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Carriage Services

129 hedge funds and large institutions have $269M invested in Carriage Services in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,393% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $113K

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more funds holding

Funds holding: 114129 (+15)

4% more capital invested

Capital invested by funds: $259M → $269M (+$10.1M)

3.4% less ownership

Funds ownership: 69.03%65.63% (-3.4%)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
36
Reduced
44
Closed
9
Calls
$2.82M
Puts
$113K
Net Calls
+$2.7M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$32.1K
PAS
102
Point72 Asia (Singapore)
Singapore
$27.1K +$25.1K +1,004 New
HNB
103
Huntington National Bank
Ohio
$27K
FCA
104
FinTrust Capital Advisors
South Carolina
$27K +$25K +1,000 New
Simplex Trading
105
Simplex Trading
Illinois
$25K -$52.7K -2,106 -69%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$24.9K
Osaic Holdings
107
Osaic Holdings
Arizona
$21.1K -$2.13K -85 -10%
Canada Life
108
Canada Life
Manitoba, Canada
$20K
QCG
109
Quadrant Capital Group
Ohio
$16.7K +$7.69K +307 +99%
BBHC
110
Brown Brothers Harriman & Co
New York
$16.2K
WT
111
Whittier Trust
California
$16.2K
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.3K +$726 +29 +7%
AB
113
Amalgamated Bank
New York
$12K -$36.2K -1,446 -76%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$11.1K +$5.18K +207 +101%
OPTFSNA
115
Old Point Trust & Financial Services N A
Virginia
$8.11K +$7.51K +300 New
IA
116
IFP Advisors
Florida
$7.3K
PD
117
Point72 (DIFC)
United Arab Emirates
$7.06K +$6.53K +261 New
SIC
118
Salem Investment Counselors
North Carolina
$6.71K
NC
119
nVerses Capital
Florida
$5.41K +$5.01K +200 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$5K
TRCT
121
Tower Research Capital (TRC)
New York
$3.89K -$88.7K -3,544 -96%
PCM
122
Perritt Capital Management
Illinois
$2.73K
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$2.65K +$2.5K +100 New
NECFA
124
New England Capital Financial Advisors
Connecticut
$834
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$568