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Carriage Services

123 hedge funds and large institutions have $322M invested in Carriage Services in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

629% more call options, than puts

Call options by funds: $4.13M | Put options by funds: $567K

27% more capital invested

Capital invested by funds: $253M → $322M (+$68.9M)

2.23% more ownership

Funds ownership: 68.57%70.8% (+2.2%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 122123 (+1)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
32
Reduced
41
Closed
18
Calls
$4.13M
Puts
$567K
Net Calls
+$3.57M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
51
Virginia Retirement Systems
Virginia
$693K +$60.3K +1,900 +9%
Bessemer Group
52
Bessemer Group
New Jersey
$669K
Assenagon Asset Management
53
Assenagon Asset Management
Luxembourg
$662K +$688K +21,686 New
Group One Trading
54
Group One Trading
Illinois
$643K -$193K -6,092 -22%
SCP
55
Seizert Capital Partners
Michigan
$627K -$153K -4,836 -19%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$577K -$656K -20,678 -52%
UBS AM
57
UBS AM
Illinois
$571K -$226K -7,120 -28%
Tudor Investment Corp
58
Tudor Investment Corp
Connecticut
$540K -$475K -14,967 -46%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$536K +$10.8K +341 +2%
Allianz Asset Management
60
Allianz Asset Management
Germany
$531K
AG
61
Algert Global
California
$530K +$551K +17,354 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$506K -$7.26K -229 -1%
CCIA
63
Campbell & Co Investment Adviser
Maryland
$504K +$524K +16,518 New
NYLIM
64
New York Life Investment Management
New York
$485K +$504K +15,890 New
VFA
65
Values First Advisors
Tennessee
$475K +$14.6K +459 +3%
Brown Advisory
66
Brown Advisory
Maryland
$458K
Deutsche Bank
67
Deutsche Bank
Germany
$442K +$83.4K +2,629 +22%
ASN
68
Advisory Services Network
Georgia
$393K +$94.8K +2,988 +30%
CS
69
Credit Suisse
Switzerland
$374K +$57.3K +1,807 +17%
Teacher Retirement System of Texas
70
Teacher Retirement System of Texas
Texas
$370K -$1.33K -42 -0.3%
Wolverine Trading
71
Wolverine Trading
Illinois
$326K -$1.04M -32,671 -75%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$317K +$43.8K +1,379 +15%
CWA
73
CM Wealth Advisors
Ohio
$303K +$349K +10,986 New
HW
74
Hamilton Wealth
California
$302K +$314K +9,900 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$298K -$183K -5,774 -37%