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Carriage Services
CSV

Overview Fund Activity

122 hedge funds and large institutions have $390M invested in Carriage Services in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
42
Reduced
37
Closed
7
Calls
$1.48M
Puts
$1.2M
Net Calls
+$284K
Net Calls Change
+$190K

Top Buyers

1
FAM
1
Fenimore Asset Management
New York
$6.86M
2
WHG
2
Westwood Holdings Group
Texas
$10.4M
3
GACM
3
Global Alpha Capital Management
Quebec, Canada
$4.96M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$4.32M
5
Millennium Management
5
Millennium Management
New York
$2.75M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$0
2
LSV Asset Management
2
LSV Asset Management
Illinois
$20.2M
3
TAM
3
Tiverton Asset Management
Delaware
$7.68M
4
AI
4
Axiom Investors
Connecticut
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.4M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$43K 1,605 -10,258 -86%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$42.7K 1,585 +1,550 +4,429%
TSW
103
Thompson Siegel & Walmsley
Virginia
$32K 1,200 – –
AIP
104
Ameritas Investment Partners
Nebraska
$31K 1,152 – –
SGAM
105
Smith Group Asset Management
Texas
$30K 1,111 -4 -0.4%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$20K 732 – –
HNB
107
Huntington National Bank
Ohio
$19K 700 +700 New
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$17K 651 +1 +0.2%
WT
109
Whittier Trust
California
$16K 600 – –
DADC
110
D.A. Davidson & Co
Montana
$14K 553 -25 -4%
WA
111
WFG Advisors
Texas
$12K 446 +1 +0.2%
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$11K 395 – –
SEI Investments
113
SEI Investments
Pennsylvania
$7K 258 -2,044 -89%
IA
114
IFP Advisors
Florida
$7K 270 – –
MA
115
MUFG Americas
New York
$7K 250 +250 New
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$5K 173 -188 -52%
AG
117
Advisor Group
Arizona
$5K 186 -74 -28%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$4K 130 – –
SBL
119
Sargent Bickham Lagudis
Colorado
$3K 120 – –
SJIM
120
St. Johns Investment Management
Florida
$3K 100 – –
QI
121
QS Investors
New York
$1K 21 – –
PI
122
Putnam Investments
Massachusetts
– – -142,300 Closed
AI
123
Axiom Investors
Connecticut
– – -56,406 Closed
PPA
124
Parametric Portfolio Associates
Washington
– – -48,042 Closed
Nuveen Asset Management
125
Nuveen Asset Management
Illinois
– – -10,358 Closed
2 3 4
5
6