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Carriage Services

123 hedge funds and large institutions have $322M invested in Carriage Services in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

629% more call options, than puts

Call options by funds: $4.13M | Put options by funds: $567K

27% more capital invested

Capital invested by funds: $253M → $322M (+$68.9M)

2.23% more ownership

Funds ownership: 68.57%70.8% (+2.2%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 122123 (+1)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
32
Reduced
41
Closed
18
Calls
$4.13M
Puts
$567K
Net Calls
+$3.57M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$281K
Connor, Clark & Lunn Investment Management (CC&L)
77
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$274K -$151K -4,775 -35%
Millennium Management
78
Millennium Management
New York
$273K +$283K +8,935 New
VIA
79
Virtus Investment Advisers
Connecticut
$265K -$9.46K -298 -3%
GCP
80
GSA Capital Partners
United Kingdom
$243K -$202K -6,366 -44%
AllianceBernstein
81
AllianceBernstein
Tennessee
$238K
LCM
82
Legato Capital Management
California
$237K
IA
83
Inspire Advisors
Idaho
$219K +$228K +7,187 New
Legal & General Group
84
Legal & General Group
United Kingdom
$218K +$3.62K +114 +2%
DTL
85
Dynamic Technology Lab
Singapore
$209K +$217K +6,855 New
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$207K +$216K +6,793 New
Barclays
87
Barclays
United Kingdom
$205K -$162K -5,110 -43%
BAM
88
Belpointe Asset Management
Nevada
$198K +$206K +6,500 New
AIG
89
American International Group
New York
$196K +$4.06K +128 +2%
MIM
90
MetLife Investment Management
New Jersey
$195K -$21.1K -664 -9%
SG Americas Securities
91
SG Americas Securities
New York
$173K +$179K +5,657 New
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$168K +$141K +4,448 +416%
Simplex Trading
93
Simplex Trading
Illinois
$145K -$682K -21,506 -82%
Wells Fargo
94
Wells Fargo
California
$91.4K +$81.1K +2,555 +581%
Citigroup
95
Citigroup
New York
$90.7K +$317 +10 +0.3%
EARNEST Partners
96
EARNEST Partners
Georgia
$76.3K
AF
97
Advisornet Financial
Minnesota
$63.2K +$222 +7 +0.3%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$62.8K
AB
99
Amalgamated Bank
New York
$59K -$8.85K -279 -13%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$44K -$4.44K -140 -9%