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Carriage Services

113 hedge funds and large institutions have $285M invested in Carriage Services in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

19% more capital invested

Capital invested by funds: $240M → $285M (+$44.9M)

3% less funds holding

Funds holding: 116113 (-3)

2.66% less ownership

Funds ownership: 74.03%71.37% (-2.7%)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

46% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $5.57M

47% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 51

Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
27
Reduced
51
Closed
12
Calls
$3.02M
Puts
$5.57M
Net Calls
-$2.55M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Copeland Capital Management
Pennsylvania
$25K +$5.41K +257 +30%
HNB
102
Huntington National Bank
Ohio
$16K
BBHC
103
Brown Brothers Harriman & Co
New York
$13K
WT
104
Whittier Trust
California
$13K
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$11K +$10.5K +500 New
QT
106
Quantbot Technologies
New York
$8K +$8.41K +400 New
IA
107
IFP Advisors
Florida
$6K
Osaic Holdings
108
Osaic Holdings
Arizona
$4K -$9.07K -431 -70%
Simplex Trading
109
Simplex Trading
Illinois
$1K -$37.5K -1,782 -97%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$1K
S
111
SignatureFD
Georgia
$1K
ASN
112
Advisory Services Network
Georgia
$1K +$799 +38 New
Millennium Management
113
Millennium Management
New York
$684 -$3.52M -167,407 -85%
CCPM
114
Cooper Creek Partners Management
New York
-$4.2M -231,953 Closed
Bessemer Group
115
Bessemer Group
New Jersey
-$1.1M -60,500 Closed
PAMP
116
Polar Asset Management Partners
Ontario, Canada
-$1.09M -60,000 Closed
BCM
117
Bridgeway Capital Management
Texas
-$864K -47,700 Closed
Prudential Financial
118
Prudential Financial
New Jersey
-$711K -39,280 Closed
First Trust Advisors
119
First Trust Advisors
Illinois
-$592K -32,678 Closed
EGM
120
Engineers Gate Manager
New York
-$507K -28,002 Closed
AIM
121
Aigen Investment Management
New York
-$458K -25,260 Closed
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
-$290K -16,022 Closed
ECM
123
ExodusPoint Capital Management
New York
-$216K -11,934 Closed
SG Americas Securities
124
SG Americas Securities
New York
-$163K -8,973 Closed
DA
125
Denali Advisors
California
-$26K -1,460 Closed