We are live on ! Find out more
CSV icon

Carriage Services

116 hedge funds and large institutions have $240M invested in Carriage Services in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $220M → $240M (+$20M)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

1% more funds holding

Funds holding: 115116 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.2% less ownership

Funds ownership: 76.23%74.03% (-2.2%)

13% less call options, than puts

Call options by funds: $579K | Put options by funds: $663K

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
38
Reduced
36
Closed
19
Calls
$579K
Puts
$663K
Net Calls
-$84K
Net Calls Change
+$187K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
76
Values First Advisors
Tennessee
$251K -$4.82K -286 -2%
GCP
77
GSA Capital Partners
United Kingdom
$250K -$490K -29,075 -68%
Bank of America
78
Bank of America
North Carolina
$244K +$75K +4,453 +49%
ECM
79
ExodusPoint Capital Management
New York
$216K +$201K +11,934 New
SFI
80
Susquehanna Fundamental Investments
Pennsylvania
$214K +$199K +11,800 New
AQR Capital Management
81
AQR Capital Management
Connecticut
$206K +$192K +11,375 New
GHA
82
GW Henssler & Associates
Georgia
$201K +$187K +11,080 New
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$190K -$7.88K -468 -4%
UBS AM
84
UBS AM
Illinois
$189K +$176K +10,447 New
AIG
85
American International Group
New York
$183K +$5.91K +351 +4%
PAM
86
Panagora Asset Management
Massachusetts
$169K +$157K +9,351 New
SG Americas Securities
87
SG Americas Securities
New York
$163K +$46.5K +2,762 +44%
JP Morgan Chase
88
JP Morgan Chase
New York
$157K -$408K -24,217 -74%
MIM
89
MetLife Investment Management
New Jersey
$136K
Citigroup
90
Citigroup
New York
$134K +$34K +2,016 +38%
UBS Group
91
UBS Group
Switzerland
$120K -$67.5K -4,011 -38%
Legal & General Group
92
Legal & General Group
United Kingdom
$95K
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$89.7K
TRCT
94
Tower Research Capital (TRC)
New York
$86K +$69K +4,100 +621%
EARNEST Partners
95
EARNEST Partners
Georgia
$45K
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$35K
Simplex Trading
97
Simplex Trading
Illinois
$33K -$56.9K -3,380 -65%
AIP
98
Ameritas Investment Partners
Nebraska
$26K
DA
99
Denali Advisors
California
$26K
Federated Hermes
100
Federated Hermes
Pennsylvania
$26K +$8.4K +499 +54%