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Carriage Services
CSV

Overview Fund Trends Analyst Outlook Journalist POV

154 hedge funds and large institutions have $620M invested in Carriage Services in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

more funds holding in top 10

Funds holding in top 10: →

less funds holding

Funds holding: →

less first-time investments, than exits

New positions opened: | Existing positions closed:

20% less capital invested

Capital invested by funds: $776M → $620M (-$156M)

43% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 70

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.8M
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$5.67M
2
+$5.58M
3
+$3.73M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.23M
5
GACM
Global Alpha Capital Management
Quebec, Canada
+$2.84M

Top Sellers

1
-$8.24M
2
-$6.7M
3
-$5.88M
4
EI
EAM Investors
California
-$4.41M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$3.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$5.31M
27
$5.19M
28
$4.57M
29
$4.4M
30
$4.14M
31
$3.83M
32
$3.78M
33
$3.05M
34
$2.71M
35
$2.57M
36
$2.54M
37
$2.26M
38
$2.23M
39
$2.23M
40
$2.17M
41
$2.13M
42
$2.12M
43
$2.01M
44
$1.93M
45
$1.8M
46
$1.59M
47
$1.5M
48
$1.42M
49
$1.39M
50
$1.38M
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2
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