CRI Institutional Ownership
Carter's Inc.
1W: -6.7%
1M: +1.3%
3M: -18.8%
YTD: -5.4%
1Y: -2.1%
3Y: -48.0%
5Y: -62.5%
$31.41
-0.40 (-1.26%)
Weekly Expected Move ±6.2%
$29
$31
$33
$35
$37
Credit Risk of going bust: higher than 63% of companies Debt: 50.7% of company value Bonds: $94.8M held by 93 funds, 227 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.36 (down 96%), Carter's Inc. would be worth roughly what it owes.
Total debt $1.18B against a stock market value of $1.15B.
Distance to default 3.98 (Merton model): prices to 2026-10-27, balance sheet 2026-07-04, debt counted $283.9M (short-term plus half of long-term), stock volatility 49.0%; Altman Z'' 4.65. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.36 (down 96%), Carter's Inc. would be worth roughly what it owes.
Total debt $1.18B against a stock market value of $1.15B.
Distance to default 3.98 (Merton model): prices to 2026-10-27, balance sheet 2026-07-04, debt counted $283.9M (short-term plus half of long-term), stock volatility 49.0%; Altman Z'' 4.65. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — CRI
325
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
52
New Positions
97
Increased
129
Reduced
37
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (345 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,824,048 | $183M | +348,839 | +6.4% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,870,722 | $90M | +317,005 | +12.4% | 2Q | SEC ↗ |
| 3 | Allianz Asset Management GmbH | 2,269,347 | $71M | +449,058 | +24.7% | 13Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1,905,146 | $60M | +139,941 | +7.9% | 85Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,564,269 | $49M | +32,438 | +2.1% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 1,496,406 | $47M | -12,975 | -0.9% | 46Q | SEC ↗ |
| 7 | RWWM, INC. | 1,444,045 | $45M | -898,314 | -38.4% | 9Q | SEC ↗ |
| 8 | AMERICAN CENTURY COMPANIES INC | 1,355,729 | $43M | -25,397 | -1.8% | 15Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 1,240,239 | $39M | +618,217 | +99.4% | 16Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 1,040,575 | $33M | +99,410 | +10.6% | 15Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 997,426 | $31M | +446,142 | +80.9% | 15Q | SEC ↗ |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 933,743 | $29M | +49,675 | +5.6% | 90Q | SEC ↗ |
| 13 | MILLENNIUM MANAGEMENT LLC | 916,522 | $29M | +615,712 | +204.7% | 8Q | SEC ↗ |
| 14 | MORGAN STANLEY | 875,996 | $28M | -354,607 | -28.8% | 60Q | SEC ↗ |
| 15 | LSV ASSET MANAGEMENT | 848,381 | $27M | +59,944 | +7.6% | 19Q | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 688,717 | $22M | +49,967 | +7.8% | 76Q | SEC ↗ |
| 17 | UBS Group AG | 686,980 | $22M | -382,856 | -35.8% | 47Q | SEC ↗ |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 645,863 | $20M | +68,464 | +11.9% | 48Q | SEC ↗ |
| 19 | Quantinno Capital Management LP | 588,658 | $18M | -9,389 | -1.6% | 8Q | SEC ↗ |
| 20 | Sixth Street Partners Management Compa NEW | 565,015 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 565,015 | $18M | +12,340 | +2.2% | 15Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 442,930 | $14M | +77,165 | +21.1% | 89Q | SEC ↗ |
| 23 | Interval Partners, LP | 413,846 | $13M | -253,766 | -38.0% | 3Q | SEC ↗ |
