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Carriage Services
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126 hedge funds and large institutions have $361M invested in Carriage Services in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

29% more capital invested

Capital invested by funds: $281M → $361M (+$80.1M)

22% more call options, than puts

Call options by funds: $243K | Put options by funds: $199K

16% more funds holding

Funds holding: 109 → 126 (+17)

2% more ownership

Funds ownership: 77.02% → 79.02% (+2%)

Holders
126
Holders Change
+17
Holders Change %
+15.6%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
47
Reduced
32
Closed
9
Calls
$243K
Puts
$199K
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
AL
AJO LP
Pennsylvania
+$5.62M
2
Prudential Financial
Prudential Financial
New Jersey
+$3.84M
3
Goldman Sachs
Goldman Sachs
New York
+$3.45M
4
Squarepoint
Squarepoint
New York
+$1.07M
5
BlackRock
BlackRock
New York
+$1.03M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.5M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.77M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.71M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.43M
5
SWP
Stratos Wealth Partners
Ohio
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$1K – – –
Assenagon Asset Management
127
Assenagon Asset Management
Luxembourg
– -$1.71M -83,505 Closed
NIS
128
National Investment Services
Wisconsin
– -$884K -43,234 Closed
Credit Agricole
129
Credit Agricole
France
– -$613K -30,000 Closed
MSL
130
Mackay Shields LLC
New York
– -$390K -19,100 Closed
Lazard Asset Management
131
Lazard Asset Management
New York
– -$27K -1,369 Closed
QT
132
Quantamental Technologies
New York
– -$26K -1,296 Closed
AF
133
Advisornet Financial
Minnesota
– -$20K -1,000 Closed
AIC
134
Ameritas Investment Company
Nebraska
– -$8K -400 Closed
DA
135
Denali Advisors
California
– -$1K -63 Closed
2 3 4 5
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