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Carriage Services
CSV

Overview Fund Activity

122 hedge funds and large institutions have $253M invested in Carriage Services in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 22 closing their positions.

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
47
Reduced
27
Closed
22
Calls
$2.28M
Puts
$1.9M
Net Calls
+$380K
Net Calls Change
+$1.21M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$4.53M
2
UBS Group
2
UBS Group
Switzerland
$6.13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.78M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$4.22M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$5.67M

Top Sellers

1
GACM
1
Global Alpha Capital Management
Quebec, Canada
$0
2
Ameriprise
2
Ameriprise
Minnesota
$30.1M
3
PI
3
PEAK6 Investments
Illinois
$0
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$897K
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$20K 727 -32 -4%
CCM
102
Copeland Capital Management
Pennsylvania
$20K 739 +11 +2%
ACM
103
Aquatic Capital Management
Illinois
$19K 700 +700 New
BBHC
104
Brown Brothers Harriman & Co
New York
$16.5K 600 – –
WT
105
Whittier Trust
California
$16.5K 600 – –
Fidelity Investments
106
Fidelity Investments
Massachusetts
$16.4K 594 +446 +301%
QCG
107
Quadrant Capital Group
Ohio
$15.6K 568 +568 New
Wells Fargo
108
Wells Fargo
California
$12.1K 440 -1,085 -71%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$8K 320 -630 -66%
SIC
110
Salem Investment Counselors
North Carolina
$6.83K 248 – –
IA
111
IFP Advisors
Florida
$6K 270 – –
TRCT
112
Tower Research Capital (TRC)
New York
$3K 132 -1,275 -91%
PCM
113
Perritt Capital Management
Illinois
$2.75K 100 +100 New
ARS
114
Adirondack Retirement Specialists
New York
$1.79K 65 – –
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$1.4K 51 +43 +538%
MCC
116
Money Concepts Capital
Florida
$1.38K 50 +50 New
GWS
117
Glassman Wealth Services
Virginia
$1.13K 41 +41 New
SWM
118
Spire Wealth Management
Virginia
$1K 25 – –
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$1K 21 +21 New
NECFA
120
New England Capital Financial Advisors
Connecticut
$923 30 +30 New
FFA
121
Farther Finance Advisors
California
$854 31 +31 New
LC
122
Lindbrook Capital
California
$496 18 +9 +100%
GACM
123
Global Alpha Capital Management
Quebec, Canada
– – -927,508 Closed
PI
124
PEAK6 Investments
Illinois
– – -58,101 Closed
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
– – -39,288 Closed
2 3 4
5
6