| 24 | RENAISSANCE TECHNOLOGIES LLC NEW | 412,500 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 25 | ROYCE & ASSOCIATES LP | 396,381 | $12M | +67,508 | +20.5% | 6Q | SEC ↗ |
| 26 | JACOBS LEVY EQUITY MANAGEMENT, INC | 391,212 | $12M | +52,318 | +15.4% | 2Q | SEC ↗ |
| 27 | TWO SIGMA INVESTMENTS, LP | 362,068 | $11M | +241,867 | +201.2% | 5Q | SEC ↗ |
| 28 | D. E. Shaw & Co., Inc. | 322,420 | $10M | -262,204 | -44.9% | 8Q | SEC ↗ |
| 29 | AQR CAPITAL MANAGEMENT LLC | 303,585 | $10M | -110,744 | -26.7% | 36Q | SEC ↗ |
| 30 | VICTORY CAPITAL MANAGEMENT INC | 243,203 | $8M | +14,585 | +6.4% | 34Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 242,301 | $8M | +7,103 | +3.0% | 2Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 237,573 | $7M | -92,875 | -28.1% | 46Q | SEC ↗ |
| 33 | Invesco Ltd. | 225,785 | $7M | -13,332 | -5.6% | 87Q | SEC ↗ |
| 34 | JANE STREET GROUP, LLC | 220,088 | $7M | +100,617 | +84.2% | 2Q | SEC ↗ |
| 35 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 218,072 | $7M | +7,997 | +3.8% | 2Q | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 209,304 | $7M | +77,446 | +58.7% | 5Q | SEC ↗ |
| 37 | Shellback Capital, LP | 200,000 | $6M | +160,000 | +400.0% | 2Q | SEC ↗ |
| 38 | FRANKLIN RESOURCES INC | 182,932 | $6M | +35,431 | +24.0% | 22Q | SEC ↗ |
| 39 | PRINCIPAL FINANCIAL GROUP INC | 178,078 | $6M | +954 | +0.5% | 71Q | SEC ↗ |
| 40 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 154,107 | $5M | -122,642 | -44.3% | 8Q | SEC ↗ |
| 41 | Aristides Capital LLC | 152,328 | $5M | -11,621 | -7.1% | 18Q | SEC ↗ |
| 42 | Empowered Funds, LLC | 150,584 | $5M | +13,676 | +10.0% | 2Q | SEC ↗ |
| 43 | NICOLA WEALTH MANAGEMENT LTD. | 141,100 | $4M | — | +0.0% | 17Q | SEC ↗ |
| 44 | BANK OF AMERICA CORP /DE | 137,331 | $4M | +71,300 | +108.0% | 15Q | SEC ↗ |
| 45 | CITIGROUP INC | 134,034 | $4M | +120,387 | +882.1% | 66Q | SEC ↗ |
| 46 | Nuveen, LLC | 127,584 | $4M | +19,302 | +17.8% | 6Q | SEC ↗ |
| 47 | SALEM INVESTMENT COUNSELORS INC | 126,605 | $4M | -310 | -0.2% | 7Q | SEC ↗ |
| 48 | Public Sector Pension Investment Board | 126,568 | $4M | -3,843 | -2.9% | 7Q | SEC ↗ |
| 49 | RAYMOND JAMES FINANCIAL INC | 125,626 | $4M | +42,639 | +51.4% | 7Q | SEC ↗ |
| 50 | Cinctive Capital Management LP NEW | 117,475 | $4M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 565,015 | $18M |
| RENAISSANCE TECHNOLOGIES LLC | 412,500 | $13M |
| Cinctive Capital Management LP | 117,475 | $4M |
| GREAT LAKES ADVISORS, LLC | 79,765 | $3M |
| SEGALL BRYANT & HAMILL, LLC | 69,545 | $2M |
| BW Gestao de Investimentos Ltda. | 60,000 | $2M |
| Engineers Gate Manager LP | 54,904 | $2M |
| XTX Topco Ltd | 48,462 | $2M |
| ARMISTICE CAPITAL, LLC | 43,051 | $1M |
| Brooklyn Investment Group | 40,775 | $1M |
| Aquatic Capital Management LLC | 38,318 | $1M |
| Y-Intercept (Hong Kong) Ltd | 31,539 | $991K |
| Campbell & CO Investment Adviser LL | 21,565 | $677K |
| Holocene Advisors, LP | 21,129 | $664K |
| CenterBook Partners LP | 17,632 | $554K |
| Entropy Technologies, LP | 17,389 | $546K |
| Jupiter Topco LLC | 16,601 | $521K |
| Kestra Advisory Services, LLC | 16,507 | $518K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 14,895 | $468K |
| CAPITAL FUND MANAGEMENT S.A. | 14,674 | $461K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Balyasny Asset Management L.P. | 1,067,583 | $34M |
| J. Goldman & Co LP | 366,719 | $12M |
