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Carriage Services

170 hedge funds and large institutions have $539M invested in Carriage Services in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $545M → $539M (-$5.84M)

11% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 56

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$739K
Puts
$26K
Net Calls
Net Calls Change

Top Buyers

1 +$3.87M
2 +$3.51M
3 +$2.34M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.92M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.77M

Top Sellers

1 -$2.3M
2 -$2.1M
3 -$1.98M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$247K
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$246K
QC
103
Quadrature Capital
United Kingdom
$245K
Verition Fund Management
104
Verition Fund Management
Connecticut
$241K
AC
105
Aristeia Capital
Connecticut
$236K
AI
106
Atria Investments
North Carolina
$234K
LAM
107
Longboard Asset Management
Arizona
$233K
SMH
108
Sanders Morris Harris
Texas
$223K
HWM
109
Hohimer Wealth Management
Washington
$213K
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212K
ECM
111
EMC Capital Management
Texas
$203K
PFSRSONJ
112
Police & Firemen's Retirement System of New Jersey
New Jersey
$174K
Russell Investments Group
113
Russell Investments Group
United Kingdom
$173K
Citigroup
114
Citigroup
New York
$170K
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$150K
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$125K
AAP
117
Arax Advisory Partners
Colorado
$114K
PCM
118
Palouse Capital Management
Washington
$95.9K
ASN
119
Advisory Services Network
Georgia
$88.3K
Legal & General Group
120
Legal & General Group
United Kingdom
$68.4K
SOW
121
State of Wyoming
Wyoming
$58.7K
AIP
122
Ameritas Investment Partners
Nebraska
$52.9K
QL
123
Quarry LP
New York
$50.8K
Osaic Holdings
124
Osaic Holdings
Arizona
$46.9K
PD
125
Point72 (DIFC)
United Arab Emirates
$46.5K