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Carriage Services

158 hedge funds and large institutions have $776M invested in Carriage Services in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $6.41M

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

39% more capital invested

Capital invested by funds: $557M → $776M (+$219M)

19% more funds holding

Funds holding: 133158 (+25)

2.41% more ownership

Funds ownership: 69.99%72.4% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

53% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 68

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
32
Reduced
68
Closed
10
Calls
$25.3M
Puts
$6.41M
Net Calls
+$18.9M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
76
Bank of America
North Carolina
$891K +$195K +3,759 +37%
CS
77
Credit Suisse
Switzerland
$823K -$2.69K -52 -0.4%
Prudential Financial
78
Prudential Financial
New Jersey
$802K -$124K -2,391 -16%
Lazard Asset Management
79
Lazard Asset Management
New York
$797K +$42.8K +826 +7%
IA
80
IndexIQ Advisors
New York
$773K -$40.1K -775 -6%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$769K +$1.61K +31 +0.3%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$766K -$120K -2,310 -16%
SCP
83
Seizert Capital Partners
Michigan
$681K +$547K +10,569 New
SO
84
STRS Ohio
Ohio
$657K
ETC
85
Exchange Traded Concepts
Oklahoma
$599K +$482K +9,298 New
CIA
86
Capital Impact Advisors
Massachusetts
$560K +$450K +8,693 New
Citigroup
87
Citigroup
New York
$549K +$127K +2,454 +40%
GC
88
Globeflex Capital
California
$537K
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$533K -$17.4K -335 -4%
MBTD
90
Mechanics Bank - Trust Department
California
$529K -$6.37K -123 -1%
AIG
91
American International Group
New York
$527K -$43.4K -838 -9%
ASN
92
Advisory Services Network
Georgia
$514K +$413K +7,977 New
AllianceBernstein
93
AllianceBernstein
Tennessee
$509K
Jane Street
94
Jane Street
New York
$500K +$401K +7,750 New
RJA
95
Raymond James & Associates
Florida
$487K -$18.2K -351 -4%
Legal & General Group
96
Legal & General Group
United Kingdom
$468K -$6.58K -127 -2%
FI
97
Fosun International
China
$461K
HW
98
Hamilton Wealth
California
$452K +$363K +7,010 New
OLA
99
Oliver Luxxe Assets
New Jersey
$451K +$362K +6,997 New
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$450K +$39.8K +769 +13%