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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 $23.4M invested in Charles & Colvard Ltd in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $21.6M → $23.4M (+$1.84M)

8% less funds holding

Funds holding: 3835 (-3)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
14
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
$6.69M -$217K -7,838 -3%
PAIM
2
Punch & Associates Investment Management
Minnesota
$4.85M +$1.2M +43,410 +37%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.32M -$13.8K -497 -0.4%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.89M +$60.1K +2,170 +4%
AI
5
Acuitas Investments
Washington
$1.12M +$412K +14,887 +66%
BCM
6
Bridgeway Capital Management
Texas
$852K -$88.1K -3,180 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$691K +$27.7K +999 +5%
EIM
8
Essex Investment Management
Massachusetts
$677K +$625K +22,560 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$627K +$216K +7,811 +59%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$611K -$132K -4,780 -19%
AC
11
Aristides Capital
Kentucky
$375K
BlackRock
12
BlackRock
New York
$288K +$11.1K +399 +4%
Two Sigma Investments
13
Two Sigma Investments
New York
$246K -$83.5K -3,014 -27%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$151K
Northern Trust
15
Northern Trust
Illinois
$145K -$7.34K -265 -5%
State Street
16
State Street
Massachusetts
$111K +$48.5K +1,750 +89%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$105K +$2.99K +108 +3%
Millennium Management
18
Millennium Management
New York
$101K -$330K -11,899 -78%
Bank of America
19
Bank of America
North Carolina
$94K +$87.5K +3,157 +22,550%
PP
20
Palladium Partners
Virginia
$63K
VF
21
Virtu Financial
New York
$63K +$58.8K +2,124 New
HIM
22
Hillsdale Investment Management
Ontario, Canada
$53K
OQS
23
Occudo Quantitative Strategies
Florida
$52K
CFA
24
Carroll Financial Associates
North Carolina
$51K
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$37K

CTHR Hedge Fund Activity: Q3 2021 in Review

35 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Charles & Colvard Ltd (CTHR) for Q3 2021, worth a combined $23.4M — up 8.5% from $21.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CTHR and 2 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 9 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $1.2M. The largest seller was Millennium Management, cutting an estimated $330K.

  • 35 institutional investors held Charles & Colvard Ltd (CTHR) as of Q3 2021, down from 38 in Q2 2021.
  • Funds reported $23.4M of Charles & Colvard Ltd stock for Q3 2021, up 8.5% quarter-over-quarter.
  • 2 funds opened new Charles & Colvard Ltd positions in Q3 2021 and 5 closed out, a net change of -3 holders.
  • The largest Charles & Colvard Ltd buyer in Q3 2021 was Punch & Associates Investment Management, an estimated $1.2M added.
  • The largest Charles & Colvard Ltd seller in Q3 2021 was Millennium Management, an estimated $330K sold.

Based on aggregated 13F filings for Q3 2021.