Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Carter Bankshares Inc (CARE)

161 + Investors. Track Smart Money conviction in CARE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
10Q ▲
Buyers last Q
71%

Smart Money Signals — CARE

Based on 162 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added CARE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
162 hedge funds hold CARE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+41% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 71% buying

110 buying46 selling
Last quarter: 110 funds were net buyers (53 opened a brand new position + 57 added to an existing one). Only 46 were sellers (31 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+38 vs last Q)

new funds entering per quarter
Funds opening a new CARE position: 13 → 15 → 15 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 23% medium ■ 34% new
69 out of 162 hedge funds have held CARE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +64% but shares only +15% — price-driven

Value
+63%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +64%, but actual share count only changed +15%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

16 → 13 → 15 → 15 → 53 new funds/Q
New funds entering each quarter: 13 → 15 → 15 → 53. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 51% veterans vs 36% newcomers

■ 51% veterans ■ 13% 1-2yr ■ 36% new
Entry-cohort mix of 162 holders: 82 (51%) are 2+ year veterans, 21 entered 1–2 years ago, and 59 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
43 of 162 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in CARE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CARE

In 2026 Q2, 110 hedge funds were net buyers of CARE (53 opened a new position, 57 added to an existing one), while 46 reduced or exited (31 trimmed, 15 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in CARE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 162.

Hedge Fund Ownership: CARE

How many hedge funds hold CARE — quarterly history vs. share price
Quarterly hedge fund ownership of CARE vs. share price

Market Analysis: CARE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CARE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: CARE
161 + Investors

Track Smart Money conviction in CARE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 161 124 29.84%
13F Shares 15M 13M 14.43%
Total Value $477M $292M 63.67%
New Positions 53 15 +38
Increased Positions 56 49 +7
Closed Positions 16 13 +3
Reduced Positions 31 39 -8
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CARE

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Financial Highlights

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Institutional Holders (2026 Q2)

161 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CARE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CARE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Petiole USA ltd 4.38% 179,222 $6.1M
2 Oppenheimer & Close, LLC 1.34% 62,500 $2.1M
3 Semanteon Capital Management, LP 1.16% 7,560 $257K
4 Huber Capital Management LLC 0.92% 183,553 $6.2M
5 EJF Capital LP 0.82% 36,001 $1.2M
6 Maltese Capital Management LLC 0.65% 105,000 $3.6M
7 Richard Young Associates, Ltd. 0.55% 24,471 $832K
8 LightSquare Wealth Management, LLC 0.34% 14,709 $500K
9 Kennedy Capital Management LLC 0.23% 384,084 $13.1M
10 Hillsdale Investment Management Inc. 0.20% 263,657 $9.0M
11 Basswood Capital Management, L.L.C. 0.18% 131,609 $4.5M
12 Sierra Summit Advisors LLC 0.15% 39,579 $1.3M
13 Algert Global LLC 0.11% 278,213 $9.5M
14 EntryPoint Capital, LLC 0.11% 10,858 $164K
15 Aquatic Capital Management LLC 0.09% 81,103 $2.8M
16 Bridgeway Capital Management, LLC 0.08% 141,683 $4.8M
17 Diversified Trust Co 0.08% 141,762 $4.8M
18 Martingale Asset Management L P 0.07% 91,899 $3.1M
19 Partners in Financial Planning 0.06% 12,299 $418K
20 Aigen Investment Management, LP 0.06% 6,021 $205K
21 Campbell & CO Investment Adviser LLC 0.05% 28,790 $979K
22 State of Wyoming 0.04% 12,621 $429K
23 Baader Bank Aktiengesellschaft 0.04% 15,000 $510K
24 Segall Bryant & Hamill, LLC 0.04% 87,905 $3.0M
25 Lazard Asset Management LLC 0.03% 640,742 $21.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Carter Bankshares Inc (CARE)

What does the Smart Money Trend signal show for CARE?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added CARE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CARE?

More buyers than sellers — 71% buying: Last quarter: 110 funds were net buyers (53 opened a brand new position + 57 added to an existing one). Only 46 were sellers (31 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CARE holders?

Elite ownership — 56% AUM from top-100 funds: 43 of 162 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in CARE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CARE?

43% of holders stayed for 2+ years: 69 out of 162 hedge funds have held CARE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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