— Know what they know.
Not Investment Advice

CARE NASDAQ

Carter Bankshares, Inc.
1W: -0.4% 1M: +10.6% 3M: +23.1% YTD: +38.7% 1Y: +68.5% 3Y: +97.9% 5Y: +92.1%
$27.44
+0.49 (+1.82%)
 
Weekly Expected Move ±3.3%
$24 $25 $26 $27 $28
NASDAQ · Financial Services · Banks - Regional · Alpha Radar Buy · Power 75 · $609.8M mcap · 21M float · 1.34% daily turnover · Short 59% of daily vol

Institutional Ownership — CARE

137
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$276M
Total Invested
14
New Positions
43
Increased
60
Reduced
26
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (154 total)

# Holder Shares Value Change Change % Holding Period Filing
1 VANGUARD CAPITAL MANAGEMENT LLC NEW 1,969,966 $$54M +0.0% 1Q SEC ↗
2 BlackRock, Inc. 1,668,818 $$46M -10,128 -0.6% 7Q SEC ↗
3 Fourthstone LLC 1,502,119 $$41M +265,726 +21.5% 11Q SEC ↗
4 VANGUARD GROUP INC 1,288,798 $$35M +4,584 +0.4% 12Q SEC ↗
5 DIMENSIONAL FUND ADVISORS LP 1,175,925 $$32M +52,195 +4.6% 13Q SEC ↗
6 AMERICAN CENTURY COMPANIES INC 540,866 $$15M +67,079 +14.2% 13Q SEC ↗
7 GEODE CAPITAL MANAGEMENT, LLC 515,975 $$14M +7,653 +1.5% 13Q SEC ↗
8 STATE STREET CORP 498,902 $$14M -18,439 -3.6% 13Q SEC ↗
9 KENNEDY CAPITAL MANAGEMENT LLC 449,617 $$12M +8,336 +1.9% 8Q SEC ↗
10 MALTESE CAPITAL MANAGEMENT LLC 395,800 $$11M +26,800 +7.3% 5Q SEC ↗
11 Petiole USA ltd 381,373 $$10M -392,373 -50.7% 13Q SEC ↗
12 GOLDMAN SACHS GROUP INC 356,388 $$10M -244,718 -40.7% 13Q SEC ↗
13 BASSWOOD CAPITAL MANAGEMENT, L.L.C. NEW 227,715 $$6M +0.0% 1Q SEC ↗
14 Huber Capital Management LLC 190,553 $$5M -500 -0.3% 13Q SEC ↗
15 HOTCHKIS & WILEY CAPITAL MANAGEMENT LL 189,428 $$5M -1,810 -0.9% 7Q SEC ↗
16 NORTHERN TRUST CORP 175,469 $$5M +4,176 +2.4% 13Q SEC ↗
17 VANGUARD PORTFOLIO MANAGEMENT LLC NEW 163,876 $$4M +0.0% 1Q SEC ↗
18 ALGERT GLOBAL LLC NEW 156,780 $$4M +0.0% 1Q SEC ↗
19 VANGUARD FIDUCIARY TRUST CO NEW 147,475 $$4M +0.0% 1Q SEC ↗
20 Squarepoint Ops LLC 135,991 $$4M +45,970 +51.1% 2Q SEC ↗
21 BRIDGEWAY CAPITAL MANAGEMENT, LLC 134,855 $$4M +8,192 +6.5% 13Q SEC ↗
22 Diversified Trust Co 131,488 $$4M +100 +0.1% 4Q SEC ↗
23 Trexquant Investment LP 127,713 $$4M +67,796 +113.1% 13Q SEC ↗
24 MORGAN STANLEY 126,189 $$3M -48,056 -27.6% 12Q SEC ↗
25 MENDON CAPITAL ADVISORS CORP 104,692 $$3M -12,700 -10.8% 6Q SEC ↗
26 Russell Investments Group, Ltd. 104,106 $$3M -112 -0.1% 13Q SEC ↗
27 EJF Capital LP 98,758 $$3M -62,371 -38.7% 8Q SEC ↗
28 Curi Capital, LLC 93,295 $$3M +0.0% 6Q SEC ↗
29 Empowered Funds, LLC 90,470 $$2M +8,192 +10.0% 12Q SEC ↗
30 Bank of New York Mellon Corp 86,144 $$2M -2,770 -3.1% 13Q SEC ↗
31 SEI INVESTMENTS CO 80,379 $$2M +41,836 +108.5% 2Q SEC ↗
32 FIRST TRUST ADVISORS LP 78,007 $$2M -511 -0.7% 7Q SEC ↗
33 JANE STREET GROUP, LLC 70,747 $$2M +57,436 +431.5% 5Q SEC ↗
34 UBS Group AG 68,268 $$2M +33,171 +94.5% 13Q SEC ↗
35 Oppenheimer & Close, LLC 62,500 $$2M +0.0% 4Q SEC ↗
36 FIRST MANHATTAN CO. LLC. 60,000 $$2M +0.0% 13Q SEC ↗
