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CTHR

Charles & Colvard Ltd

Delisted

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

27 hedge funds and large institutions have $3M invested in Charles & Colvard Ltd in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 2927 (-2)

9% less capital invested

Capital invested by funds: $3.3M → $3M (-$298K)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Goldman Capital Management
New York
$1.18M
RFC
2
Regions Financial Corp
Alabama
$397K
Vanguard Group
3
Vanguard Group
Pennsylvania
$376K
US Bancorp
4
US Bancorp
Minnesota
$201K
Renaissance Technologies
5
Renaissance Technologies
New York
$140K -$1.5K -170 -1%
Wells Fargo
6
Wells Fargo
California
$123K -$79.3K -8,998 -39%
OIM
7
Orca Investment Management
Oregon
$116K -$1K -114 -0.8%
PCMK
8
Paragon Capital Management (Kansas)
Kansas
$105K
PSUF
9
People's United Financial
Connecticut
$57K +$13.6K +1,545 +31%
BCM
10
Bridgeway Capital Management
Texas
$44K
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$44K +$44.5K +5,054 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$42K
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$32K
Northern Trust
14
Northern Trust
Illinois
$30K
JIC
15
Johnson Investment Counsel
Ohio
$21K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$17K
Goldman Sachs
17
Goldman Sachs
New York
$14K +$1.07K +122 +8%
Citadel Advisors
18
Citadel Advisors
Florida
$14K +$14.6K +1,663 New
PP
19
Palladium Partners
Virginia
$12K -$3.86K -438 -24%
BlackRock
20
BlackRock
New York
$10K +$1.06K +120 +12%
UBS Group
21
UBS Group
Switzerland
$9K -$573 -65 -6%
CA
22
Clearstead Advisors
Ohio
$9K
FCMT
23
Founders Capital Management (Texas)
Texas
$7K
SIM
24
Sonora Investment Management
Arizona
$696
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
-$33K -3,555 Closed

CTHR Hedge Fund Activity: Q3 2017 in Review

27 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Charles & Colvard Ltd (CTHR) for Q3 2017, worth a combined $3M — down 9% from $3.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CTHR and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 3 added.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $44.5K. The largest seller was Wells Fargo, cutting an estimated $79.3K.

  • 27 institutional investors held Charles & Colvard Ltd (CTHR) as of Q3 2017, down from 29 in Q2 2017.
  • Funds reported $3M of Charles & Colvard Ltd stock for Q3 2017, down 9% quarter-over-quarter.
  • 4 funds opened new Charles & Colvard Ltd positions in Q3 2017 and 5 closed out, a net change of -1 holder.
  • The largest Charles & Colvard Ltd buyer in Q3 2017 was Thrivent Financial for Lutherans, an estimated $44.5K added.
  • The largest Charles & Colvard Ltd seller in Q3 2017 was Wells Fargo, an estimated $79.3K sold.

Based on aggregated 13F filings for Q3 2017.