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Carriage Services
CSV

167 hedge funds and large institutions have $572M invested in Carriage Services in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

14% more capital invested

Capital invested by funds: $502M → $572M (+$70.1M)

8% more funds holding

Funds holding: 155 → 167 (+12)

3.65% more ownership

Funds ownership: 75.4% → 79.05% (+3.7%)

Holders
167
Holders Change
+12
Holders Change %
+7.74%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
61
Reduced
48
Closed
14
Calls
$397K
Puts
–
Net Calls
+$397K
Net Calls Change
+$88K

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$11.1M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.66M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$7.5M
4
Swedbank
Swedbank
Sweden
+$3.58M
5
BIG
Brooklyn Investment Group
New York
+$1.75M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$1.94M
2
Boston Partners
Boston Partners
Massachusetts
-$1.52M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.31M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.09M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$437K +$416K +9,567 New
MF
77
Magnetar Financial
Illinois
$431K +$411K +9,439 New
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$413K +$115K +2,641 +41%
Brown Advisory
79
Brown Advisory
Maryland
$411K -$43.5K -1,000 -10%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$407K -$8.7K -200 -2%
MIM
81
MetLife Investment Management
New Jersey
$402K +$27.7K +637 +8%
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$395K -$46.7K -1,074 -11%
YIH
83
Y-Intercept (HK)
Hong Kong
$371K -$245K -5,635 -41%
BCG
84
BayBridge Capital Group
California
$349K – – –
TWM
85
TSA Wealth Management
Texas
$347K – – –
Principal Financial Group
86
Principal Financial Group
Iowa
$336K -$240K -5,523 -43%
Creative Planning
87
Creative Planning
Kansas
$329K +$64.5K +1,482 +26%
Verition Fund Management
88
Verition Fund Management
Connecticut
$328K +$4.44K +102 +1%
AC
89
Aristeia Capital
Connecticut
$323K +$308K +7,081 New
HSBC Holdings
90
HSBC Holdings
United Kingdom
$323K +$83.9K +1,929 +38%
Balyasny Asset Management
91
Balyasny Asset Management
Illinois
$311K +$297K +6,819 New
Mirae Asset Global ETFs Holdings
92
Mirae Asset Global ETFs Holdings
Hong Kong
$305K +$4.13K +95 +1%
Jacobs Levy Equity Management
93
Jacobs Levy Equity Management
New Jersey
$291K -$23.1K -531 -8%
EGM
94
Engineers Gate Manager
New York
$287K +$274K +6,293 New
Cerity Partners
95
Cerity Partners
New York
$286K +$2.26K +52 +0.8%
VGA
96
Vanguard Global Advisers
Pennsylvania
$281K +$268K +6,158 New
HIM
97
Hillsdale Investment Management
Ontario, Canada
$260K – – –
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$252K – – –
Squarepoint
99
Squarepoint
New York
$250K +$238K +5,477 New
QT
100
Quantbot Technologies
New York
$245K +$234K +5,369 New
2 3
4
5 6

CSV Hedge Fund Activity: Q1 2026 in Review

167 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2026, worth a combined $572M — up 14% from $502M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CSV positions and 14 closed out — a net gain of 16 holders — while 61 added to existing stakes and 48 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $11.1M. The largest seller was Millennium Management, cutting an estimated $1.94M.

  • 167 institutional investors held Carriage Services (CSV) as of Q1 2026, up from 155 in Q4 2025.
  • Funds reported $572M of Carriage Services stock for Q1 2026, up 14% quarter-over-quarter.
  • 30 funds opened new Carriage Services positions in Q1 2026 and 14 closed out, a net change of +16 holders.
  • The largest Carriage Services buyer in Q1 2026 was Polar Asset Management Partners, an estimated $11.1M added.
  • The largest Carriage Services seller in Q1 2026 was Millennium Management, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2026.