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Carriage Services
CSV

167 hedge funds and large institutions have $572M invested in Carriage Services in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

14% more capital invested

Capital invested by funds: $502M → $572M (+$70.1M)

8% more funds holding

Funds holding: 155 → 167 (+12)

3.65% more ownership

Funds ownership: 75.4% → 79.05% (+3.7%)

Holders
167
Holders Change
+12
Holders Change %
+7.74%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
61
Reduced
48
Closed
14
Calls
$397K
Puts
–
Net Calls
+$397K
Net Calls Change
+$88K

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$11.1M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.66M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$7.5M
4
Swedbank
Swedbank
Sweden
+$3.58M
5
BIG
Brooklyn Investment Group
New York
+$1.75M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$1.94M
2
Boston Partners
Boston Partners
Massachusetts
-$1.52M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.31M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.09M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$5.22M -$105K -2,416 -2%
KCM
27
Kennedy Capital Management
Missouri
$5.21M +$90.4K +2,078 +2%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$5.18M -$1.09M -25,021 -18%
Northern Trust
29
Northern Trust
Illinois
$5.14M +$169K +3,878 +4%
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$5M +$4.77M +109,606 New
RFC
31
Regions Financial Corp
Alabama
$4.99M +$201K +4,626 +4%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$4.54M -$277K -6,356 -6%
BA
33
Bard Associates
Illinois
$4.5M -$49.2K -1,130 -1%
Millennium Management
34
Millennium Management
New York
$4.19M -$1.94M -44,481 -33%
Universal-Beteiligungs- und Servicegesellschaft
35
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.09M – – –
SCP
36
Seizert Capital Partners
Michigan
$3.95M +$24.1K +554 +0.6%
Swedbank
37
Swedbank
Sweden
$3.75M +$3.58M +82,200 New
Goldman Sachs
38
Goldman Sachs
New York
$3.61M +$1.15M +26,398 +50%
DDPIC
39
Deroy & Devereaux Private Investment Counsel
Michigan
$3.51M +$17.4K +400 +0.5%
JCP
40
JB Capital Partners
New York
$3.24M – – –
Lazard Asset Management
41
Lazard Asset Management
New York
$3.12M +$1.44M +33,120 +94%
LPL Financial
42
LPL Financial
California
$2.91M +$35.9K +825 +1%
First Trust Advisors
43
First Trust Advisors
Illinois
$2.29M +$18.4K +422 +0.8%
Credit Agricole
44
Credit Agricole
France
$2.14M – – –
TI
45
Trexquant Investment
Connecticut
$2.1M +$444K +10,199 +28%
HF
46
HRT Financial
New York
$1.95M +$191K +4,387 +11%
LTAS
47
Linden Thomas Advisory Services
North Carolina
$1.92M +$906K +20,815 +98%
BIG
48
Brooklyn Investment Group
New York
$1.83M +$1.75M +40,160 New
NSIM
49
North Star Investment Management
Illinois
$1.83M +$1.17M +27,000 +208%
Citadel Advisors
50
Citadel Advisors
Florida
$1.73M +$780K +17,937 +90%
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CSV Hedge Fund Activity: Q1 2026 in Review

167 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2026, worth a combined $572M — up 14% from $502M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CSV positions and 14 closed out — a net gain of 16 holders — while 61 added to existing stakes and 48 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $11.1M. The largest seller was Millennium Management, cutting an estimated $1.94M.

  • 167 institutional investors held Carriage Services (CSV) as of Q1 2026, up from 155 in Q4 2025.
  • Funds reported $572M of Carriage Services stock for Q1 2026, up 14% quarter-over-quarter.
  • 30 funds opened new Carriage Services positions in Q1 2026 and 14 closed out, a net change of +16 holders.
  • The largest Carriage Services buyer in Q1 2026 was Polar Asset Management Partners, an estimated $11.1M added.
  • The largest Carriage Services seller in Q1 2026 was Millennium Management, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2026.