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Carriage Services
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Overview Fund Activity

158 hedge funds and large institutions have $545M invested in Carriage Services in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
50
Closed
20
Calls
$1.06M
Puts
–
Net Calls
+$1.06M
Net Calls Change
+$611K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$108M
2
BlackRock
2
BlackRock
New York
$47.6M
3
SCP
3
Seizert Capital Partners
Michigan
$2.45M
4
Ameriprise
4
Ameriprise
Minnesota
$21.8M
5
TI
5
Trexquant Investment
Connecticut
$2.38M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.81M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$28.4M
4
NL
4
Nuveen LLC
North Carolina
$3.07M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$8.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
51
American Century Companies
Missouri
$1.4M +$123K +2,691 +10%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.38M -$195K -4,261 -12%
Barclays
53
Barclays
United Kingdom
$1.38M +$715K +15,637 +107%
Invesco
54
Invesco
Georgia
$1.31M -$80.4K -1,758 -6%
PMAM
55
Penn Mutual Asset Management
Pennsylvania
$1.3M +$177K +3,873 +16%
EI
56
EAM Investors
California
$1.11M +$1.11M +24,164 New
Jane Street
57
Jane Street
New York
$1.06M +$245K +5,349 +30%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1,000K +$75.7K +1,654 +8%
Connor, Clark & Lunn Investment Management (CC&L)
59
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$959K -$625K -13,675 -39%
LTAS
60
Linden Thomas Advisory Services
North Carolina
$899K -$503K -10,992 -36%
II
61
Inspire Investing
Idaho
$878K +$878K +19,203 New
SG Americas Securities
62
SG Americas Securities
New York
$841K -$163K -3,552 -16%
VFA
63
Values First Advisors
Tennessee
$801K +$3.71K +81 +0.5%
PAM
64
Parvin Asset Management
South Dakota
$799K – – –
AllianceBernstein
65
AllianceBernstein
Tennessee
$773K +$192K +4,200 +33%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$662K -$5.95K -130 -0.9%
NA
67
Navellier & Associates
Nevada
$655K +$1.05K +23 +0.2%
Brown Advisory
68
Brown Advisory
Maryland
$631K +$9.33K +204 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
69
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$630K – – –
AQR Capital Management
70
AQR Capital Management
Connecticut
$629K -$171K -3,744 -21%
Wells Fargo
71
Wells Fargo
California
$620K +$39K +853 +7%
HF
72
HRT Financial
New York
$545K -$336K -7,363 -38%
Prudential Financial
73
Prudential Financial
New Jersey
$514K +$15.1K +330 +3%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$504K -$201K -4,400 -29%
Franklin Resources
75
Franklin Resources
California
$446K +$53.7K +1,175 +14%
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