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CTHR

Charles & Colvard Ltd

Delisted

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

34 hedge funds and large institutions have $26.9M invested in Charles & Colvard Ltd in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

15% more capital invested

Capital invested by funds: $23.4M → $26.9M (+$3.42M)

3% less funds holding

Funds holding: 3534 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$5.99M -$475K -15,874 -7%
PAIM
2
Punch & Associates Investment Management
Minnesota
$5.3M +$645K +21,525 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.19M -$10.5K -352 -0.3%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$2.08M +$279K +9,317 +15%
AI
5
Acuitas Investments
Washington
$1.59M +$531K +17,736 +48%
MIM
6
Meros Investment Management
Texas
$1.59M +$1.65M +55,047 New
EIM
7
Essex Investment Management
Massachusetts
$1.02M +$381K +12,705 +56%
Victory Capital Management
8
Victory Capital Management
Texas
$1.01M +$1.05M +35,035 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$891K +$293K +9,767 +46%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$670K
Two Sigma Advisers
11
Two Sigma Advisers
New York
$668K +$83K +2,770 +14%
BlackRock
12
BlackRock
New York
$446K +$175K +5,846 +61%
BCM
13
Bridgeway Capital Management
Texas
$415K -$426K -14,231 -50%
AC
14
Aristides Capital
Kentucky
$362K
Millennium Management
15
Millennium Management
New York
$324K +$234K +7,815 +231%
Two Sigma Investments
16
Two Sigma Investments
New York
$284K +$48.8K +1,629 +20%
State Street
17
State Street
Massachusetts
$234K +$131K +4,390 +118%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$151K
Northern Trust
19
Northern Trust
Illinois
$140K
PP
20
Palladium Partners
Virginia
$94K +$33.9K +1,131 +53%
WCM
21
Whitener Capital Management
North Carolina
$88K +$61.3K +2,047 +205%
OQS
22
Occudo Quantitative Strategies
Florida
$50K +$419 +14 +0.8%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$46K -$57.1K -1,907 -54%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$36K
TC
25
TownSquare Capital
Utah
$34K

CTHR Hedge Fund Activity: Q4 2021 in Review

34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Charles & Colvard Ltd (CTHR) for Q4 2021, worth a combined $26.9M — up 15% from $23.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CTHR and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 14 added.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $1.05M. The largest seller was Renaissance Technologies, cutting an estimated $475K.

  • 34 institutional investors held Charles & Colvard Ltd (CTHR) as of Q4 2021, down from 35 in Q3 2021.
  • Funds reported $26.9M of Charles & Colvard Ltd stock for Q4 2021, up 15% quarter-over-quarter.
  • 3 funds opened new Charles & Colvard Ltd positions in Q4 2021 and 4 closed out, a net change of -1 holder.
  • The largest Charles & Colvard Ltd buyer in Q4 2021 was Victory Capital Management, an estimated $1.05M added.
  • The largest Charles & Colvard Ltd seller in Q4 2021 was Renaissance Technologies, an estimated $475K sold.

Based on aggregated 13F filings for Q4 2021.