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Carriage Services
CSV
CSV
114 hedge funds and large institutions have $259M invested in Carriage Services in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
27% more call options, than puts
Call options by funds: $2.33M | Put options by funds: $1.84M
0.51% more ownership
Funds ownership: 68.52% → 69.03% (+0.51%)
4% less funds holding
Funds holding: 119 → 114 (-5)
11% less capital invested
Capital invested by funds: $290M → $259M (-$31.3M)
14% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 42
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
36
Reduced
42
Closed
20
Calls
$2.33M
Puts
$1.84M
Net Calls
+$492K
Net Calls Change
+$1.32M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$10.9M |
| 2 |
RP
Repertoire Partners
New York
|
+$2.09M |
| 3 |
Millennium Management
New York
|
+$2.03M |
| 4 |
BlackRock
New York
|
+$1.9M |
| 5 |
Two Sigma Investments
New York
|
+$1.43M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
126
Channing Capital Management
Chicago,
Illinois
| – | -$220K | -7,805 | Closed |
|
|
QC
127
Quadrature Capital
London,
United Kingdom
| – | -$210K | -7,460 | Closed |
|
|
VIA
128
Virtus Investment Advisers
Hartford,
Connecticut
| – | -$104K | -3,684 | Closed |
|
129
EARNEST Partners
Atlanta,
Georgia
| – | -$70.6K | -2,500 | Closed |
|
|
S
130
SignatureFD
Atlanta,
Georgia
| – | -$8.62K | -305 | Closed |
|
131
Comerica Bank
Dallas,
Texas
| – | -$5.59K | -198 | Closed |
|
|
CCP
132
Carmel Capital Partners
San Diego,
California
| – | -$1.53K | -54 | Closed |
|
|
GWS
133
Glassman Wealth Services
Vienna,
Virginia
| – | -$1.16K | -41 | Closed |
|
|
SWM
134
Spire Wealth Management
Mclean,
Virginia
| – | -$717 | -25 | Closed |
|