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Carriage Services
CSV

Overview Fund Activity

154 hedge funds and large institutions have $620M invested in Carriage Services in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 70 reducing their positions, and 20 closing their positions.

Holders
154
Holders Change
-4
Holders Change %
-2.53%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
40
Reduced
70
Closed
20
Calls
$13.8M
Puts
–
Net Calls
+$13.8M
Net Calls Change
-$5.14M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$6.51M
2
Ameriprise
2
Ameriprise
Minnesota
$61.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.43M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.5M
5
GACM
5
Global Alpha Capital Management
Quebec, Canada
$50.5M

Top Sellers

1
MRCM
1
Mill Road Capital Management
Connecticut
$8.69M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12K
3
KCM
3
Kennedy Capital Management
Missouri
$9.4M
4
EI
4
EAM Investors
California
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$8.19M
Name Market Value Shares Shares
Change 		Shares
Change %
DWA
126
Dorsey Wright & Associates
California
$55K 1,030 -140 -12%
HNB
127
Huntington National Bank
Ohio
$53K 1,000 – –
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$48.5K 909 -2,970 -77%
TRCT
129
Tower Research Capital (TRC)
New York
$45K 843 -2,165 -72%
Federated Hermes
130
Federated Hermes
Pennsylvania
$44K 828 -561 -40%
Canada Life
131
Canada Life
Manitoba, Canada
$42K 745 -373 -33%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$39K 738 -31 -4%
CCM
133
Copeland Capital Management
Pennsylvania
$37K 692 -204 -23%
BBHC
134
Brown Brothers Harriman & Co
New York
$32K 600 – –
WT
135
Whittier Trust
California
$32K 600 – –
COCM
136
Charter Oak Capital Management
New Hampshire
$26K 490 – –
US Bancorp
137
US Bancorp
Minnesota
$22K 412 +412 New
FHA
138
First Horizon Advisors
Tennessee
$20K 376 +376 New
DFCM
139
Dark Forest Capital Management
Puerto Rico
$20K 383 +383 New
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$17K 320 -200 -38%
SIC
141
Salem Investment Counselors
North Carolina
$13K 248 – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$12K 222 -123,865 -100%
TFS
143
TrustCore Financial Services
Tennessee
$11K 211 +50 +31%
ACM
144
Aquatic Capital Management
Illinois
$11K 200 +200 New
CFB
145
Cullen/Frost Bankers
Texas
$9K 176 – –
PA
146
Parallel Advisors
California
$8K 143 +11 +8%
AIP
147
Ahrens Investment Partners
Louisiana
$6K 106 – –
IA
148
IFP Advisors
Florida
$6K 270 – –
S
149
SignatureFD
Georgia
$4K 84 +14 +20%
CMBA
150
C.M. Bidwell & Associates
Hawaii
$3K 55 -25 -31%
4 5
6
7 8