We are live on ! Find out more
CTHR

Charles & Colvard Ltd

Delisted

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

32 hedge funds and large institutions have $3.44M invested in Charles & Colvard Ltd in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

19% more funds holding

Funds holding: 2732 (+5)

43% less capital invested

Capital invested by funds: $6M → $3.44M (-$2.55M)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
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
$1.06M -$188K -22,258 -11%
Renaissance Technologies
2
Renaissance Technologies
New York
$718K +$27.8K +3,280 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$627K
GKFF
4
George Kaiser Family Foundation
Oklahoma
$271K -$2.62K -309 -0.6%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$255K -$38.7K -4,569 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$128K -$7.27K -859 -4%
State Street
7
State Street
Massachusetts
$53.2K
BTI
8
Blue Trust Inc
Georgia
$48K
AC
9
Aristides Capital
Kentucky
$43K
BlackRock
10
BlackRock
New York
$34.9K
Two Sigma Advisers
11
Two Sigma Advisers
New York
$30.7K -$8.21K -970 -15%
Northern Trust
12
Northern Trust
Illinois
$27.6K
Citadel Advisors
13
Citadel Advisors
Florida
$27.5K +$40.6K +4,800 New
WCM
14
Whitener Capital Management
North Carolina
$17.4K
FCMT
15
Founders Capital Management (Texas)
Texas
$13.2K
BCM
16
Bridgeway Capital Management
Texas
$13K -$81.4K -9,619 -81%
Two Sigma Investments
17
Two Sigma Investments
New York
$12.4K -$8.04K -950 -30%
TSS
18
Two Sigma Securities
New York
$10.9K +$16.1K +1,907 New
Cerity Partners
19
Cerity Partners
New York
$8K
RG
20
Rathbones Group
United Kingdom
$6.24K +$9.23K +1,090 New
UBS Group
21
UBS Group
Switzerland
$6.05K +$4.83K +571 +117%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$5.74K -$9.14K -1,079 -52%
CT
23
Clearstead Trust
Maine
$5.72K
BFG
24
Bleakley Financial Group
New Jersey
$5.72K +$8.47K +1,000 New
CA
25
Clearstead Advisors
Ohio
$5.72K +$8.47K +1,000 New

CTHR Hedge Fund Activity: Q3 2023 in Review

32 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Charles & Colvard Ltd (CTHR) for Q3 2023, worth a combined $3.44M — down 43% from $6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CTHR positions and 2 closed out — a net gain of 5 holders — while 3 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $40.6K. The largest seller was Punch & Associates Investment Management, cutting an estimated $188K.

  • 32 institutional investors held Charles & Colvard Ltd (CTHR) as of Q3 2023, up from 27 in Q2 2023.
  • Funds reported $3.44M of Charles & Colvard Ltd stock for Q3 2023, down 43% quarter-over-quarter.
  • 7 funds opened new Charles & Colvard Ltd positions in Q3 2023 and 2 closed out, a net change of +5 holders.
  • The largest Charles & Colvard Ltd buyer in Q3 2023 was Citadel Advisors, an estimated $40.6K added.
  • The largest Charles & Colvard Ltd seller in Q3 2023 was Punch & Associates Investment Management, an estimated $188K sold.

Based on aggregated 13F filings for Q3 2023.