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Carriage Services

117 hedge funds and large institutions have $330M invested in Carriage Services in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $748K | Put options by funds: $352K

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 120117 (-3)

11% less capital invested

Capital invested by funds: $371M → $330M (-$40.5M)

12.63% less ownership

Funds ownership: 92.59%79.96% (-13%)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
50
Reduced
31
Closed
13
Calls
$748K
Puts
$352K
Net Calls
+$396K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
126
UBS AM
Illinois
-$201K -8,200 Closed
SEI Investments
127
SEI Investments
Pennsylvania
-$55K -2,239 Closed
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
-$37K -1,509 Closed
PCM
129
Prelude Capital Management
New York
-$32K -1,300 Closed
PIA
130
Piedmont Investment Advisors
North Carolina
-$6K -260 Closed