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Carriage Services
CSV

Overview Fund Activity

157 hedge funds and large institutions have $543M invested in Carriage Services in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 20 closing their positions.

Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
49
Closed
20
Calls
$668K
Puts
–
Net Calls
+$668K
Net Calls Change
+$222K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$108M
2
BlackRock
2
BlackRock
New York
$47.6M
3
SCP
3
Seizert Capital Partners
Michigan
$2.45M
4
Ameriprise
4
Ameriprise
Minnesota
$21.8M
5
TI
5
Trexquant Investment
Connecticut
$2.38M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.81M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$28.4M
4
NL
4
Nuveen LLC
North Carolina
$3.07M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$8.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$108M 2,353,940 +142,048 +6%
BlackRock
2
BlackRock
New York
$47.6M 1,041,103 +66,653 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.9M 982,423 +41,011 +4%
LSV Asset Management
4
LSV Asset Management
Illinois
$29.4M 642,017 -6,400 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$28.4M 619,802 -45,454 -7%
Renaissance Technologies
6
Renaissance Technologies
New York
$24.1M 526,700 +13,800 +3%
Ameriprise
7
Ameriprise
Minnesota
$21.8M 477,238 +52,889 +12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16M 350,092 +17,931 +5%
State Street
9
State Street
Massachusetts
$13.6M 297,829 +1,736 +0.6%
HA
10
Heartland Advisors
Wisconsin
$11.6M 254,550 -18,941 -7%
DLP
11
De Lisle Partners
United Kingdom
$9.6M 209,777 +25,676 +14%
Boston Partners
12
Boston Partners
Massachusetts
$9.27M 202,581 +14,056 +7%
Morgan Stanley
13
Morgan Stanley
New York
$8.59M 187,793 +8,472 +5%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$8.51M 185,966 -39,348 -17%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$7.02M 153,580 -14,499 -9%
MHP
16
Manatuck Hill Partners
Connecticut
$6.63M 145,000 – –
RC
17
RBF Capital
California
$6.56M 143,430 – –
NC
18
Nicholas Company
Wisconsin
$6.09M 133,215 -50 -0%
PAIM
19
Punch & Associates Investment Management
Minnesota
$6.07M 132,695 +41,195 +45%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.55M 121,287 +5,894 +5%
KCM
21
Kennedy Capital Management
Missouri
$5.18M 113,292 +8,176 +8%
Charles Schwab
22
Charles Schwab
California
$5.06M 110,537 +4,399 +4%
Northern Trust
23
Northern Trust
Illinois
$4.98M 108,859 +1,835 +2%
BA
24
Bard Associates
Illinois
$4.91M 107,310 -3,450 -3%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$4.79M 104,700 +17,700 +20%
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