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CTHR

Charles & Colvard Ltd

Delisted

CTHR was delisted on the 24th of April, 2025.

30 hedge funds and large institutions have $6.5M invested in Charles & Colvard Ltd in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $5.21M → $6.5M (+$1.29M)

9% less funds holding

Funds holding: 3330 (-3)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Goldman Capital Management
New York
$2.21M +$97.9K +6,826 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$747K +$2.78K +194 +0.4%
RFC
3
Regions Financial Corp
Alabama
$690K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$684K -$45.7K -3,190 -7%
OIM
5
Orca Investment Management
Oregon
$520K -$5.21K -363 -1%
US Bancorp
6
US Bancorp
Minnesota
$378K
PCM
7
Perritt Capital Management
Illinois
$264K
Wells Fargo
8
Wells Fargo
California
$241K -$7.93K -553 -3%
BFA
9
BlackRock Fund Advisors
California
$107K +$12.2K +853 +14%
RBC
10
Ronald Blue & Co
Georgia
$91K
BCM
11
Bridgeway Capital Management
Texas
$76K
Geode Capital Management
12
Geode Capital Management
Massachusetts
$74K
GF
13
Gerstein Fisher
New York
$60K +$5.72K +399 +11%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$55K
Northern Trust
15
Northern Trust
Illinois
$45K -$6.96K -485 -14%
Renaissance Technologies
16
Renaissance Technologies
New York
$40K +$5.02K +350 +15%
JIC
17
Johnson Investment Counsel
Ohio
$37K
Bank of New York Mellon
18
Bank of New York Mellon
New York
$37K +$3.77K +263 +12%
UBS Group
19
UBS Group
Switzerland
$28K -$37.9K -2,644 -59%
TH
20
Timber Hill
Connecticut
$20K -$430 -30 -2%
ANTB
21
AMG National Trust Bank
Colorado
$20K
Citadel Advisors
22
Citadel Advisors
Florida
$19K -$6.27K -437 -26%
Goldman Sachs
23
Goldman Sachs
New York
$17K +$272 +19 +2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$13K
TDC
25
Thompson Davis & Co
Virginia
$11K -$1K -70 -9%

CTHR Hedge Fund Activity: Q2 2015 in Review

30 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Charles & Colvard Ltd (CTHR) for Q2 2015, worth a combined $6.5M — up 25% from $5.21M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CTHR and 1 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 7 added.

The largest buyer was Goldman Capital Management, adding an estimated $97.9K. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $78K sold.

  • 30 institutional investors held Charles & Colvard Ltd (CTHR) as of Q2 2015, down from 33 in Q1 2015.
  • Funds reported $6.5M of Charles & Colvard Ltd stock for Q2 2015, up 25% quarter-over-quarter.
  • 1 fund opened new Charles & Colvard Ltd positions in Q2 2015 and 4 closed out, a net change of -3 holders.
  • The largest Charles & Colvard Ltd buyer in Q2 2015 was Goldman Capital Management, an estimated $97.9K added.
  • The largest Charles & Colvard Ltd seller in Q2 2015 was Fuller & Thaler Asset Management, an estimated $78K sold.

Based on aggregated 13F filings for Q2 2015.