We are live on ! Find out more
CSV icon

Carriage Services

115 hedge funds and large institutions have $220M invested in Carriage Services in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.79% less ownership

Funds ownership: 79.02%76.23% (-2.8%)

9% less funds holding

Funds holding: 126115 (-11)

15% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 46

39% less capital invested

Capital invested by funds: $361M → $220M (-$141M)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

89% less call options, than puts

Call options by funds: $35K | Put options by funds: $306K

Holders
115
Holders Change
-11
Holders Change %
-8.73%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
39
Reduced
46
Closed
21
Calls
$35K
Puts
$306K
Net Calls
-$271K
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
DA
101
Denali Advisors
California
$24K +$31.5K +1,460 New
AIP
102
Ameritas Investment Partners
Nebraska
$23K
Canada Life
103
Canada Life
Manitoba, Canada
$20K -$22 -1 -0.1%
TSW
104
Thompson Siegel & Walmsley
Virginia
$19K
Federated Hermes
105
Federated Hermes
Pennsylvania
$15K -$5.06K -234 -20%
HNB
106
Huntington National Bank
Ohio
$11K
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$22 +1 +0.2%
TRCT
108
Tower Research Capital (TRC)
New York
$11K +$1.1K +51 +8%
BBHC
109
Brown Brothers Harriman & Co
New York
$10K
WT
110
Whittier Trust
California
$10K
IA
111
IFP Advisors
Florida
$4K
MAM
112
Meeder Asset Management
Ohio
$3K +$4.21K +195 New
TL
113
TrueWealth LLC
Georgia
$2K
QCG
114
Quadrant Capital Group
Ohio
$1K -$2.55K -118 -76%
OAM
115
Oxford Asset Management
United Kingdom
-$2.04M -79,824 Closed
Russell Investments Group
116
Russell Investments Group
United Kingdom
-$1.76M -68,658 Closed
HIM
117
Hillsdale Investment Management
Ontario, Canada
-$909K -35,500 Closed
CCIA
118
Campbell & Co Investment Adviser
Maryland
-$750K -29,302 Closed
ECM
119
ExodusPoint Capital Management
New York
-$681K -26,610 Closed
ARTA
120
A.R.T. Advisors
New York
-$619K -24,197 Closed
CSS
121
Cubist Systematic Strategies
Connecticut
-$511K -19,967 Closed
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
-$459K -17,923 Closed
AG
123
Aperio Group
California
-$439K -17,155 Closed
Connor, Clark & Lunn Investment Management (CC&L)
124
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$365K -14,250 Closed
EGM
125
Engineers Gate Manager
New York
-$296K -11,560 Closed