We are live on ! Find out more
CSV icon

Carriage Services

129 hedge funds and large institutions have $269M invested in Carriage Services in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,393% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $113K

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more funds holding

Funds holding: 114129 (+15)

4% more capital invested

Capital invested by funds: $259M → $269M (+$10.1M)

3.4% less ownership

Funds ownership: 69.03%65.63% (-3.4%)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
36
Reduced
44
Closed
9
Calls
$2.82M
Puts
$113K
Net Calls
+$2.7M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$2.34M +$220K +8,791 +11%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$2.12M -$676K -27,010 -26%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$2.06M +$350K +13,979 +22%
JCP
29
JB Capital Partners
New York
$1.91M
MMM
30
Mendel Money Management
Illinois
$1.62M -$215K -8,580 -13%
HIM
31
Hillsdale Investment Management
Ontario, Canada
$1.52M +$1.4M +56,086 New
LPL Financial
32
LPL Financial
California
$1.46M -$8.19K -327 -0.6%
Citadel Advisors
33
Citadel Advisors
Florida
$1.45M -$1.73M -69,187 -56%
GCP
34
GSA Capital Partners
United Kingdom
$1.38M +$856K +34,178 +203%
Invesco
35
Invesco
Georgia
$1.35M +$566K +22,617 +83%
Bank of America
36
Bank of America
North Carolina
$1.24M +$468K +18,708 +69%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.19M -$165K -6,583 -13%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.15M +$167K +6,680 +19%
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$1.13M +$391K +15,622 +60%
UBS Group
40
UBS Group
Switzerland
$1.04M -$443K -17,693 -31%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.02M +$28.6K +1,142 +3%
Marshall Wace
42
Marshall Wace
United Kingdom
$1.01M -$80.4K -3,211 -8%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$975K +$903K +36,059 New
MRCM
44
Mill Road Capital Management
Connecticut
$890K -$3.67M -146,566 -82%
AIMCA
45
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$871K
Swiss National Bank
46
Swiss National Bank
Switzerland
$718K
YIH
47
Y-Intercept (HK)
Hong Kong
$639K +$138K +5,528 +31%
Goldman Sachs
48
Goldman Sachs
New York
$629K +$361K +14,432 +163%
TI
49
Trexquant Investment
Connecticut
$628K +$582K +23,234 New
HF
50
HRT Financial
New York
$618K +$185K +7,380 +48%