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Carriage Services

116 hedge funds and large institutions have $332M invested in Carriage Services in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $322M → $332M (+$10.1M)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

2.35% less ownership

Funds ownership: 70.8%68.45% (-2.4%)

6% less funds holding

Funds holding: 123116 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

59% less call options, than puts

Call options by funds: $1.65M | Put options by funds: $3.99M

Holders
116
Holders Change
-7
Holders Change %
-5.69%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
39
Reduced
41
Closed
14
Calls
$1.65M
Puts
$3.99M
Net Calls
-$2.34M
Net Calls Change
-$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$243K -$196K -6,990 -48%
Citigroup
77
Citigroup
New York
$229K +$114K +4,088 +138%
LTAS
78
Linden Thomas Advisory Services
North Carolina
$221K +$190K +6,797 New
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$220K -$224 -8 -0.1%
Squarepoint
80
Squarepoint
New York
$216K -$468K -16,707 -72%
AIG
81
American International Group
New York
$210K +$1.2K +43 +0.7%
MIM
82
MetLife Investment Management
New Jersey
$207K
Wells Fargo
83
Wells Fargo
California
$186K +$76.6K +2,734 +91%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$179K -$104K -3,711 -40%
Barclays
85
Barclays
United Kingdom
$165K -$45.6K -1,630 -24%
VIA
86
Virtus Investment Advisers
Connecticut
$120K -$140K -4,985 -58%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$113K -$56.9K -2,031 -37%
EARNEST Partners
88
EARNEST Partners
Georgia
$81.2K
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$66.9K
AB
90
Amalgamated Bank
New York
$66K +$2.6K +93 +5%
ACM
91
Aquatic Capital Management
Illinois
$62K +$53.2K +1,900 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$47K
AIP
93
Ameritas Investment Partners
Nebraska
$38.6K
Osaic Holdings
94
Osaic Holdings
Arizona
$37.7K +$644 +23 +2%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$32.5K -$4.99K -178 -15%
HNB
96
Huntington National Bank
Ohio
$32.5K
TRCT
97
Tower Research Capital (TRC)
New York
$31.6K +$4.03K +144 +17%
Group One Trading
98
Group One Trading
Illinois
$31.5K -$563K -20,100 -95%
Canada Life
99
Canada Life
Manitoba, Canada
$24K
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$22.5K