37 AQR CAPITAL MANAGEMENT LLC 59,914 $$2M +13,753 +29.8% 6Q SEC ↗
38 Creative Planning 59,393 $$2M +19,169 +47.7% 4Q SEC ↗
39 CHARLES SCHWAB INVESTMENT MANAGEMENT I 57,640 $$2M -7,629 -11.7% 13Q SEC ↗
40 BANK OF AMERICA CORP /DE 57,437 $$2M +25,967 +82.5% 13Q SEC ↗
41 STIFEL FINANCIAL CORP 55,717 $$2M +0.0% 13Q SEC ↗
42 Daytona Street Capital LLC 54,536 $$1M +2,000 +3.8% 2Q SEC ↗
43 AMERIPRISE FINANCIAL INC 47,896 $$1M +0.0% 13Q SEC ↗
44 Nuveen, LLC 46,919 $$1M -637 -1.3% 5Q SEC ↗
45 CITADEL ADVISORS LLC 43,340 $$1M -3,058 -6.6% 8Q SEC ↗
46 D. E. Shaw & Co., Inc. 42,616 $$1M -32,951 -43.6% 8Q SEC ↗
47 WELLS FARGO & COMPANY/MN 39,374 $$1M +6,589 +20.1% 12Q SEC ↗
48 XTX Topco Ltd NEW 35,642 $$978K +0.0% 1Q SEC ↗
49 Quantinno Capital Management LP 35,489 $$974K +13,439 +60.9% 3Q SEC ↗
50 Qube Research & Technologies Ltd NEW 34,629 $$950K +0.0% 1Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Fourthstone LLC +265,726 +21.5% 1,502,119
Trexquant Investment LP +67,796 +113.1% 127,713
AMERICAN CENTURY COMPANIES INC +67,079 +14.2% 540,866
JANE STREET GROUP, LLC +57,436 +431.5% 70,747
DIMENSIONAL FUND ADVISORS LP +52,195 +4.6% 1,175,925
Squarepoint Ops LLC +45,970 +51.1% 135,991
SEI INVESTMENTS CO +41,836 +108.5% 80,379
UBS Group AG +33,171 +94.5% 68,268
MALTESE CAPITAL MANAGEMENT LLC +26,800 +7.3% 395,800
BANK OF AMERICA CORP /DE +25,967 +82.5% 57,437
Creative Planning +19,169 +47.7% 59,393
AQR CAPITAL MANAGEMENT LLC +13,753 +29.8% 59,914
Quantinno Capital Management LP +13,439 +60.9% 35,489
Campbell & CO Investment Adviser LL +12,675 +97.0% 25,736
KENNEDY CAPITAL MANAGEMENT LLC +8,336 +1.9% 449,617
Empowered Funds, LLC +8,192 +10.0% 90,470
BRIDGEWAY CAPITAL MANAGEMENT, LLC +8,192 +6.5% 134,855
GEODE CAPITAL MANAGEMENT, LLC +7,653 +1.5% 515,975
WELLS FARGO & COMPANY/MN +6,589 +20.1% 39,374
VANGUARD GROUP INC +4,584 +0.4% 1,288,798
Biggest Decreases (20)
HolderReducedChange %Total Shares
Petiole USA ltd -392,373 -50.7% 381,373
GOLDMAN SACHS GROUP INC -244,718 -40.7% 356,388
EJF Capital LP -62,371 -38.7% 98,758
MORGAN STANLEY -48,056 -27.6% 126,189
TWO SIGMA INVESTMENTS, LP -39,327 -61.8% 24,310
ARROWSTREET CAPITAL, LIMITED PARTNE -35,194 -75.2% 11,601
D. E. Shaw & Co., Inc. -32,951 -43.6% 42,616
JPMORGAN CHASE & CO -29,258 -75.7% 9,416
BARCLAYS PLC -28,726 -82.3% 6,176
RENAISSANCE TECHNOLOGIES LLC -25,700 -70.0% 11,000
STATE STREET CORP -18,439 -3.6% 498,902
MENDON CAPITAL ADVISORS CORP -12,700 -10.8% 104,692
BlackRock, Inc. -10,128 -0.6% 1,668,818
CHARLES SCHWAB INVESTMENT MANAGEMEN -7,629 -11.7% 57,640
LPL Financial LLC -7,100 -35.6% 12,847
MILLENNIUM MANAGEMENT LLC -5,461 -32.9% 11,137
CITADEL ADVISORS LLC -3,058 -6.6% 43,340
Bank of New York Mellon Corp -2,770 -3.1% 86,144
HOTCHKIS & WILEY CAPITAL MANAGEMENT -1,810 -0.9% 189,428
Partners in Financial Planning -1,685 -11.6% 12,862

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms