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Carriage Services
CSV

Overview Fund Activity

154 hedge funds and large institutions have $447M invested in Carriage Services in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
41
Reduced
58
Closed
16
Calls
$698K
Puts
$252K
Net Calls
+$446K
Net Calls Change
-$797K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$85.7M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$3.55M
3
MHP
3
Manatuck Hill Partners
Connecticut
$5.62M
4
LPL Financial
4
LPL Financial
California
$5.27M
5
DLP
5
De Lisle Partners
United Kingdom
$7.15M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.4M
2
PP
2
Praetorian PR
Puerto Rico
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$25.8M
4
HA
4
Heartland Advisors
Wisconsin
$10.6M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
101
EMC Capital Management
Texas
$241K – – –
Cerity Partners
102
Cerity Partners
New York
$239K -$10.9K -280 -4%
MAM
103
Martingale Asset Management
Massachusetts
$228K – – –
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$214K – – –
PCM
105
Perritt Capital Management
Illinois
$198K – – –
QT
106
Quantbot Technologies
New York
$155K -$38.3K -989 -20%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$152K -$50.1K -1,289 -25%
PCM
108
Palouse Capital Management
Washington
$150K -$1.94K -50 -1%
PFSRSONJ
109
Police & Firemen's Retirement System of New Jersey
New Jersey
$111K – – –
SOW
110
State of Wyoming
Wyoming
$108K +$108K +2,781 New
US Bancorp
111
US Bancorp
Minnesota
$93K +$93K +2,400 New
Legal & General Group
112
Legal & General Group
United Kingdom
$53K -$930 -24 -2%
New York State Teachers Retirement System (NYSTRS)
113
New York State Teachers Retirement System (NYSTRS)
New York
$48K +$48K +1,251 New
AIP
114
Ameritas Investment Partners
Nebraska
$46K – – –
JFGIW
115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.6K – – –
HNB
116
Huntington National Bank
Ohio
$38.8K – – –
California State Teachers Retirement System (CalSTRS)
117
California State Teachers Retirement System (CalSTRS)
California
$38.4K – – –
Osaic Holdings
118
Osaic Holdings
Arizona
$36.5K -$271 -7 -0.7%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$34K +$896 +23 +3%
TRCT
120
Tower Research Capital (TRC)
New York
$26.2K +$9.92K +256 +61%
WT
121
Whittier Trust
California
$23.3K – – –
BBHC
122
Brown Brothers Harriman & Co
New York
$23.3K – – –
AB
123
Amalgamated Bank
New York
$18K – – –
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.9K -$852 -22 -5%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$12.7K -$930 -24 -7%
3 4
5
6 7