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Carriage Services
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Overview Fund Activity

123 hedge funds and large institutions have $322M invested in Carriage Services in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
32
Reduced
41
Closed
18
Calls
$4.13M
Puts
$567K
Net Calls
+$3.57M
Net Calls Change
+$3.19M

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$14.6M
2
Ameriprise
2
Ameriprise
Minnesota
$39.4M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$4.79M
4
HFA
4
Harbert Fund Advisors
Alabama
$2.69M
5
CP
5
CenterBook Partners
Connecticut
$2.59M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$24.7M
2
DIM
2
DC Investments Management
Virginia
$1.31M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BlackRock
4
BlackRock
New York
$29.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$3.28M +$455K +14,919 +16%
RFC
27
Regions Financial Corp
Alabama
$3.06M – – –
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$2.96M -$423K -13,857 -13%
Citadel Advisors
29
Citadel Advisors
Florida
$2.87M -$216K -7,082 -7%
HFA
30
Harbert Fund Advisors
Alabama
$2.69M +$2.69M +88,185 New
CP
31
CenterBook Partners
Connecticut
$2.59M +$2.59M +84,873 New
MMM
32
Mendel Money Management
Illinois
$2.17M +$87K +2,850 +4%
JCP
33
JB Capital Partners
New York
$2.17M – – –
AQR Capital Management
34
AQR Capital Management
Connecticut
$1.98M -$103K -3,391 -5%
Goldman Sachs
35
Goldman Sachs
New York
$1.66M +$662K +21,689 +67%
RC
36
Roubaix Capital
Colorado
$1.58M +$1.58M +51,688 New
Marshall Wace
37
Marshall Wace
United Kingdom
$1.36M -$975K -31,938 -42%
LPL Financial
38
LPL Financial
California
$1.31M +$1.31M +42,950 New
DIM
39
DC Investments Management
Virginia
$1.31M -$1.31M -43,048 -50%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.3M -$59K -1,931 -4%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.06M +$81.2K +2,662 +8%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$1.05M +$406K +13,293 +63%
Bank of America
43
Bank of America
North Carolina
$986K +$95.6K +3,131 +11%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$986K -$1.08M -35,400 -52%
AIMCA
45
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$983K +$983K +32,200 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$872K -$97.7K -3,200 -10%
CIA
47
Capital Impact Advisors
Massachusetts
$856K – – –
Invesco
48
Invesco
Georgia
$850K -$291K -9,548 -26%
Jane Street
49
Jane Street
New York
$784K +$784K +25,688 New
Squarepoint
50
Squarepoint
New York
$713K -$210K -6,883 -23%
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