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Carriage Services

130 hedge funds and large institutions have $410M invested in Carriage Services in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more capital invested

Capital invested by funds: $285M → $410M (+$125M)

15% more funds holding

Funds holding: 113130 (+17)

1.61% more ownership

Funds ownership: 71.37%72.98% (+1.6%)

22% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 45

83% less call options, than puts

Call options by funds: $669K | Put options by funds: $3.92M

Holders
130
Holders Change
+17
Holders Change %
+15.04%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
35
Reduced
45
Closed
7
Calls
$669K
Puts
$3.92M
Net Calls
-$3.25M
Net Calls Change
-$700K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$934K +$98.3K +3,607 +14%
Grantham, Mayo, Van Otterloo & Co (GMO)
52
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$877K -$739K -27,100 -49%
GPCM
53
Granite Point Capital Management
Massachusetts
$827K +$174K +6,400 +32%
CS
54
Credit Suisse
Switzerland
$821K +$135K +4,941 +23%
SFI
55
Susquehanna Fundamental Investments
Pennsylvania
$803K -$19.1K -700 -3%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$801K -$462K -16,940 -40%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$778K -$10.9K -400 -2%
PAM
58
Panagora Asset Management
Massachusetts
$685K +$342K +12,534 +134%
Brown Advisory
59
Brown Advisory
Maryland
$685K +$596K +21,856 New
AAMU
60
Amundi Asset Management US
Massachusetts
$667K
Citadel Advisors
61
Citadel Advisors
Florida
$639K -$1.52M -55,633 -73%
Tudor Investment Corp
62
Tudor Investment Corp
Connecticut
$625K +$149K +5,459 +38%
Two Sigma Investments
63
Two Sigma Investments
New York
$619K -$171K -6,265 -24%
RR
64
Robotti Robert
$569K -$6.81K -250 -1%
WG
65
Winton Group
United Kingdom
$552K -$1.13M -41,621 -70%
CCIA
66
Campbell & Co Investment Adviser
Maryland
$535K +$5.78K +212 +1%
Squarepoint
67
Squarepoint
New York
$511K -$739K -27,126 -62%
AllianceBernstein
68
AllianceBernstein
Tennessee
$504K -$134K -4,900 -23%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$489K
EGM
70
Engineers Gate Manager
New York
$473K +$412K +15,110 New
VFA
71
Values First Advisors
Tennessee
$469K -$6.68K -245 -2%
VRS
72
Virginia Retirement Systems
Virginia
$467K -$19.1K -700 -4%
Barclays
73
Barclays
United Kingdom
$455K -$60.8K -2,230 -13%
AQR Capital Management
74
AQR Capital Management
Connecticut
$442K +$78.1K +2,866 +25%
Bank of America
75
Bank of America
North Carolina
$408K +$115K +4,228 +48%