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Carriage Services

126 hedge funds and large institutions have $361M invested in Carriage Services in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

29% more capital invested

Capital invested by funds: $281M → $361M (+$80.1M)

22% more call options, than puts

Call options by funds: $243K | Put options by funds: $199K

16% more funds holding

Funds holding: 109126 (+17)

2% more ownership

Funds ownership: 77.02%79.02% (+2%)

Holders
126
Holders Change
+17
Holders Change %
+15.6%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
47
Reduced
32
Closed
9
Calls
$243K
Puts
$199K
Net Calls
+$44K
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$491K +$193K +7,938 +70%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$459K +$435K +17,923 New
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$456K +$432K +17,800 New
AG
79
Aperio Group
California
$439K -$16.4K -676 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
80
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$410K -$306K -12,600 -44%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$399K
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$365K +$99.4K +4,100 +40%
VRS
83
Virginia Retirement Systems
Virginia
$340K +$323K +13,300 New
Victory Capital Management
84
Victory Capital Management
Texas
$329K +$253K +10,431 +430%
AllianceBernstein
85
AllianceBernstein
Tennessee
$325K
VFA
86
Values First Advisors
Tennessee
$298K +$282K +11,640 New
EGM
87
Engineers Gate Manager
New York
$296K +$280K +11,560 New
AIM
88
Aigen Investment Management
New York
$288K +$273K +11,265 New
Deutsche Bank
89
Deutsche Bank
Germany
$286K -$212K -8,731 -44%
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$280K +$265K +10,925 New
AIG
91
American International Group
New York
$263K -$2.11K -87 -0.8%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258K -$20.2K -834 -8%
DTL
93
Dynamic Technology Lab
Singapore
$257K -$152K -6,259 -38%
Man Group
94
Man Group
United Kingdom
$241K +$228K +9,400 New
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$234K +$222K +9,140 New
UBS AM
96
UBS AM
Illinois
$233K +$221K +9,100 New
Axa
97
Axa
France
$218K +$206K +8,500 New
MBTD
98
Mechanics Bank - Trust Department
California
$213K +$202K +8,337 New
LI
99
Leap Investments
Illinois
$207K +$196K +8,085 New
MIM
100
MetLife Investment Management
New Jersey
$192K