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Carriage Services

167 hedge funds and large institutions have $538M invested in Carriage Services in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $545M → $538M (-$7.25M)

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$739K
Puts
$26K
Net Calls
Net Calls Change

Top Buyers

1 +$3.87M
2 +$3.51M
3 +$2.34M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.92M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.77M

Top Sellers

1 -$2.3M
2 -$2.1M
3 -$1.98M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
76
Brown Advisory
Maryland
$454K
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$452K
Wells Fargo
78
Wells Fargo
California
$446K
Franklin Resources
79
Franklin Resources
California
$435K
CSS
80
Cubist Systematic Strategies
Connecticut
$422K
Principal Financial Group
81
Principal Financial Group
Iowa
$405K
BFM
82
Boothbay Fund Management
New York
$403K
IQI
83
Integrated Quantitative Investments
Washington
$392K
A
84
AlphaQuest
New York
$381K
ZIM
85
Zacks Investment Management
Illinois
$375K
BCG
86
BayBridge Capital Group
California
$364K
MIM
87
MetLife Investment Management
New Jersey
$363K
TWM
88
TSA Wealth Management
Texas
$339K
TI
89
Trexquant Investment
Connecticut
$336K
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$322K
PA
91
PharVision Advisers
Florida
$321K
Point72 Asset Management
92
Point72 Asset Management
Connecticut
$313K
HIM
93
Hillsdale Investment Management
Ontario, Canada
$298K
Mirae Asset Global ETFs Holdings
94
Mirae Asset Global ETFs Holdings
Hong Kong
$290K
Cerity Partners
95
Cerity Partners
New York
$279K
QCM
96
Quantinno Capital Management
New York
$276K
Mariner
97
Mariner
Kansas
$270K
IIM
98
INTECH Investment Management
Florida
$254K
Creative Planning
99
Creative Planning
Kansas
$247K
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$246K