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Carriage Services

157 hedge funds and large institutions have $448M invested in Carriage Services in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $698K | Put options by funds: $252K

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

3% more funds holding

Funds holding: 153157 (+4)

1.92% more ownership

Funds ownership: 71.88%73.8% (+1.9%)

3% more capital invested

Capital invested by funds: $436M → $448M (+$11.5M)

32% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 60

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
41
Reduced
60
Closed
16
Calls
$698K
Puts
$252K
Net Calls
+$446K
Net Calls Change
-$797K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Algert Global
California
$246K -$229K -5,770 -48%
ECM
102
EMC Capital Management
Texas
$241K
Cerity Partners
103
Cerity Partners
New York
$239K -$11.1K -280 -4%
MAM
104
Martingale Asset Management
Massachusetts
$228K
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$214K
PCM
106
Perritt Capital Management
Illinois
$198K
QT
107
Quantbot Technologies
New York
$155K -$39.3K -989 -20%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$152K -$51.2K -1,289 -25%
PCM
109
Palouse Capital Management
Washington
$150K -$1.99K -50 -1%
PFSRSONJ
110
Police & Firemen's Retirement System of New Jersey
New Jersey
$111K
SOW
111
State of Wyoming
Wyoming
$108K +$110K +2,781 New
US Bancorp
112
US Bancorp
Minnesota
$93K +$95.3K +2,400 New
Legal & General Group
113
Legal & General Group
United Kingdom
$53K -$953 -24 -2%
New York State Teachers Retirement System (NYSTRS)
114
New York State Teachers Retirement System (NYSTRS)
New York
$48K +$49.7K +1,251 New
AIP
115
Ameritas Investment Partners
Nebraska
$46K
JFGIW
116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.6K
HNB
117
Huntington National Bank
Ohio
$38.8K
California State Teachers Retirement System (CalSTRS)
118
California State Teachers Retirement System (CalSTRS)
California
$38.4K
Osaic Holdings
119
Osaic Holdings
Arizona
$36.5K -$278 -7 -0.7%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$34K +$913 +23 +3%
TRCT
121
Tower Research Capital (TRC)
New York
$26.2K +$10.2K +256 +61%
BBHC
122
Brown Brothers Harriman & Co
New York
$23.3K
WT
123
Whittier Trust
California
$23.3K
AB
124
Amalgamated Bank
New York
$18K
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.9K -$873 -22 -5%