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Carriage Services
CSV

Overview Fund Activity

123 hedge funds and large institutions have $344M invested in Carriage Services in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 26 closing their positions.

Holders
123
Holders Change
-16
Holders Change %
-11.51%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
39
Reduced
48
Closed
26
Calls
$3.37M
Puts
$4.2M
Net Calls
-$830K
Net Calls Change
+$1.19M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$2.76M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$6.58M
3
GACM
3
Global Alpha Capital Management
Quebec, Canada
$29.8M
4
BlackRock
4
BlackRock
New York
$32.5M
5
DIM
5
DC Investments Management
Virginia
$1.89M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$696K
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$22.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.5M
5
KCM
5
Kennedy Capital Management
Missouri
$3.74M
Name Market Value Shares Shares
Change 		Shares
Change %
PHK
101
Point72 Hong Kong
Hong Kong
$37K 1,161 -494 -30%
Osaic Holdings
102
Osaic Holdings
Arizona
$36K 1,127 -3,857 -77%
HNB
103
Huntington National Bank
Ohio
$32K 1,000 – –
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$30K 950 – –
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$29.2K 909 – –
Canada Life
106
Canada Life
Manitoba, Canada
$24K 745 – –
US Bancorp
107
US Bancorp
Minnesota
$24K 759 +32 +4%
CCM
108
Copeland Capital Management
Pennsylvania
$23K 728 +10 +1%
WT
109
Whittier Trust
California
$19K 600 – –
BBHC
110
Brown Brothers Harriman & Co
New York
$19K 600 – –
S
111
SignatureFD
Georgia
$14K 435 +435 New
SIC
112
Salem Investment Counselors
North Carolina
$8K 248 – –
IA
113
IFP Advisors
Florida
$6K 270 – –
Fidelity Investments
114
Fidelity Investments
Massachusetts
$5K 148 -16 -10%
CMBA
115
C.M. Bidwell & Associates
Hawaii
$2K 55 – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$2K 50 – –
ARS
117
Adirondack Retirement Specialists
New York
$2K 65 +65 New
PA
118
Parallel Advisors
California
$1K 41 -91 -69%
Federated Hermes
119
Federated Hermes
Pennsylvania
$1K 1 -39 -98%
SWM
120
Spire Wealth Management
Virginia
$1K 25 – –
Assenagon Asset Management
121
Assenagon Asset Management
Luxembourg
– – -170,944 Closed
ECM
122
ExodusPoint Capital Management
New York
– – -43,879 Closed
FEG
123
Financial Enhancement Group
Indiana
$0 13 -39,973 -100%
Jacobs Levy Equity Management
124
Jacobs Levy Equity Management
New Jersey
– – -34,734 Closed
Los Angeles Capital Management
125
Los Angeles Capital Management
California
– – -23,574 Closed
3 4
5
6 7