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Carriage Services
CSV

Overview Fund Activity

158 hedge funds and large institutions have $545M invested in Carriage Services in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
50
Closed
20
Calls
$1.06M
Puts
–
Net Calls
+$1.06M
Net Calls Change
+$611K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$108M
2
BlackRock
2
BlackRock
New York
$47.6M
3
SCP
3
Seizert Capital Partners
Michigan
$2.45M
4
Ameriprise
4
Ameriprise
Minnesota
$21.8M
5
TI
5
Trexquant Investment
Connecticut
$2.38M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.81M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$28.4M
4
NL
4
Nuveen LLC
North Carolina
$3.07M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$8.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$4.41M -$1.03M -22,430 -19%
RFC
27
Regions Financial Corp
Alabama
$4.3M +$1.02M +22,284 +31%
Universal-Beteiligungs- und Servicegesellschaft
28
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.09M – – –
Two Sigma Investments
29
Two Sigma Investments
New York
$3.86M +$1.69M +36,915 +78%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$3.75M +$750K +16,406 +25%
DDPIC
31
Deroy & Devereaux Private Investment Counsel
Michigan
$3.62M -$101K -2,210 -3%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$3.53M -$71.6K -1,566 -2%
JCP
33
JB Capital Partners
New York
$3.24M – – –
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$3.23M +$98.8K +2,160 +3%
NL
35
Nuveen LLC
North Carolina
$3.07M -$1.84M -40,134 -37%
LPL Financial
36
LPL Financial
California
$2.81M -$3.41M -74,517 -55%
SCP
37
Seizert Capital Partners
Michigan
$2.45M +$2.45M +53,514 New
NIG
38
NFJ Investment Group
Texas
$2.44M -$15.2K -333 -0.6%
Bank of America
39
Bank of America
North Carolina
$2.4M +$1.36M +29,692 +130%
MMM
40
Mendel Money Management
Illinois
$2.39M -$196K -4,290 -8%
TI
41
Trexquant Investment
Connecticut
$2.38M +$2M +43,777 +528%
Goldman Sachs
42
Goldman Sachs
New York
$2.32M +$367K +8,018 +19%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.95M +$137K +3,001 +8%
Norges Bank
44
Norges Bank
Norway
$1.85M +$1.85M +40,400 New
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$1.83M +$185K +4,039 +11%
CCIA
46
Campbell & Co Investment Adviser
Maryland
$1.6M +$1.6M +35,046 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$1.56M +$1.56M +33,962 New
UBS Group
48
UBS Group
Switzerland
$1.52M +$1.08M +23,609 +246%
Lazard Asset Management
49
Lazard Asset Management
New York
$1.5M +$1.5M +32,833 New
AWM
50
Axxcess Wealth Management
California
$1.48M +$1.48M +32,261 New
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