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Carriage Services
CSV

Overview Fund Activity

154 hedge funds and large institutions have $447M invested in Carriage Services in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
41
Reduced
58
Closed
16
Calls
$698K
Puts
$252K
Net Calls
+$446K
Net Calls Change
-$797K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$85.7M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$3.55M
3
MHP
3
Manatuck Hill Partners
Connecticut
$5.62M
4
LPL Financial
4
LPL Financial
California
$5.27M
5
DLP
5
De Lisle Partners
United Kingdom
$7.15M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.4M
2
PP
2
Praetorian PR
Puerto Rico
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$25.8M
4
HA
4
Heartland Advisors
Wisconsin
$10.6M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
51
Penn Mutual Asset Management
Pennsylvania
$953K +$120K +3,095 +14%
Bank of America
52
Bank of America
North Carolina
$882K -$561K -14,483 -39%
Squarepoint
53
Squarepoint
New York
$867K +$593K +15,293 +216%
SG Americas Securities
54
SG Americas Securities
New York
$850K +$538K +13,892 +173%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$783K -$466K -12,024 -37%
Marshall Wace
56
Marshall Wace
United Kingdom
$754K -$957K -24,695 -56%
HF
57
HRT Financial
New York
$747K -$272K -7,021 -27%
Jane Street
58
Jane Street
New York
$689K +$689K +17,771 New
AQR Capital Management
59
AQR Capital Management
Connecticut
$678K -$159K -4,099 -19%
PAM
60
Parvin Asset Management
South Dakota
$677K -$155K -4,000 -19%
VFA
61
Values First Advisors
Tennessee
$675K -$2.83K -73 -0.4%
Man Group
62
Man Group
United Kingdom
$628K +$42.1K +1,086 +7%
MM
63
MQS Management
New York
$621K +$621K +16,017 New
Millennium Management
64
Millennium Management
New York
$602K +$75.3K +1,943 +14%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$598K +$148K +3,815 +33%
NA
66
Navellier & Associates
Nevada
$569K +$569K +14,288 New
VOYA Investment Management
67
VOYA Investment Management
Georgia
$566K +$142K +3,665 +34%
Barclays
68
Barclays
United Kingdom
$565K -$264K -6,800 -32%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
69
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$534K +$534K +13,777 New
Brown Advisory
70
Brown Advisory
Maryland
$527K – – –
Wells Fargo
71
Wells Fargo
California
$493K +$179K +4,628 +57%
AllianceBernstein
72
AllianceBernstein
Tennessee
$492K -$33.3K -860 -6%
Citigroup
73
Citigroup
New York
$465K -$34.3K -886 -7%
Prudential Financial
74
Prudential Financial
New Jersey
$423K +$423K +10,915 New
XT
75
XTX Topco
Cayman Islands
$403K -$87.8K -2,265 -18%
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