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CTHR

Charles & Colvard Ltd

Delisted

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

25 hedge funds and large institutions have $1.2M invested in Charles & Colvard Ltd in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2425 (+1)

25% less capital invested

Capital invested by funds: $1.6M → $1.2M (-$398K)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$473K -$14.2K -3,720 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$374K
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$87K -$68.8K -18,000 -41%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$76.5K
Citadel Advisors
5
Citadel Advisors
Florida
$40K +$7.37K +1,928 +20%
State Street
6
State Street
Massachusetts
$31.7K
BlackRock
7
BlackRock
New York
$20.2K -$623 -163 -3%
BTI
8
Blue Trust Inc
Georgia
$17.2K
Two Sigma Advisers
9
Two Sigma Advisers
New York
$16.8K -$153 -40 -0.8%
Northern Trust
10
Northern Trust
Illinois
$16.5K
LCM
11
Landscape Capital Management
New Jersey
$11K -$25.4K -6,648 -67%
Millennium Management
12
Millennium Management
New York
$7.63K -$9.81K -2,566 -53%
XT
13
XTX Topco
Cayman Islands
$6.66K +$7.47K +1,954 New
Two Sigma Investments
14
Two Sigma Investments
New York
$6.42K
Cerity Partners
15
Cerity Partners
New York
$5K
FCMT
16
Founders Capital Management (Texas)
Texas
$3.41K
ES
17
Eagle Strategies
New York
$3.41K +$3.82K +1,000 New
UBS Group
18
UBS Group
Switzerland
$1.33K +$1.5K +391 New
Morgan Stanley
19
Morgan Stanley
New York
$1.19K -$1.64K -429 -55%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.12K
Wells Fargo
21
Wells Fargo
California
$67
Bank of America
22
Bank of America
North Carolina
$43 -$4 -1 -7%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$43 +$50 +13 New
JP Morgan Chase
24
JP Morgan Chase
New York
$19 +$8 +2 +50%
TSS
25
Two Sigma Securities
New York
-$20.3K -4,949 Closed

CTHR Hedge Fund Activity: Q1 2024 in Review

25 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Charles & Colvard Ltd (CTHR) for Q1 2024, worth a combined $1.2M — down 25% from $1.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CTHR positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 8 trimmed.

The largest buyer was XTX Topco, opening a new position worth an estimated $7.47K. The largest seller was Acadian Asset Management, cutting an estimated $68.8K.

  • 25 institutional investors held Charles & Colvard Ltd (CTHR) as of Q1 2024, up from 24 in Q4 2023.
  • Funds reported $1.2M of Charles & Colvard Ltd stock for Q1 2024, down 25% quarter-over-quarter.
  • 4 funds opened new Charles & Colvard Ltd positions in Q1 2024 and 3 closed out, a net change of +1 holder.
  • The largest Charles & Colvard Ltd buyer in Q1 2024 was XTX Topco, an estimated $7.47K added.
  • The largest Charles & Colvard Ltd seller in Q1 2024 was Acadian Asset Management, an estimated $68.8K sold.

Based on aggregated 13F filings for Q1 2024.