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Carriage Services
CSV

Overview Fund Activity

151 hedge funds and large institutions have $436M invested in Carriage Services in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+7
Holders Change %
+4.86%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
56
Reduced
42
Closed
14
Calls
$1.43M
Puts
$190K
Net Calls
+$1.24M
Net Calls Change
+$222K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.7M
2
DLP
2
De Lisle Partners
United Kingdom
$4.96M
3
Universal-Beteiligungs- und Servicegesellschaft
3
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.57M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$23.5M
5
DDPIC
5
Deroy & Devereaux Private Investment Counsel
Michigan
$2.27M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$60.4M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
Jane Street
4
Jane Street
New York
$0
5
Charles Schwab
5
Charles Schwab
California
$5.53M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
101
Martingale Asset Management
Massachusetts
$234K 5,880 +5,880 New
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$230K 5,761 -2,314 -29%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$220K 5,514 – –
IIM
104
INTECH Investment Management
Florida
$220K 5,513 +5,513 New
CSS
105
Cubist Systematic Strategies
Connecticut
$211K 5,303 -20,877 -80%
ACM
106
Aquatic Capital Management
Illinois
$209K 5,255 -1,745 -25%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$207K 5,197 -1,795 -26%
PCM
108
Perritt Capital Management
Illinois
$203K 5,101 -1 -0%
PCM
109
Polymer Capital Management
New York
$202K 5,081 +5,081 New
QT
110
Quantbot Technologies
New York
$199K 4,982 +3,412 +217%
PCM
111
Palouse Capital Management
Washington
$157K 3,932 – –
PFSRSONJ
112
Police & Firemen's Retirement System of New Jersey
New Jersey
$114K 2,861 +2,861 New
RS
113
R Squared
Hong Kong
$65K 1,630 +1,630 New
Legal & General Group
114
Legal & General Group
United Kingdom
$55.5K 1,392 +25 +2%
AIP
115
Ameritas Investment Partners
Nebraska
$47.3K 1,188 – –
JFGIW
116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K 1,100 +1,100 New
HNB
117
Huntington National Bank
Ohio
$39.9K 1,000 – –
California State Teachers Retirement System (CalSTRS)
118
California State Teachers Retirement System (CalSTRS)
California
$39.5K 990 – –
Osaic Holdings
119
Osaic Holdings
Arizona
$37.8K 949 +17 +2%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$34K 850 +365 +75%
BBHC
121
Brown Brothers Harriman & Co
New York
$23.9K 600 – –
WT
122
Whittier Trust
California
$23.9K 600 – –
AB
123
Amalgamated Bank
New York
$18K 455 – –
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.3K 433 -49 -10%
TRCT
125
Tower Research Capital (TRC)
New York
$16.7K 419 -6,396 -94%
3 4
5
6 7