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Carriage Services
CSV

Overview Fund Activity

124 hedge funds and large institutions have $399M invested in Carriage Services in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+7
Holders Change %
+5.98%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
37
Reduced
39
Closed
9
Calls
$1.03M
Puts
–
Net Calls
+$1.03M
Net Calls Change
+$1.49M

Top Buyers

1
CCPM
1
Cooper Creek Partners Management
New York
$5.31M
2
Millennium Management
2
Millennium Management
New York
$4.66M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$60.9M
4
BlackRock
4
BlackRock
New York
$35.8M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$3.92M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$7.57M
2
TAM
2
Tiverton Asset Management
Delaware
$1.14M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.21M
4
Morgan Stanley
4
Morgan Stanley
New York
$968K
5
WHG
5
Westwood Holdings Group
Texas
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EARNEST Partners
101
EARNEST Partners
Georgia
$69K 2,500 – –
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$54K 1,956 +1,224 +167%
UBS Group
103
UBS Group
Switzerland
$42K 1,550 -608 -28%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.5K 1,500 +1,500 New
SEI Investments
105
SEI Investments
Pennsylvania
$35K 1,249 +1,080 +639%
TSW
106
Thompson Siegel & Walmsley
Virginia
$33K 1,200 – –
Parallax Volatility Advisers
107
Parallax Volatility Advisers
California
$32K 1,151 -1,159 -50%
AIP
108
Ameritas Investment Partners
Nebraska
$32K 1,152 – –
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$31K 1,114 -199 -15%
SGAM
110
Smith Group Asset Management
Texas
$31K 1,117 – –
HNB
111
Huntington National Bank
Ohio
$19K 700 – –
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$18K 653 +1 +0.2%
FCAG
113
First Capital Advisors Group
New Jersey
$18K 657 +657 New
WT
114
Whittier Trust
California
$17K 600 – –
KPCM
115
Kings Point Capital Management
New York
$17K 600 +600 New
WAM
116
Wealthspire Advisors (Maryland)
Maryland
$11K 395 – –
LTFS
117
Ladenburg Thalmann Financial Services
Florida
$5K 174 – –
AG
118
Advisor Group
Arizona
$5K 186 – –
BFEC
119
Benjamin F. Edwards & Company
Missouri
$4K 130 – –
SBL
120
Sargent Bickham Lagudis
Colorado
$3K 120 – –
IA
121
IFP Advisors
Florida
$3K 135 – –
TL
122
TrueWealth LLC
Georgia
$3K 100 – –
MOS
123
MGO One Seven
Ohio
$1K 50 – –
QI
124
QS Investors
New York
$1K 21 – –
CIA
125
Capital Impact Advisors
Massachusetts
– – -49,422 Closed
2 3 4
5
6