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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 $6M invested in Charles & Colvard Ltd in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

8% more funds holding

Funds holding: 2527 (+2)

1% less capital invested

Capital invested by funds: $6.07M → $6M (-$79.2K)

89% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 9

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$1.98M -$536 -54 -0%
Renaissance Technologies
2
Renaissance Technologies
New York
$1.17M -$100K -10,096 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.05M
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$470K -$94.8K -9,560 -16%
GKFF
5
George Kaiser Family Foundation
Oklahoma
$455K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$222K
BCM
7
Bridgeway Capital Management
Texas
$114K
State Street
8
State Street
Massachusetts
$88.9K
AC
9
Aristides Capital
Kentucky
$71.8K
Two Sigma Advisers
10
Two Sigma Advisers
New York
$60.5K -$15.6K -1,568 -20%
BlackRock
11
BlackRock
New York
$58.2K -$64.4K -6,494 -52%
BTI
12
Blue Trust Inc
Georgia
$47K -$3.53K -356 -7%
Northern Trust
13
Northern Trust
Illinois
$46.1K -$238 -24 -0.5%
Two Sigma Investments
14
Two Sigma Investments
New York
$29.8K -$12.6K -1,273 -29%
WCM
15
Whitener Capital Management
North Carolina
$29.1K
FCMT
16
Founders Capital Management (Texas)
Texas
$22K
WCWM
17
Willow Creek Wealth Management
California
$20.8K +$21.5K +2,170 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$19.9K +$8.57K +864 +71%
Cerity Partners
19
Cerity Partners
New York
$13K
HF
20
HRT Financial
New York
$11K +$12.1K +1,220 New
CT
21
Clearstead Trust
Maine
$9.55K
UBS Group
22
UBS Group
Switzerland
$4.64K -$2.96K -298 -38%
Morgan Stanley
23
Morgan Stanley
New York
$3.72K
Osaic Holdings
24
Osaic Holdings
Arizona
$1.25K +$1.3K +131 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K +$546 +55 New

CTHR Hedge Fund Activity: Q2 2023 in Review

27 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Charles & Colvard Ltd (CTHR) for Q2 2023, worth a combined $6M — down 1.3% from $6.07M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CTHR positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 9 trimmed.

The largest buyer was Willow Creek Wealth Management, opening a new position worth an estimated $21.5K. The largest seller was Renaissance Technologies, cutting an estimated $100K.

  • 27 institutional investors held Charles & Colvard Ltd (CTHR) as of Q2 2023, up from 25 in Q1 2023.
  • Funds reported $6M of Charles & Colvard Ltd stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 4 funds opened new Charles & Colvard Ltd positions in Q2 2023 and 2 closed out, a net change of +2 holders.
  • The largest Charles & Colvard Ltd buyer in Q2 2023 was Willow Creek Wealth Management, an estimated $21.5K added.
  • The largest Charles & Colvard Ltd seller in Q2 2023 was Renaissance Technologies, an estimated $100K sold.

Based on aggregated 13F filings for Q2 2023.