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Carriage Services

158 hedge funds and large institutions have $776M invested in Carriage Services in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $6.41M

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

39% more capital invested

Capital invested by funds: $557M → $776M (+$219M)

19% more funds holding

Funds holding: 133158 (+25)

2.41% more ownership

Funds ownership: 69.99%72.4% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

53% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 68

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
32
Reduced
68
Closed
10
Calls
$25.3M
Puts
$6.41M
Net Calls
+$18.9M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$6.46M
Invesco
27
Invesco
Georgia
$6.2M +$2.94M +56,816 +144%
Wells Fargo
28
Wells Fargo
California
$4.89M -$1.56M -30,087 -28%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$4.86M -$383K -7,400 -9%
JCP
30
JB Capital Partners
New York
$4.58M -$1.05M -20,308 -22%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$4.47M -$1.16M -22,379 -24%
FEG
32
Financial Enhancement Group
Indiana
$4.43M +$67.4K +1,301 +2%
MMM
33
Mendel Money Management
Illinois
$4.42M -$257K -4,966 -7%
EI
34
EAM Investors
California
$4.41M +$1.6M +30,977 +83%
PPA
35
Parametric Portfolio Associates
Washington
$3.88M +$1.33M +25,618 +74%
JP Morgan Chase
36
JP Morgan Chase
New York
$3.5M +$2M +38,637 +247%
EGI
37
EAM Global Investors
California
$3.41M
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.01M -$1.56M -30,200 -39%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$2.9M -$542K -10,466 -19%
Goldman Sachs
40
Goldman Sachs
New York
$2.77M -$355K -6,845 -14%
FA
41
Friess Associates
Delaware
$2.75M +$2.21M +42,745 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$2.43M
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.42M +$1.95M +37,557 New
Morgan Stanley
44
Morgan Stanley
New York
$2.06M -$1.49M -28,696 -47%
Teacher Retirement System of Texas
45
Teacher Retirement System of Texas
Texas
$1.92M +$29.2K +564 +2%
TA
46
Teton Advisors
New York
$1.9M -$1.68M -32,500 -52%
Allianz Asset Management
47
Allianz Asset Management
Germany
$1.9M +$800K +15,439 +110%
MAM
48
Martingale Asset Management
Massachusetts
$1.74M -$571K -11,021 -29%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$1.71M -$194K -3,738 -12%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$1.7M +$1.11M +21,402 +432%