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Carriage Services

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.

New
Increased
Maintained
Reduced
Closed

629% more call options, than puts

Call options by funds: $4.13M | Put options by funds: $567K

27% more capital invested

Capital invested by funds: $253M → $322M (+$68.9M)

2.23% more ownership

Funds ownership: 68.57%70.8% (+2.2%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 122123 (+1)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.96%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$36.3K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$36K +$18.6K +585 +98%
Osaic Holdings
103
Osaic Holdings
Arizona
$34.8K -$38.2K -1,203 -51%
HNB
104
Huntington National Bank
Ohio
$30.5K
TRCT
105
Tower Research Capital (TRC)
New York
$25K +$22.1K +696 +527%
Canada Life
106
Canada Life
Manitoba, Canada
$23K
US Bancorp
107
US Bancorp
Minnesota
$22.4K +$254 +8 +1%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$21.1K -$6.88K -217 -24%
BBHC
109
Brown Brothers Harriman & Co
New York
$18.3K
WT
110
Whittier Trust
California
$18.3K
QCG
111
Quadrant Capital Group
Ohio
$17.3K
SIC
112
Salem Investment Counselors
North Carolina
$7.57K
IA
113
IFP Advisors
Florida
$6.64K
PCM
114
Perritt Capital Management
Illinois
$3.05K
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$3K +$2.82K +89 New
ARS
116
Adirondack Retirement Specialists
New York
$1.89K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$1.56K
GWS
118
Glassman Wealth Services
Virginia
$1.25K
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$1K
FFA
120
Farther Finance Advisors
California
$946
NECFA
121
New England Capital Financial Advisors
Connecticut
$925
SWM
122
Spire Wealth Management
Virginia
$769
LC
123
Lindbrook Capital
California
$549
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
-$1.36M -42,718 Closed
Norges Bank
125
Norges Bank
Norway
-$1.07M -38,800 Closed