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Carriage Services

133 hedge funds and large institutions have $557M invested in Carriage Services in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more call options, than puts

Call options by funds: $4.73M | Put options by funds: $3.53M

12% more capital invested

Capital invested by funds: $498M → $557M (+$58.3M)

1% less funds holding

Funds holding: 135133 (-2)

4.48% less ownership

Funds ownership: 74.47%69.99% (-4.5%)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

24% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 51

Holders
133
Holders Change
-2
Holders Change %
-1.48%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
39
Reduced
51
Closed
14
Calls
$4.73M
Puts
$3.53M
Net Calls
+$1.2M
Net Calls Change
+$3.45M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
76
Susquehanna Fundamental Investments
Pennsylvania
$519K -$264K -6,520 -36%
Lazard Asset Management
77
Lazard Asset Management
New York
$515K -$92.1K -2,275 -16%
Citadel Advisors
78
Citadel Advisors
Florida
$473K +$429K +10,609 New
CSS
79
Cubist Systematic Strategies
Connecticut
$458K +$160K +3,953 +63%
SO
80
STRS Ohio
Ohio
$454K -$16.2K -400 -4%
Bank of America
81
Bank of America
North Carolina
$449K -$21.9K -542 -5%
Squarepoint
82
Squarepoint
New York
$442K +$157K +3,873 +64%
AIG
83
American International Group
New York
$402K -$13.4K -330 -4%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$390K -$62.6K -1,547 -15%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$383K
GC
86
Globeflex Capital
California
$372K
MBTD
87
Mechanics Bank - Trust Department
California
$372K
Marshall Wace
88
Marshall Wace
United Kingdom
$357K -$1.77M -43,808 -85%
Barclays
89
Barclays
United Kingdom
$357K +$224K +5,531 +225%
RJA
90
Raymond James & Associates
Florida
$353K -$12.5K -310 -4%
AllianceBernstein
91
AllianceBernstein
Tennessee
$352K
TI
92
Trexquant Investment
Connecticut
$333K +$77.7K +1,921 +35%
Legal & General Group
93
Legal & General Group
United Kingdom
$330K +$137K +3,374 +84%
CS
94
Cannell & Spears
New York
$326K +$296K +7,306 New
FI
95
Fosun International
China
$313K
B
96
Bailard
California
$308K
VOYA Investment Management
97
VOYA Investment Management
Georgia
$301K
Citigroup
98
Citigroup
New York
$270K -$91.5K -2,260 -27%
DekaBank Deutsche Girozentrale
99
DekaBank Deutsche Girozentrale
Germany
$269K -$21.7K -536 -8%
MIM
100
MetLife Investment Management
New Jersey
$255K -$72.2K -1,785 -24%