Polar Asset Management Partners’s Carriage Services CSV Stock Holding History

Polar Asset Management Partners’s Portfolio CSV Stock Details CSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.5M	Buy	326,173 +71,905	+28%	+$3.15M	0.21%	106
2026 Q1	$11.6M	Buy	+254,268	New	+$11.1M	0.23%	86
2021 Q3	–	Sell	-489,666	Closed	-$18.1M	–	1258
2021 Q2	$18.1M	Buy	489,666 +9,200	+2%	+$343K	0.19%	115
2021 Q1	$16.9M	Buy	480,466 +309,793	+182%	+$10.7M	0.17%	113
2020 Q4	$5.34M	Buy	+170,673	New	+$4.65M	0.06%	269
2020 Q3	–	Sell	-60,000	Closed	-$1.09M	–	614
2020 Q2	$1.09M	Buy	+60,000	New	+$1.01M	0.02%	306
2017 Q3	–	Sell	-110,000	Closed	-$2.97M	–	319
2017 Q2	$2.97M	Hold	110,000	–	–	0.07%	178
2017 Q1	$2.98M	Buy	+110,000	New	+$2.95M	0.08%	173

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polar Asset Management Partners's CSV Position: Q2 2026 in Review

Polar Asset Management Partners increased its Carriage Services (CSV) stake by 28% in Q2 2026, buying an estimated $3.15M and bringing the position to 326,173 shares worth $12.5M. The position accounts for 0.21% of the portfolio, ranked #106.

Polar Asset Management Partners first reported a position in CSV in Q1 2017 and has held it in 8 quarters since. The position peaked at $18.1M in Q2 2021. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

Polar Asset Management Partners held 326,173 shares of Carriage Services worth $12.5M as of Q2 2026.
Polar Asset Management Partners bought 71,905 Carriage Services shares in Q2 2026, an estimated $3.15M.
Carriage Services made up 0.21% of Polar Asset Management Partners's portfolio in Q2 2026, its #106 holding.
Polar Asset Management Partners first reported a position in Carriage Services in Q1 2017 and has held it in 8 quarters since.
Polar Asset Management Partners's Carriage Services position peaked at $18.1M in Q2 2021.
158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Polar Asset Management Partners's 13F filing for Q2 2026, filed 14 Aug 2026.