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CTHR

Charles & Colvard Ltd

Delisted

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

38 hedge funds and large institutions have $21.6M invested in Charles & Colvard Ltd in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $18.4M → $21.6M (+$3.15M)

3% less funds holding

Funds holding: 3938 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$6.88M -$407K -14,137 -6%
PAIM
2
Punch & Associates Investment Management
Minnesota
$3.53M +$2.33M +81,000 +217%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.32M +$126K +4,358 +4%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.81M +$474K +16,453 +37%
BCM
5
Bridgeway Capital Management
Texas
$947K
Two Sigma Advisers
6
Two Sigma Advisers
New York
$749K +$435K +15,080 +150%
AI
7
Acuitas Investments
Washington
$668K +$646K +22,424 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$661K
Millennium Management
9
Millennium Management
New York
$455K -$210K -7,274 -32%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$394K +$296K +10,276 +347%
AC
11
Aristides Capital
Kentucky
$373K -$31.7K -1,100 -8%
Two Sigma Investments
12
Two Sigma Investments
New York
$334K +$48.4K +1,679 +18%
BlackRock
13
BlackRock
New York
$275K +$198K +6,854 +291%
Northern Trust
14
Northern Trust
Illinois
$152K
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$151K
Marshall Wace
16
Marshall Wace
United Kingdom
$102K +$65.4K +2,268 +197%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$102K +$96.8K +3,359 +6,998%
WCM
18
Whitener Capital Management
North Carolina
$90K +$32.5K +1,127 +59%
Goldman Sachs
19
Goldman Sachs
New York
$86K +$83.4K +2,894 New
PP
20
Palladium Partners
Virginia
$63K -$3.2K -111 -5%
State Street
21
State Street
Massachusetts
$59K +$56.6K +1,965 New
HIM
22
Hillsdale Investment Management
Ontario, Canada
$53K
CFA
23
Carroll Financial Associates
North Carolina
$51K +$8.36K +290 +20%
OQS
24
Occudo Quantitative Strategies
Florida
$51K +$49.6K +1,722 New
TC
25
TownSquare Capital
Utah
$37K

CTHR Hedge Fund Activity: Q2 2021 in Review

38 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Charles & Colvard Ltd (CTHR) for Q2 2021, worth a combined $21.6M — up 17% from $18.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CTHR and 7 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 13 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $2.33M. The largest seller was Harel Insurance Investments & Financial Services, exiting entirely with an estimated $415K sold.

  • 38 institutional investors held Charles & Colvard Ltd (CTHR) as of Q2 2021, down from 39 in Q1 2021.
  • Funds reported $21.6M of Charles & Colvard Ltd stock for Q2 2021, up 17% quarter-over-quarter.
  • 7 funds opened new Charles & Colvard Ltd positions in Q2 2021 and 8 closed out, a net change of -1 holder.
  • The largest Charles & Colvard Ltd buyer in Q2 2021 was Punch & Associates Investment Management, an estimated $2.33M added.
  • The largest Charles & Colvard Ltd seller in Q2 2021 was Harel Insurance Investments & Financial Services, an estimated $415K sold.

Based on aggregated 13F filings for Q2 2021.