| Point72 Asset Management, L.P. | 163,142 | $5M |
| 1832 Asset Management L.P. | 115,000 | $4M |
| HRT FINANCIAL LP | 71,679 | $2M |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 67,500 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 48,748 | $2M |
| Lighthouse Investment Partners, LLC | 40,896 | $1M |
| Mirae Asset Global Investments Co., | 32,951 | $1M |
| Morningstar Investment Management L | 29,927 | $940K |
| Dynamic Technology Lab Private Ltd | 29,086 | $914K |
| Maven Securities LTD | 26,093 | $820K |
| Polymer Capital Management (US) LLC | 25,291 | $794K |
| Laurion Capital Management LP | 22,418 | $704K |
| Blueshift Asset Management, LLC | 20,929 | $657K |
| MAVERICK CAPITAL LTD | 20,796 | $653K |
| FOX RUN MANAGEMENT, L.L.C. | 18,969 | $596K |
| Versor Investments LP | 18,300 | $575K |
| Murphy, Middleton, Hinkle & Parker, | 13,571 | $426K |
| Tidal Investments LLC | 11,761 | $369K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +618,217 | +99.4% | 1,240,239 |
| MILLENNIUM MANAGEMENT LLC | +615,712 | +204.7% | 916,522 |
| Allianz Asset Management GmbH | +449,058 | +24.7% | 2,269,347 |
| CITADEL ADVISORS LLC | +446,142 | +80.9% | 997,426 |
| BlackRock, Inc. | +348,839 | +6.4% | 5,824,048 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +317,005 | +12.4% | 2,870,722 |
| TWO SIGMA INVESTMENTS, LP | +241,867 | +201.2% | 362,068 |
| Shellback Capital, LP | +160,000 | +400.0% | 200,000 |
| DIMENSIONAL FUND ADVISORS LP | +139,941 | +7.9% | 1,905,146 |
| CITIGROUP INC | +120,387 | +882.1% | 134,034 |
| JANE STREET GROUP, LLC | +100,617 | +84.2% | 220,088 |
| GOLDMAN SACHS GROUP INC | +99,410 | +10.6% | 1,040,575 |
| FIRST TRUST ADVISORS LP | +97,911 | +1579.2% | 104,111 |
| Qube Research & Technologies Ltd | +77,446 | +58.7% | 209,304 |
| NORTHERN TRUST CORP | +77,165 | +21.1% | 442,930 |
| BANK OF AMERICA CORP /DE | +71,300 | +108.0% | 137,331 |
| WELLINGTON MANAGEMENT GROUP LLP | +68,464 | +11.9% | 645,863 |
| ROYCE & ASSOCIATES LP | +67,508 | +20.5% | 396,381 |
| LSV ASSET MANAGEMENT | +59,944 | +7.6% | 848,381 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +52,318 | +15.4% | 391,212 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MARSHALL WACE, LLP | -1,000,489 | -94.3% | 60,979 |
| Rubric Capital Management LP | -932,009 | -91.5% | 86,844 |
| RWWM, INC. | -898,314 | -38.4% | 1,444,045 |
| UBS Group AG | -382,856 | -35.8% | 686,980 |
| MORGAN STANLEY | -354,607 | -28.8% | 875,996 |
| D. E. Shaw & Co., Inc. | -262,204 | -44.9% | 322,420 |
| Interval Partners, LP | -253,766 | -38.0% | 413,846 |
| Jain Global LLC | -247,070 | -91.0% | 24,375 |
| Robeco Institutional Asset Manageme | -133,688 | -84.3% | 24,972 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | -122,642 | -44.3% | 154,107 |
| AQR CAPITAL MANAGEMENT LLC | -110,744 | -26.7% | 303,585 |
| JPMORGAN CHASE & CO | -92,875 | -28.1% | 237,573 |
| Advisors Asset Management, Inc. | -46,171 | -79.2% | 12,095 |
| New Age Alpha Advisors, LLC | -43,996 | -68.9% | 19,881 |
| ALLIANCEBERNSTEIN L.P. | -30,871 | -38.6% | 49,197 |
| Verition Fund Management LLC | -30,372 | -85.8% | 5,013 |
| Mitsubishi UFJ Trust & Banking Corp | -26,227 | -79.4% | 6,791 |
| AMERICAN CENTURY COMPANIES INC | -25,397 | -1.8% | 1,355,729 |
| INDEPENDENT FINANCIAL GROUP, LLC | -24,300 | -61.8% | 15,000 |
| GSA CAPITAL PARTNERS LLP | -19,437 | -74.6% | 6,606 |