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Carriage Services
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130 hedge funds and large institutions have $410M invested in Carriage Services in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

44% more capital invested

Capital invested by funds: $285M → $410M (+$125M)

15% more funds holding

Funds holding: 113 → 130 (+17)

1.61% more ownership

Funds ownership: 71.37% → 72.98% (+1.6%)

22% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 45

83% less call options, than puts

Call options by funds: $669K | Put options by funds: $3.92M

Holders
130
Holders Change
+17
Holders Change %
+15.04%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
35
Reduced
45
Closed
7
Calls
$669K
Puts
$3.92M
Net Calls
-$3.25M
Net Calls Change
-$700K

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$4.65M
2
KPF
K2 Principal Fund
Ontario, Canada
+$3.51M
3
Boston Partners
Boston Partners
Massachusetts
+$2.7M
4
Morgan Stanley
Morgan Stanley
New York
+$1.75M
5
Deutsche Bank
Deutsche Bank
Germany
+$1.4M

Top Sellers

1
PCM
Penn Capital Management
Pennsylvania
-$5.33M
2
ACM
AREX Capital Management
New York
-$3.43M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.52M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$1.33M
5
GACM
Global Alpha Capital Management
Quebec, Canada
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
126
SignatureFD
Georgia
$1K – – –
US Bancorp
127
US Bancorp
Minnesota
$1K +$436 +16 New
PHK
128
Point72 Hong Kong
Hong Kong
$1K +$491 +18 New
AIG
129
American International Group
New York
$300 -$7.5K -275 -3%
FI
130
Fosun International
China
$215 +$191K +7,000 New
PCM
131
Penn Capital Management
Pennsylvania
– -$5.33M -238,737 Closed
Russell Investments Group
132
Russell Investments Group
United Kingdom
– -$1.03M -46,429 Closed
FCH
133
Freestone Capital Holdings
Washington
– -$364K -16,309 Closed
GCP
134
GSA Capital Partners
United Kingdom
– -$317K -14,219 Closed
TI
135
Trexquant Investment
Connecticut
– -$253K -11,339 Closed
Group One Trading
136
Group One Trading
Illinois
– -$277K -10,182 Closed
ASN
137
Advisory Services Network
Georgia
– -$1K -38 Closed
2 3 4 5
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