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Carriage Services
CSV

Overview Fund Activity

117 hedge funds and large institutions have $366M invested in Carriage Services in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 10 closing their positions.

Holders
117
Holders Change
–
Holders Change %
0%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
43
Reduced
42
Closed
10
Calls
$24K
Puts
$488K
Net Calls
-$464K
Net Calls Change
-$735K

Top Buyers

1
BlackRock
1
BlackRock
New York
$30.7M
2
Bank of America
2
Bank of America
North Carolina
$2.19M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$25.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$11.7M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$20.2M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.6M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
KTA
4
Keeley-Teton Advisors
Illinois
$4.78M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$54M
Name Market Value Shares Shares
Change 		Shares
Change %
SGAM
101
Smith Group Asset Management
Texas
$29K 1,117 +6 +0.5%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$19K 732 – –
HNB
103
Huntington National Bank
Ohio
$18K 700 – –
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$18K 652 +1 +0.2%
WT
105
Whittier Trust
California
$15K 600 – –
WAM
106
Wealthspire Advisors (Maryland)
Maryland
$10K 395 – –
AG
107
Advisor Group
Arizona
$5K 186 – –
SEI Investments
108
SEI Investments
Pennsylvania
$4K 169 -25 -13%
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$4K 174 +1 +0.6%
IA
110
IFP Advisors
Florida
$3K 135 -135 -50%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$3K 130 – –
SBL
112
Sargent Bickham Lagudis
Colorado
$3K 120 – –
RWA
113
Ropes Wealth Advisors
Massachusetts
$3K 119 – –
TL
114
TrueWealth LLC
Georgia
$3K 100 +100 New
QI
115
QS Investors
New York
$1K 21 – –
MOS
116
MGO One Seven
Ohio
$1K 50 +50 New
Brown Advisory
117
Brown Advisory
Maryland
– – -181,462 Closed
Bank of Nova Scotia
118
Bank of Nova Scotia
Ontario, Canada
– – -154,566 Closed
Wolverine Trading
119
Wolverine Trading
Illinois
– – -21,937 Closed
NFA
120
Nationwide Fund Advisors
Ohio
– – -12,815 Closed
MERSOM
121
Municipal Employees' Retirement System of Michigan
Michigan
– – -12,060 Closed
SIM
122
Spark Investment Management
New York
– – -9,000 Closed
AllianceBernstein
123
AllianceBernstein
Tennessee
– – -8,500 Closed
TRCT
124
Tower Research Capital (TRC)
New York
– – -2,136 Closed
Simplex Trading
125
Simplex Trading
Illinois
– – -1,541 Closed
2 3 4
5
6