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Carriage Services

158 hedge funds and large institutions have $776M invested in Carriage Services in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $6.41M

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

39% more capital invested

Capital invested by funds: $557M → $776M (+$219M)

19% more funds holding

Funds holding: 133158 (+25)

2.41% more ownership

Funds ownership: 69.99%72.4% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

53% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 68

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
32
Reduced
68
Closed
10
Calls
$25.3M
Puts
$6.41M
Net Calls
+$18.9M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
126
Acadian Asset Management
Massachusetts
$179K -$63.6K -1,228 -31%
EARNEST Partners
127
EARNEST Partners
Georgia
$161K
Osaic Holdings
128
Osaic Holdings
Arizona
$156K +$86.6K +1,671 +218%
UFF
129
USA Financial Formulas
Michigan
$142K +$114K +2,197 New
Robeco Institutional Asset Management
130
Robeco Institutional Asset Management
Netherlands
$92K +$74.3K +1,435 New
Federated Hermes
131
Federated Hermes
Pennsylvania
$90K -$91.3K -1,762 -56%
PHK
132
Point72 Hong Kong
Hong Kong
$82K +$65.6K +1,266 New
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$79K +$104 +2 +0.2%
AIP
134
Ameritas Investment Partners
Nebraska
$77K -$13.2K -255 -18%
DWA
135
Dorsey Wright & Associates
California
$75K +$60.6K +1,170 New
Canada Life
136
Canada Life
Manitoba, Canada
$72K
HNB
137
Huntington National Bank
Ohio
$64K +$15.5K +300 +43%
CCM
138
Copeland Capital Management
Pennsylvania
$58K +$829 +16 +2%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$50K -$570 -11 -1%
SOW
140
State of Wyoming
Wyoming
$43K +$34.8K +671 New
WT
141
Whittier Trust
California
$39K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$33K +$1.04K +20 +4%
COCM
143
Charter Oak Capital Management
New Hampshire
$32K +$25.4K +490 New
IA
144
IFP Advisors
Florida
$18K
SIC
145
Salem Investment Counselors
North Carolina
$16K
CFB
146
Cullen/Frost Bankers
Texas
$11K
TFS
147
TrustCore Financial Services
Tennessee
$10K
PA
148
Parallel Advisors
California
$9K
AIP
149
Ahrens Investment Partners
Louisiana
$7K +$5.49K +106 New
S
150
SignatureFD
Georgia
$5K +$1.19K +23 +49%