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Carriage Services

130 hedge funds and large institutions have $410M invested in Carriage Services in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more capital invested

Capital invested by funds: $285M → $410M (+$125M)

15% more funds holding

Funds holding: 113130 (+17)

1.61% more ownership

Funds ownership: 71.37%72.98% (+1.6%)

22% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 45

83% less call options, than puts

Call options by funds: $669K | Put options by funds: $3.92M

Holders
130
Holders Change
+17
Holders Change %
+15.04%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
35
Reduced
45
Closed
7
Calls
$669K
Puts
$3.92M
Net Calls
-$3.25M
Net Calls Change
-$700K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Heartland Advisors
Wisconsin
$3.13M
Two Sigma Advisers
27
Two Sigma Advisers
New York
$2.64M -$125K -4,600 -5%
MMM
28
Mendel Money Management
Illinois
$2.58M -$25.7K -944 -1%
Los Angeles Capital Management
29
Los Angeles Capital Management
California
$2.55M -$254K -9,313 -10%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$2.46M -$264K -9,673 -11%
TA
31
Teton Advisors
New York
$2.44M -$191K -7,000 -8%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$2.36M -$52.3K -1,919 -2%
Fuller & Thaler Asset Management
33
Fuller & Thaler Asset Management
California
$2.17M -$251K -9,200 -12%
Morgan Stanley
34
Morgan Stanley
New York
$2.11M +$1.75M +64,040 +1,955%
Deutsche Bank
35
Deutsche Bank
Germany
$2.08M +$1.4M +51,381 +340%
RFC
36
Regions Financial Corp
Alabama
$2M
Goldman Sachs
37
Goldman Sachs
New York
$1.9M +$330K +12,106 +25%
Wells Fargo
38
Wells Fargo
California
$1.83M +$546K +20,028 +52%
WCM
39
Wedge Capital Management
North Carolina
$1.74M +$964K +35,368 +176%
Axa
40
Axa
France
$1.6M
MSL
41
Mackay Shields LLC
New York
$1.25M +$240K +8,800 +28%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$1.24M +$348K +12,759 +47%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.21M
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.2M -$13.2K -485 -1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.15M -$19.1K -700 -2%
PPA
46
Parametric Portfolio Associates
Washington
$1.1M -$9.59K -352 -1%
Invesco
47
Invesco
Georgia
$1.02M +$120K +4,413 +16%
CIC
48
Cornercap Investment Counsel
Georgia
$1.02M -$385K -14,134 -26%
JP Morgan Chase
49
JP Morgan Chase
New York
$978K +$255K +9,371 +43%
NISOA
50
National Investment Services of America
Wisconsin
$949K -$503K -18,467 -38%