CSV icon

Carriage Services
CSV

Overview Fund Activity

123 hedge funds and large institutions have $322M invested in Carriage Services in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
32
Reduced
41
Closed
18
Calls
$4.13M
Puts
$567K
Net Calls
+$3.57M
Net Calls Change
+$3.19M

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$14.6M
2
Ameriprise
2
Ameriprise
Minnesota
$39.4M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$4.79M
4
HFA
4
Harbert Fund Advisors
Alabama
$2.69M
5
CP
5
CenterBook Partners
Connecticut
$2.59M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$24.7M
2
DIM
2
DC Investments Management
Virginia
$1.31M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BlackRock
4
BlackRock
New York
$29.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.23M
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$36.3K 1,188 – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$36K 1,179 +585 +98%
Osaic Holdings
103
Osaic Holdings
Arizona
$34.8K 1,139 -1,203 -51%
HNB
104
Huntington National Bank
Ohio
$30.5K 1,000 – –
TRCT
105
Tower Research Capital (TRC)
New York
$25K 828 +696 +527%
Canada Life
106
Canada Life
Manitoba, Canada
$23K 745 – –
US Bancorp
107
US Bancorp
Minnesota
$22.4K 735 +8 +1%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$21.1K 692 -217 -24%
WT
109
Whittier Trust
California
$18.3K 600 – –
BBHC
110
Brown Brothers Harriman & Co
New York
$18.3K 600 – –
QCG
111
Quadrant Capital Group
Ohio
$17.3K 568 – –
SIC
112
Salem Investment Counselors
North Carolina
$7.57K 248 – –
IA
113
IFP Advisors
Florida
$6.64K 270 – –
PCM
114
Perritt Capital Management
Illinois
$3.05K 100 – –
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$3K 89 +89 New
ARS
116
Adirondack Retirement Specialists
New York
$1.89K 65 – –
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$1.56K 51 – –
GWS
118
Glassman Wealth Services
Virginia
$1.25K 41 – –
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$1K 21 – –
FFA
120
Farther Finance Advisors
California
$946 31 – –
NECFA
121
New England Capital Financial Advisors
Connecticut
$925 30 – –
SWM
122
Spire Wealth Management
Virginia
$769 25 – –
LC
123
Lindbrook Capital
California
$549 18 – –
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
– – -42,718 Closed
Norges Bank
125
Norges Bank
Norway
– – -38,800 Closed
2 3 4
5
6