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Carriage Services

130 hedge funds and large institutions have $410M invested in Carriage Services in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more capital invested

Capital invested by funds: $285M → $410M (+$125M)

15% more funds holding

Funds holding: 113130 (+17)

1.61% more ownership

Funds ownership: 71.37%72.98% (+1.6%)

22% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 45

83% less call options, than puts

Call options by funds: $669K | Put options by funds: $3.92M

Holders
130
Holders Change
+17
Holders Change %
+15.04%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
35
Reduced
45
Closed
7
Calls
$669K
Puts
$3.92M
Net Calls
-$3.25M
Net Calls Change
-$700K
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
101
Acadian Asset Management
Massachusetts
$87K
EARNEST Partners
102
EARNEST Partners
Georgia
$78K
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$61K
OPW
104
Oxler Private Wealth
New York
$50K +$44.3K +1,625 New
AIP
105
Ameritas Investment Partners
Nebraska
$45K
Federated Hermes
106
Federated Hermes
Pennsylvania
$45K +$1.06K +39 +3%
TSW
107
Thompson Siegel & Walmsley
Virginia
$38K
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$82 +3 +0.2%
WT
109
Whittier Trust
California
$38K +$16.4K +600 +100%
Canada Life
110
Canada Life
Manitoba, Canada
$35K
Lazard Asset Management
111
Lazard Asset Management
New York
$35K +$31K +1,137 New
CCM
112
Copeland Capital Management
Pennsylvania
$26K -$8.09K -297 -26%
HNB
113
Huntington National Bank
Ohio
$22K
BBHC
114
Brown Brothers Harriman & Co
New York
$19K
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$15K
Simplex Trading
116
Simplex Trading
Illinois
$15K +$11.7K +428 +839%
QT
117
Quantbot Technologies
New York
$12K
IA
118
IFP Advisors
Florida
$8K
PA
119
Perennial Advisors
New York
$7K +$5.72K +210 New
Osaic Holdings
120
Osaic Holdings
Arizona
$6K
NFG
121
Next Financial Group
Texas
$5K +$4.09K +150 New
PA
122
Parallel Advisors
California
$4K +$3.6K +132 New
SN
123
Sittner & Nelson
Oregon
$4K +$3.65K +134 New
TFS
124
TrustCore Financial Services
Tennessee
$3K +$2.59K +95 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$1K