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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 America
51
Bank of America
North Carolina
$1.51M -$337K -7,745 -19%
American Century Companies
52
American Century Companies
Missouri
$1.45M -$85.7K -1,969 -6%
N
53
Nuveen
North Carolina
$1.4M -$108K -2,476 -7%
MMM
54
Mendel Money Management
Illinois
$1.25M -$92K -2,115 -7%
Invesco
55
Invesco
Georgia
$1.23M -$101K -2,330 -8%
Point72 Asset Management
56
Point72 Asset Management
Connecticut
$1.16M +$700K +16,080 +171%
IIM
57
Ironwood Investment Management
Massachusetts
$1.07M – – –
XT
58
XTX Topco
Cayman Islands
$1.05M +$790K +18,168 +373%
PAM
59
Panagora Asset Management
Massachusetts
$1M +$954K +21,927 New
UBS Group
60
UBS Group
Switzerland
$973K +$38.1K +876 +4%
GCP
61
GSA Capital Partners
United Kingdom
$949K +$572K +13,148 +172%
PAM
62
Parvin Asset Management
South Dakota
$900K +$99.8K +2,295 +13%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$808K -$19.3K -443 -2%
RS
64
R Squared
Hong Kong
$793K +$43.6K +1,002 +6%
QCM
65
Quantinno Capital Management
New York
$792K +$309K +7,096 +69%
BFM
66
Boothbay Fund Management
New York
$716K +$682K +15,684 New
AllianceBernstein
67
AllianceBernstein
Tennessee
$714K – – –
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$674K +$503K +11,562 +361%
VFA
69
Values First Advisors
Tennessee
$657K +$6.09K +140 +1%
CCIA
70
Campbell & Co Investment Adviser
Maryland
$619K -$418K -9,602 -41%
WWA
71
WCG Wealth Advisors
Nevada
$583K +$555K +12,763 New
Deutsche Bank
72
Deutsche Bank
Germany
$565K +$74.5K +1,713 +16%
AQR Capital Management
73
AQR Capital Management
Connecticut
$506K +$13.4K +307 +3%
Neuberger Berman Group
74
Neuberger Berman Group
New York
$486K +$23.8K +548 +5%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$454K +$14K +321 +3%
1 2
3
4 5

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.