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Carriage Services
CSV
CSV
116 hedge funds and large institutions have $332M invested in Carriage Services in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
3% more capital invested
Capital invested by funds: $322M → $332M (+$10.1M)
5% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 41
2.35% less ownership
Funds ownership: 70.8% → 68.45% (-2.4%)
6% less funds holding
Funds holding: 123 → 116 (-7)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
59% less call options, than puts
Call options by funds: $1.65M | Put options by funds: $3.99M
Holders
116
Holders Change
-7
Holders Change %
-5.69%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
39
Reduced
41
Closed
14
Calls
$1.65M
Puts
$3.99M
Net Calls
-$2.34M
Net Calls Change
-$5.91M
Top Buyers
| 1 |
Millennium Management
New York
|
+$3.66M |
| 2 |
HFA
Harbert Fund Advisors
Birmingham,
Alabama
|
+$1.97M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$1.61M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.49M |
| 5 |
BlackRock
New York
|
+$1.17M |
Top Sellers
| 1 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$2.59M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.09M |
| 4 |
RC
Roubaix Capital
Denver,
Colorado
|
-$1.58M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DTL
126
Dynamic Technology Lab
Singapore
| – | -$209K | -6,855 | Closed |
|
|
BAM
127
Belpointe Asset Management
Reno,
Nevada
| – | -$198K | -6,500 | Closed |
|
128
SG Americas Securities
New York
| – | -$173K | -5,657 | Closed |
|
|
AF
129
Advisornet Financial
Minnetonka,
Minnesota
| – | -$63.2K | -2,069 | Closed |
|
130
US Bancorp
Minneapolis,
Minnesota
| – | -$22.4K | -735 | Closed |
|