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Carriage Services
CSV

Overview Fund Activity

157 hedge funds and large institutions have $543M invested in Carriage Services in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 20 closing their positions.

Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
2.11%
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
49
Closed
20
Calls
$668K
Puts
–
Net Calls
+$668K
Net Calls Change
+$222K

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 Market Value Shares Shares
Change 		Shares
Change %
Squarepoint
76
Squarepoint
New York
$431K 9,421 -12,953 -58%
ZIM
77
Zacks Investment Management
Illinois
$424K 9,267 +1,933 +26%
CMF
78
Counterpoint Mutual Funds
California
$418K 9,140 +9,140 New
Russell Investments Group
79
Russell Investments Group
United Kingdom
$404K 8,833 +258 +3%
IQI
80
Integrated Quantitative Investments
Washington
$403K 8,800 -29 -0.3%
Deutsche Bank
81
Deutsche Bank
Germany
$400K 8,752 -959 -10%
IIM
82
INTECH Investment Management
Florida
$383K 8,381 +1,175 +16%
BCG
83
BayBridge Capital Group
California
$380K 8,311 +376 +5%
MIM
84
MetLife Investment Management
New Jersey
$373K 8,160 -58 -0.7%
MS
85
Maven Securities
Jersey
$373K 8,160 -30,124 -79%
Citigroup
86
Citigroup
New York
$354K 7,733 -4,267 -36%
TWM
87
TSA Wealth Management
Texas
$348K 7,607 – –
UBS AM
88
UBS AM
Illinois
$322K 7,033 +7,033 New
CAU
89
Caxton Associates (UK)
$313K 6,847 +6,847 New
HIM
90
Hillsdale Investment Management
Ontario, Canada
$306K 6,700 – –
Mariner
91
Mariner
Kansas
$301K 6,572 -1,164 -15%
Principal Financial Group
92
Principal Financial Group
Iowa
$297K 6,485 -1,261 -16%
Cerity Partners
93
Cerity Partners
New York
$277K 6,058 -110 -2%
AG
94
Algert Global
California
$262K 5,724 -620 -10%
RS
95
R Squared
Hong Kong
$259K 5,669 +5,669 New
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$252K 5,514 – –
LAM
97
Longboard Asset Management
Arizona
$239K 5,224 +5,224 New
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K 5,171 +5,171 New
PCM
99
Perritt Capital Management
Illinois
$233K 5,101 – –
SMH
100
Sanders Morris Harris
Texas
$229K 5,000 +5,000 New
2 3
4
5 6