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CTHR

Charles & Colvard Ltd

Delisted

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

35 hedge funds and large institutions have $5.1M invested in Charles & Colvard Ltd in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

20% more capital invested

Capital invested by funds: $4.27M → $5.1M (+$835K)

3% more funds holding

Funds holding: 3435 (+1)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Goldman Capital Management
New York
$1.81M +$204K +18,176 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$570K
RFC
3
Regions Financial Corp
Alabama
$530K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$376K -$472 -42 -0.1%
OIM
5
Orca Investment Management
Oregon
$339K -$11.2K -998 -3%
Wells Fargo
6
Wells Fargo
California
$305K +$80K +7,128 +37%
US Bancorp
7
US Bancorp
Minnesota
$290K
Renaissance Technologies
8
Renaissance Technologies
New York
$238K +$131K +11,680 +132%
PCMK
9
Paragon Capital Management (Kansas)
Kansas
$140K -$144K -12,790 -51%
RBC
10
Ronald Blue & Co
Georgia
$69K
BCM
11
Bridgeway Capital Management
Texas
$59K
Geode Capital Management
12
Geode Capital Management
Massachusetts
$57K
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$42K
Northern Trust
14
Northern Trust
Illinois
$39K
GF
15
Gerstein Fisher
New York
$32K +$90 +8 +0.3%
JIC
16
Johnson Investment Counsel
Ohio
$29K
Deutsche Bank
17
Deutsche Bank
Germany
$28K +$27.7K +2,468 New
Citadel Advisors
18
Citadel Advisors
Florida
$25K +$5.57K +496 +29%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$24K -$3.98K -355 -14%
PP
20
Palladium Partners
Virginia
$21K -$7.75K -690 -28%
Goldman Sachs
21
Goldman Sachs
New York
$19K -$5.03K -448 -21%
ANTB
22
AMG National Trust Bank
Colorado
$16K
IAM
23
ICM Asset Management
Washington
$15K +$15K +1,336 New
VKH
24
Virtu KCG Holdings
New York
$14K +$13.1K +1,171 New
BFA
25
BlackRock Fund Advisors
California
$6K -$40.4K -3,602 -87%

CTHR Hedge Fund Activity: Q3 2016 in Review

35 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Charles & Colvard Ltd (CTHR) for Q3 2016, worth a combined $5.1M — up 20% from $4.27M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CTHR positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Capital Management, adding an estimated $204K. The largest seller was Paragon Capital Management (Kansas), cutting an estimated $144K.

  • 35 institutional investors held Charles & Colvard Ltd (CTHR) as of Q3 2016, up from 34 in Q2 2016.
  • Funds reported $5.1M of Charles & Colvard Ltd stock for Q3 2016, up 20% quarter-over-quarter.
  • 3 funds opened new Charles & Colvard Ltd positions in Q3 2016 and 2 closed out, a net change of +1 holder.
  • The largest Charles & Colvard Ltd buyer in Q3 2016 was Goldman Capital Management, an estimated $204K added.
  • The largest Charles & Colvard Ltd seller in Q3 2016 was Paragon Capital Management (Kansas), an estimated $144K sold.

Based on aggregated 13F filings for Q3 2016.