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Carriage Services
CSV

Overview Fund Activity

117 hedge funds and large institutions have $369M invested in Carriage Services in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
117
Holders Change
-5
Holders Change %
-4.1%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
40
Reduced
39
Closed
12
Calls
$566K
Puts
$295K
Net Calls
+$271K
Net Calls Change
-$13K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$4.93M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$3.96M
3
WHG
3
Westwood Holdings Group
Texas
$13M
4
TCIM
4
TIAA CREF Investment Management
New York
$3.27M
5
GACM
5
Global Alpha Capital Management
Quebec, Canada
$5.73M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$0
3
HCM
3
Hodges Capital Management
Texas
$0
4
Millennium Management
4
Millennium Management
New York
$787K
5
TAM
5
Tiverton Asset Management
Delaware
$6.48M
Name Market Value Shares Shares
Change 		Shares
Change %
SGAM
101
Smith Group Asset Management
Texas
$28K 1,111 – –
AIP
102
Ameritas Investment Partners
Nebraska
$28K 1,152 – –
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$19K 732 – –
HNB
104
Huntington National Bank
Ohio
$18K 700 – –
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$17K 651 – –
WT
106
Whittier Trust
California
$15K 600 – –
Citigroup
107
Citigroup
New York
$11K 415 -11,580 -97%
WAM
108
Wealthspire Advisors (Maryland)
Maryland
$10K 395 – –
IA
109
IFP Advisors
Florida
$7K 270 – –
SEI Investments
110
SEI Investments
Pennsylvania
$5K 194 -64 -25%
AG
111
Advisor Group
Arizona
$5K 186 – –
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$4K 173 – –
SJIM
113
St. Johns Investment Management
Florida
$3K 100 – –
BFEC
114
Benjamin F. Edwards & Company
Missouri
$3K 130 – –
SBL
115
Sargent Bickham Lagudis
Colorado
$3K 120 – –
RWA
116
Ropes Wealth Advisors
Massachusetts
$3K 119 +119 New
QI
117
QS Investors
New York
$1K 21 – –
Massachusetts Financial Services
118
Massachusetts Financial Services
Massachusetts
– – -359,649 Closed
PAMP
119
Polar Asset Management Partners
Ontario, Canada
– – -110,000 Closed
HCM
120
Hodges Capital Management
Texas
– – -96,410 Closed
MWNA
121
Marshall Wace North America
New York
– – -24,706 Closed
MPAM
122
Monarch Partners Asset Management
Massachusetts
– – -13,900 Closed
YMRC
123
Yorktown Management & Research Company
Virginia
– – -9,700 Closed
CPA
124
Capital Planning Advisors
California
– – -9,004 Closed
TI
125
Trexquant Investment
Connecticut
– – -7,500 Closed
2 3 4
5
6