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Carriage Services

126 hedge funds and large institutions have $361M invested in Carriage Services in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

29% more capital invested

Capital invested by funds: $281M → $361M (+$80.1M)

22% more call options, than puts

Call options by funds: $243K | Put options by funds: $199K

16% more funds holding

Funds holding: 109126 (+17)

2% more ownership

Funds ownership: 77.02%79.02% (+2%)

Holders
126
Holders Change
+17
Holders Change %
+15.6%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
47
Reduced
32
Closed
9
Calls
$243K
Puts
$199K
Net Calls
+$44K
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Bard Associates
Illinois
$3.31M -$107K -4,400 -3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$3.01M -$946K -39,016 -25%
LSV Asset Management
28
LSV Asset Management
Illinois
$2.8M -$131K -5,400 -5%
MAM
29
Martingale Asset Management
Massachusetts
$2.76M +$133K +5,500 +5%
Charles Schwab
30
Charles Schwab
California
$2.63M +$52.8K +2,176 +2%
Two Sigma Investments
31
Two Sigma Investments
New York
$2.47M +$477K +19,683 +26%
Squarepoint
32
Squarepoint
New York
$2.39M +$1.07M +44,096 +90%
WG
33
Winton Group
United Kingdom
$2.35M +$372K +15,325 +20%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$2.2M +$223K +9,200 +12%
OAM
35
Oxford Asset Management
United Kingdom
$2.04M +$124K +5,103 +7%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$1.99M +$538K +22,172 +40%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$1.8M +$727K +29,975 +74%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$1.76M -$1.77M -72,886 -51%
Morgan Stanley
39
Morgan Stanley
New York
$1.72M +$490K +20,188 +43%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.66M -$512K -21,109 -25%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63M +$245K +10,100 +19%
RFC
42
Regions Financial Corp
Alabama
$1.6M +$25.1K +1,036 +2%
Allianz Asset Management
43
Allianz Asset Management
Germany
$1.55M +$53.1K +2,190 +4%
Bessemer Group
44
Bessemer Group
New Jersey
$1.54M +$75.2K +3,100 +5%
TA
45
Teton Advisors
New York
$1.54M +$194K +7,998 +15%
SWP
46
Stratos Wealth Partners
Ohio
$1.47M -$1.38M -57,044 -50%
PPA
47
Parametric Portfolio Associates
Washington
$1.39M +$42.3K +1,746 +3%
BCM
48
Bridgeway Capital Management
Texas
$1.22M
CIC
49
Cornercap Investment Counsel
Georgia
$1.16M -$13.2K -545 -1%
NISOA
50
National Investment Services of America
Wisconsin
$1.11M +$1.05M +43,234 New