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Carriage Services
CSV

Overview Fund Activity

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
Holders
130
Holders Change
+17
Holders Change %
+15.04%
% of All Funds
2.31%
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

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$5.35M
2
KPF
2
K2 Principal Fund
Ontario, Canada
$4.6M
3
Boston Partners
3
Boston Partners
Massachusetts
$4.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.11M
5
Deutsche Bank
5
Deutsche Bank
Germany
$2.08M

Top Sellers

1
PCM
1
Penn Capital Management
Pennsylvania
$0
2
ACM
2
AREX Capital Management
New York
$3.81M
3
Citadel Advisors
3
Citadel Advisors
Florida
$639K
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.53M
5
GACM
5
Global Alpha Capital Management
Quebec, Canada
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$50K +1,625 New
AIP
105
Ameritas Investment Partners
Nebraska
$45K – – –
Federated Hermes
106
Federated Hermes
Pennsylvania
$45K +$1.23K +39 +3%
TSW
107
Thompson Siegel & Walmsley
Virginia
$38K – – –
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$94 +3 +0.2%
WT
109
Whittier Trust
California
$38K +$19K +600 +100%
Canada Life
110
Canada Life
Manitoba, Canada
$35K – – –
Lazard Asset Management
111
Lazard Asset Management
New York
$35K +$35K +1,137 New
CCM
112
Copeland Capital Management
Pennsylvania
$26K -$9.3K -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 +$13.4K +428 +839%
QT
117
Quantbot Technologies
New York
$12K – – –
IA
118
IFP Advisors
Florida
$8K – – –
PA
119
Perennial Advisors
New York
$7K +$7K +210 New
Osaic Holdings
120
Osaic Holdings
Arizona
$6K – – –
NFG
121
Next Financial Group
Texas
$5K +$5K +150 New
PA
122
Parallel Advisors
California
$4K +$4K +132 New
SN
123
Sittner & Nelson
Oregon
$4K +$4K +134 New
TFS
124
TrustCore Financial Services
Tennessee
$3K +$3K +95 New
S
125
SignatureFD
Georgia
$1K – – –
2 3 4
5
6