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Carriage Services
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106 hedge funds and large institutions have $275M invested in Carriage Services in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $215K | Put options by funds: $40K

27% more capital invested

Capital invested by funds: $216M → $275M (+$59.2M)

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

5.98% more ownership

Funds ownership: 72.68% → 78.66% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 112 → 106 (-6)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
106
Holders Change
-6
Holders Change %
-5.36%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
39
Reduced
32
Closed
17
Calls
$215K
Puts
$40K
Net Calls
+$175K
Net Calls Change
+$207K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.18M
2
TA
Teachers Advisors
New York
+$2.44M
3
KCM
Kennedy Capital Management
Missouri
+$2.17M
4
GACM
Global Alpha Capital Management
Quebec, Canada
+$2.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.82M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$4.76M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.54M
3
Millennium Management
Millennium Management
New York
-$1.88M
4
KTA
Keeley-Teton Advisors
Illinois
-$1.66M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$771K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$2.32M -$381K -19,771 -14%
LSV Asset Management
27
LSV Asset Management
Illinois
$2.13M -$4.76M -246,808 -69%
MAM
28
Martingale Asset Management
Massachusetts
$1.92M +$474K +24,600 +33%
Charles Schwab
29
Charles Schwab
California
$1.91M +$311K +16,141 +19%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$1.75M -$25.1K -1,300 -1%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.72M +$296K +15,380 +21%
Prudential Financial
32
Prudential Financial
New Jersey
$1.66M +$1.66M +86,171 New
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$1.4M +$1.04M +54,013 +286%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.38M -$270K -14,008 -16%
RFC
35
Regions Financial Corp
Alabama
$1.19M – – –
Credit Agricole
36
Credit Agricole
France
$1.16M +$1.16M +60,000 New
Deutsche Bank
37
Deutsche Bank
Germany
$1.11M +$673K +34,936 +153%
Bessemer Group
38
Bessemer Group
New Jersey
$1.02M +$391K +20,300 +62%
Goldman Sachs
39
Goldman Sachs
New York
$981K -$251K -13,038 -20%
BCM
40
Bridgeway Capital Management
Texas
$918K – – –
Citadel Advisors
41
Citadel Advisors
Florida
$878K -$630K -32,701 -42%
Millennium Management
42
Millennium Management
New York
$857K -$1.88M -97,684 -69%
Wells Fargo
43
Wells Fargo
California
$805K -$29.8K -1,545 -4%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$784K +$81.1K +4,210 +12%
PPA
45
Parametric Portfolio Associates
Washington
$729K +$256K +13,276 +54%
SGI
46
Summit Global Investments
Utah
$728K -$63.6K -3,300 -8%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$644K +$644K +33,425 New
Swiss National Bank
48
Swiss National Bank
Switzerland
$639K +$19.3K +1,000 +3%
KTA
49
Keeley-Teton Advisors
Illinois
$605K -$1.66M -86,336 -73%
FPC
50
Falcon Point Capital
California
$584K +$12.9K +668 +2%
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