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Carriage Services
CSV

Overview Fund Activity

133 hedge funds and large institutions have $478M invested in Carriage Services in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
36
Reduced
50
Closed
14
Calls
$605K
Puts
$2.3M
Net Calls
-$1.69M
Net Calls Change
+$1.55M

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$16.9M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$15.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$6.37M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$3.22M
5
Ameriprise
5
Ameriprise
Minnesota
$40.1M

Top Sellers

1
ACM
1
AREX Capital Management
New York
$0
2
NC
2
Nicholas Company
Wisconsin
$6.78M
3
KPF
3
K2 Principal Fund
Ontario, Canada
$2.54M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48.1M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JF
101
Jump Financial
Illinois
$221K 6,300 +6,300 New
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$159K 4,528 -425 -9%
SG Americas Securities
103
SG Americas Securities
New York
$145K 4,119 -665 -14%
Legal & General Group
104
Legal & General Group
United Kingdom
$131K 3,725 -118 -3%
Federated Hermes
105
Federated Hermes
Pennsylvania
$112K 3,177 +1,751 +123%
EARNEST Partners
106
EARNEST Partners
Georgia
$88K 2,500 – –
Lazard Asset Management
107
Lazard Asset Management
New York
$80K 2,297 +1,160 +102%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$69K 1,956 – –
Citigroup
109
Citigroup
New York
$68K 1,919 -2,887 -60%
PHK
110
Point72 Hong Kong
Hong Kong
$55K 1,567 +1,549 +8,606%
AIP
111
Ameritas Investment Partners
Nebraska
$51K 1,443 – –
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$43K 1,219 +2 +0.2%
TSW
113
Thompson Siegel & Walmsley
Virginia
$42K 1,200 – –
Canada Life
114
Canada Life
Manitoba, Canada
$39K 1,118 – –
CCM
115
Copeland Capital Management
Pennsylvania
$31K 880 +50 +6%
HNB
116
Huntington National Bank
Ohio
$25K 700 – –
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$21K 603 -2,085 -78%
WT
118
Whittier Trust
California
$21K 600 -600 -50%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$17K 500 – –
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$17K 479 +479 New
IA
121
IFP Advisors
Florida
$10K 270 – –
SIC
122
Salem Investment Counselors
North Carolina
$9K 248 +248 New
Osaic Holdings
123
Osaic Holdings
Arizona
$8K 235 +50 +27%
Simplex Trading
124
Simplex Trading
Illinois
$7K 210 -269 -56%
QT
125
Quantbot Technologies
New York
$7K 200 -200 -50%
2 3 4
5
6