We are live on ! Find out more
CSV icon

Carriage Services
CSV

167 hedge funds and large institutions have $572M invested in Carriage Services in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

14% more capital invested

Capital invested by funds: $502M → $572M (+$70.1M)

8% more funds holding

Funds holding: 155 → 167 (+12)

3.65% more ownership

Funds ownership: 75.4% → 79.05% (+3.7%)

Holders
167
Holders Change
+12
Holders Change %
+7.74%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
61
Reduced
48
Closed
14
Calls
$397K
Puts
–
Net Calls
+$397K
Net Calls Change
+$88K

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$11.1M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.66M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$7.5M
4
Swedbank
Swedbank
Sweden
+$3.58M
5
BIG
Brooklyn Investment Group
New York
+$1.75M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$1.94M
2
Boston Partners
Boston Partners
Massachusetts
-$1.52M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.31M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.09M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M +$756K +17,368 +0.7%
BlackRock
2
BlackRock
New York
$46.6M -$430K -9,873 -1%
VCM
3
Vanguard Capital Management
Pennsylvania
$29.1M +$27.8M +638,118 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$27.9M +$153K +3,520 +0.6%
LSV Asset Management
5
LSV Asset Management
Illinois
$25M -$857K -19,700 -3%
Ameriprise
6
Ameriprise
Minnesota
$23.6M +$1.5M +34,491 +7%
Renaissance Technologies
7
Renaissance Technologies
New York
$19.5M -$1.05M -24,202 -5%
Two Sigma Investments
8
Two Sigma Investments
New York
$16.7M +$9.66M +222,137 +156%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$16.3M -$1.31M -30,112 -8%
State Street
10
State Street
Massachusetts
$14.1M -$154K -3,540 -1%
VPM
11
Vanguard Portfolio Management
Pennsylvania
$13.1M +$12.5M +287,352 New
PAIM
12
Punch & Associates Investment Management
Minnesota
$12M +$742K +17,051 +7%
PAMP
13
Polar Asset Management Partners
Ontario, Canada
$11.6M +$11.1M +254,268 New
DLP
14
De Lisle Partners
United Kingdom
$10.8M -$6.05K -139 -0.1%
Boston Partners
15
Boston Partners
Massachusetts
$9.54M -$1.52M -34,899 -14%
HA
16
Heartland Advisors
Wisconsin
$9.47M – – –
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$7.87M +$7.5M +172,323 New
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$6.77M -$41.9K -963 -0.6%
RC
19
RBF Capital
California
$6.55M – – –
Morgan Stanley
20
Morgan Stanley
New York
$6.17M -$484K -11,127 -8%
NC
21
Nicholas Company
Wisconsin
$6.06M -$29.8K -685 -0.5%
MHP
22
Manatuck Hill Partners
Connecticut
$5.8M -$435K -10,000 -7%
Charles Schwab
23
Charles Schwab
California
$5.71M -$142K -3,262 -3%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$5.68M +$580K +13,321 +12%
JP Morgan Chase
25
JP Morgan Chase
New York
$5.52M +$16.7K +385 +0.3%
1
2 3 4 5

CSV Hedge Fund Activity: Q1 2026 in Review

167 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2026, worth a combined $572M — up 14% from $502M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CSV positions and 14 closed out — a net gain of 16 holders — while 61 added to existing stakes and 48 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $11.1M. The largest seller was Millennium Management, cutting an estimated $1.94M.

  • 167 institutional investors held Carriage Services (CSV) as of Q1 2026, up from 155 in Q4 2025.
  • Funds reported $572M of Carriage Services stock for Q1 2026, up 14% quarter-over-quarter.
  • 30 funds opened new Carriage Services positions in Q1 2026 and 14 closed out, a net change of +16 holders.
  • The largest Carriage Services buyer in Q1 2026 was Polar Asset Management Partners, an estimated $11.1M added.
  • The largest Carriage Services seller in Q1 2026 was Millennium Management, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2026.