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CTHR

Charles & Colvard Ltd

Delisted

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

39 hedge funds and large institutions have $18.4M invested in Charles & Colvard Ltd in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

214% more capital invested

Capital invested by funds: $5.87M → $18.4M (+$12.6M)

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

34% more funds holding

Funds holding: 2939 (+10)

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
13
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$7.25M +$977K +44,819 +22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.17M +$651K +29,869 +39%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$1.31M +$965K +44,268 New
PAIM
4
Punch & Associates Investment Management
Minnesota
$1.1M +$435K +19,930 +115%
BCM
5
Bridgeway Capital Management
Texas
$940K +$41.7K +1,910 +6%
Millennium Management
6
Millennium Management
New York
$668K +$492K +22,559 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$657K +$188K +8,620 +63%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$415K +$91.6K +4,200 New
AC
9
Aristides Capital
Kentucky
$403K -$1.52M -69,754 -84%
QC
10
Quadrature Capital
United Kingdom
$358K +$263K +12,050 New
Two Sigma Advisers
11
Two Sigma Advisers
New York
$298K +$219K +10,060 New
Two Sigma Investments
12
Two Sigma Investments
New York
$282K +$208K +9,529 New
Squarepoint
13
Squarepoint
New York
$280K +$206K +9,464 New
Northern Trust
14
Northern Trust
Illinois
$151K +$38K +1,741 +52%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$150K
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$117K +$86.3K +3,959 New
FCA
17
FinTrust Capital Advisors
South Carolina
$111K +$81.8K +3,750 New
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$108K
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$88K +$64.6K +2,961 New
BlackRock
20
BlackRock
New York
$70K +$2.86K +131 +6%
PP
21
Palladium Partners
Virginia
$66K
WCM
22
Whitener Capital Management
North Carolina
$56K +$20.1K +920 +92%
HIM
23
Hillsdale Investment Management
Ontario, Canada
$53K +$38.8K +1,780 New
Citadel Advisors
24
Citadel Advisors
Florida
$44K -$9.79K -449 -23%
CFA
25
Carroll Financial Associates
North Carolina
$42K +$30.9K +1,418 +11,817%

CTHR Hedge Fund Activity: Q1 2021 in Review

39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Charles & Colvard Ltd (CTHR) for Q1 2021, worth a combined $18.4M — up 214% from $5.87M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CTHR positions and 5 closed out — a net gain of 10 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $977K. The largest seller was Aristides Capital, cutting an estimated $1.52M.

  • 39 institutional investors held Charles & Colvard Ltd (CTHR) as of Q1 2021, up from 29 in Q4 2020.
  • Funds reported $18.4M of Charles & Colvard Ltd stock for Q1 2021, up 214% quarter-over-quarter.
  • 15 funds opened new Charles & Colvard Ltd positions in Q1 2021 and 5 closed out, a net change of +10 holders.
  • The largest Charles & Colvard Ltd buyer in Q1 2021 was Renaissance Technologies, an estimated $977K added.
  • The largest Charles & Colvard Ltd seller in Q1 2021 was Aristides Capital, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2021.