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Carriage Services

116 hedge funds and large institutions have $332M invested in Carriage Services in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $322M → $332M (+$10.1M)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

2.35% less ownership

Funds ownership: 70.8%68.45% (-2.4%)

6% less funds holding

Funds holding: 123116 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

59% less call options, than puts

Call options by funds: $1.65M | Put options by funds: $3.99M

Holders
116
Holders Change
-7
Holders Change %
-5.69%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
39
Reduced
41
Closed
14
Calls
$1.65M
Puts
$3.99M
Net Calls
-$2.34M
Net Calls Change
-$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Algert Global
California
$628K +$55.3K +1,974 +11%
SCP
52
Seizert Capital Partners
Michigan
$624K -$36.9K -1,318 -6%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$615K +$38.3K +1,369 +8%
UBS AM
54
UBS AM
Illinois
$571K
CS
55
Credit Suisse
Switzerland
$555K +$133K +4,732 +39%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$528K -$8.6K -307 -2%
DIM
57
DC Investments Management
Virginia
$519K -$753K -26,874 -63%
VFA
58
Values First Advisors
Tennessee
$518K +$11.5K +410 +3%
Brown Advisory
59
Brown Advisory
Maryland
$474K -$11.2K -400 -3%
NYLIM
60
New York Life Investment Management
New York
$438K -$66.8K -2,386 -15%
ASN
61
Advisory Services Network
Georgia
$400K -$15.1K -540 -4%
PI
62
PEAK6 Investments
Illinois
$376K +$324K +11,582 New
Teacher Retirement System of Texas
63
Teacher Retirement System of Texas
Texas
$373K -$17.3K -616 -5%
Marshall Wace
64
Marshall Wace
United Kingdom
$356K -$943K -33,660 -75%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$341K +$2.86K +102 +1%
CCIA
66
Campbell & Co Investment Adviser
Maryland
$338K -$171K -6,121 -37%
Legal & General Group
67
Legal & General Group
United Kingdom
$335K +$88.8K +3,171 +44%
Wolverine Trading
68
Wolverine Trading
Illinois
$332K -$32.4K -1,157 -11%
Two Sigma Investments
69
Two Sigma Investments
New York
$310K +$267K +9,539 New
VRS
70
Virginia Retirement Systems
Virginia
$286K -$389K -13,900 -61%
OQS
71
Occudo Quantitative Strategies
Florida
$281K +$242K +8,655 New
AllianceBernstein
72
AllianceBernstein
Tennessee
$275K +$18.8K +670 +9%
IA
73
Inspire Advisors
Idaho
$266K +$27.7K +990 +14%
LCM
74
Legato Capital Management
California
$253K +$252 +9 +0.1%
Allianz Asset Management
75
Allianz Asset Management
Germany
$243K -$277K -9,900 -57%