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Carriage Services
CSV

Overview Fund Activity

112 hedge funds and large institutions have $216M invested in Carriage Services in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 21 closing their positions.

Holders
112
Holders Change
-5
Holders Change %
-4.27%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
35
Reduced
42
Closed
21
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$428K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.9M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$1.95M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.38M
4
GACM
4
Global Alpha Capital Management
Quebec, Canada
$11.4M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$22.9M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.11M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$5.54M
4
Boston Partners
4
Boston Partners
Massachusetts
$0
5
DDC
5
DF Dent & Co
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
101
Clarus Wealth Advisors
Arizona
$5K 306 +1 +0.3%
IA
102
IFP Advisors
Florida
$4K 270 +135 +100%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$3K 197 +21 +12%
TL
104
TrueWealth LLC
Georgia
$2K 100 – –
AG
105
Advisor Group
Arizona
$2K 110 – –
BFEC
106
Benjamin F. Edwards & Company
Missouri
$2K 130 – –
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$2K 131 +114 +671%
MAM
108
Meeder Asset Management
Ohio
$2K 129 +129 New
QCG
109
Quadrant Capital Group
Ohio
$2K 155 +155 New
QI
110
QS Investors
New York
$1K 21 – –
WHG
111
Westwood Holdings Group
Texas
– – -610,799 Closed
Boston Partners
112
Boston Partners
Massachusetts
– – -107,575 Closed
DDC
113
DF Dent & Co
Maryland
– – -101,847 Closed
MCM
114
Mork Capital Management
California
– – -35,000 Closed
OAM
115
Oxford Asset Management
United Kingdom
– – -28,597 Closed
Neuberger Berman Group
116
Neuberger Berman Group
New York
– – -23,000 Closed
SCA
117
Secor Capital Advisors
New York
– – -20,460 Closed
CWM
118
Cornerstone Wealth Management
Missouri
– – -18,680 Closed
CPO
119
Cerity Partners OCIO
New York
– – -15,816 Closed
LPL Financial
120
LPL Financial
California
– – -12,960 Closed
CANY
121
Caxton Associates (New York)
New York
– – -12,788 Closed
ARTA
122
A.R.T. Advisors
New York
– – -11,522 Closed
PCM
123
Palouse Capital Management
Washington
– – -11,153 Closed
TI
124
Trexquant Investment
Connecticut
– – -10,832 Closed
Squarepoint
125
Squarepoint
New York
– – -10,403 Closed
2 3 4
5
6