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Carriage Services
CSV

153 hedge funds and large institutions have $436M invested in Carriage Services in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

654% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $190K

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

33% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 42

27% more capital invested

Capital invested by funds: $343M → $436M (+$92.5M)

6% more funds holding

Funds holding: 144 → 153 (+9)

3.11% more ownership

Funds ownership: 68.78% → 71.88% (+3.1%)

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
56
Reduced
42
Closed
14
Calls
$1.43M
Puts
$190K
Net Calls
+$1.24M
Net Calls Change
+$222K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.4M
2
DLP
De Lisle Partners
United Kingdom
+$4.58M
3
LSV Asset Management
LSV Asset Management
Illinois
+$2.41M
4
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
+$2.1M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.27M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$4.74M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.42M
3
KWM
Kingsview Wealth Management
Oregon
-$2.15M
4
Jane Street
Jane Street
New York
-$1.62M
5
Charles Schwab
Charles Schwab
California
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
101
Martingale Asset Management
Massachusetts
$234K +$217K +5,880 New
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$230K -$85.4K -2,314 -29%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$220K – – –
IIM
104
INTECH Investment Management
Florida
$220K +$203K +5,513 New
CSS
105
Cubist Systematic Strategies
Connecticut
$211K -$770K -20,877 -80%
ACM
106
Aquatic Capital Management
Illinois
$209K -$64.4K -1,745 -25%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$207K -$66.2K -1,795 -26%
PCM
108
Perritt Capital Management
Illinois
$203K -$37 -1 -0%
PCM
109
Polymer Capital Management
New York
$202K +$187K +5,081 New
QT
110
Quantbot Technologies
New York
$199K +$126K +3,412 +217%
PCM
111
Palouse Capital Management
Washington
$157K – – –
PFSRSONJ
112
Police & Firemen's Retirement System of New Jersey
New Jersey
$114K +$106K +2,861 New
RS
113
R Squared
Hong Kong
$65K +$60.1K +1,630 New
Legal & General Group
114
Legal & General Group
United Kingdom
$55.5K +$922 +25 +2%
AIP
115
Ameritas Investment Partners
Nebraska
$47.3K – – –
JFGIW
116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K +$40.6K +1,100 New
HNB
117
Huntington National Bank
Ohio
$39.9K – – –
California State Teachers Retirement System (CalSTRS)
118
California State Teachers Retirement System (CalSTRS)
California
$39.5K – – –
Osaic Holdings
119
Osaic Holdings
Arizona
$37.8K +$627 +17 +2%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$34K +$13.5K +365 +75%
BBHC
121
Brown Brothers Harriman & Co
New York
$23.9K – – –
WT
122
Whittier Trust
California
$23.9K – – –
AB
123
Amalgamated Bank
New York
$18K – – –
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.3K -$1.81K -49 -10%
TRCT
125
Tower Research Capital (TRC)
New York
$16.7K -$236K -6,396 -94%
3 4
5
6 7

CSV Hedge Fund Activity: Q4 2024 in Review

153 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2024, worth a combined $436M — up 27% from $343M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CSV positions and 14 closed out — a net gain of 12 holders — while 56 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.4M. The largest seller was Ameriprise, cutting an estimated $4.74M.

  • 153 institutional investors held Carriage Services (CSV) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $436M of Carriage Services stock for Q4 2024, up 27% quarter-over-quarter.
  • 26 funds opened new Carriage Services positions in Q4 2024 and 14 closed out, a net change of +12 holders.
  • The largest Carriage Services buyer in Q4 2024 was Fidelity Investments, an estimated $15.4M added.
  • The largest Carriage Services seller in Q4 2024 was Ameriprise, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2024.