Carriage Services
CSV
101 hedge funds and large institutions have $308M invested in Carriage Services in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
74% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 23
20% more capital invested
Capital invested by funds: $257M → $308M (+$51M)
10% more funds holding
Funds holding: 92 → 101 (+9)
3.57% more ownership
Funds ownership: 66.16% → 69.73% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.97M |
| 2 |
Two Sigma Investments
New York
|
+$1.78M |
| 3 |
Neuberger Berman Group
New York
|
+$1.49M |
| 4 |
Renaissance Technologies
New York
|
+$1.4M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
+$1.27M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $262 | +$22.1K | +978 | +10% |
|
|
PG
102
PEAK6 Group
Chicago,
Illinois
| – | -$1.81M | -80,055 | Closed |
|
|
BCM
103
Bridgeway Capital Management
Houston,
Texas
| – | -$706K | -33,700 | Closed |
|
|
NCCM
104
Nine Chapters Capital Management
Short Hills,
New Jersey
| – | -$239K | -11,400 | Closed |
|
|
PAM
105
Panagora Asset Management
Boston,
Massachusetts
| – | -$17K | -799 | Closed |
|
106
Envestnet Asset Management
Chicago,
Illinois
| – | -$5K | -259 | Closed |
|
CSV Hedge Fund Activity: Q1 2015 in Review
101 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2015, worth a combined $308M — up 20% from $257M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CSV positions and 5 closed out — a net gain of 9 holders — while 40 added to existing stakes and 23 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $8.97M. The largest seller was Keeley Asset Management, cutting an estimated $4M.
- 101 institutional investors held Carriage Services (CSV) as of Q1 2015, up from 92 in Q4 2014.
- Funds reported $308M of Carriage Services stock for Q1 2015, up 20% quarter-over-quarter.
- 14 funds opened new Carriage Services positions in Q1 2015 and 5 closed out, a net change of +9 holders.
- The largest Carriage Services buyer in Q1 2015 was Fidelity Investments, an estimated $8.97M added.
- The largest Carriage Services seller in Q1 2015 was Keeley Asset Management, an estimated $4M sold.
Based on aggregated 13F filings for Q1 2015.