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Carriage Services

113 hedge funds and large institutions have $285M invested in Carriage Services in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

19% more capital invested

Capital invested by funds: $240M → $285M (+$44.9M)

3% less funds holding

Funds holding: 116113 (-3)

2.66% less ownership

Funds ownership: 74.03%71.37% (-2.7%)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

46% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $5.57M

47% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 51

Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
27
Reduced
51
Closed
12
Calls
$3.02M
Puts
$5.57M
Net Calls
-$2.55M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$1.97M -$1.32M -62,776 -42%
TA
27
Teton Advisors
New York
$1.9M -$42.1K -2,000 -2%
MMM
28
Mendel Money Management
Illinois
$1.86M +$628K +29,867 +56%
Fuller & Thaler Asset Management
29
Fuller & Thaler Asset Management
California
$1.75M -$584K -27,740 -26%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$1.72M -$354K -16,832 -18%
Citadel Advisors
31
Citadel Advisors
Florida
$1.7M -$415K -19,747 -21%
RFC
32
Regions Financial Corp
Alabama
$1.42M
WG
33
Winton Group
United Kingdom
$1.32M -$455K -21,625 -27%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.23M -$124K -5,900 -10%
CIC
35
Cornercap Investment Counsel
Georgia
$1.21M +$19.2K +911 +2%
Axa
36
Axa
France
$1.14M
NISOA
37
National Investment Services of America
Wisconsin
$1.09M
Goldman Sachs
38
Goldman Sachs
New York
$1.08M -$354K -16,836 -26%
Boston Partners
39
Boston Partners
Massachusetts
$1.07M -$9.63K -458 -0.9%
MAM
40
Martingale Asset Management
Massachusetts
$1.06M -$1.27M -60,500 -56%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$1.03M +$977K +46,429 New
Squarepoint
42
Squarepoint
New York
$969K -$93.8K -4,461 -9%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$948K +$385K +18,315 +76%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$864K -$13K -620 -2%
Swiss National Bank
45
Swiss National Bank
Switzerland
$863K
Wells Fargo
46
Wells Fargo
California
$860K -$90.5K -4,300 -10%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$836K +$23.1K +1,100 +3%
PPA
48
Parametric Portfolio Associates
Washington
$792K -$11.6K -550 -2%
MSL
49
Mackay Shields LLC
New York
$696K -$79.9K -3,800 -11%
Invesco
50
Invesco
Georgia
$632K -$20.3K -963 -3%