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Carriage Services
CSV

Overview Fund Activity

144 hedge funds and large institutions have $343M invested in Carriage Services in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
49
Reduced
42
Closed
14
Calls
$3.31M
Puts
$2.29M
Net Calls
+$1.02M
Net Calls Change
+$521K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$53.9M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$4.31M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$6.66M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.91M
5
KWM
5
Kingsview Wealth Management
Oregon
$2.15M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$3.42M
2
GCP
2
GSA Capital Partners
United Kingdom
$332K
3
Citadel Advisors
3
Citadel Advisors
Florida
$2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$18.3M
5
DM
5
Deerfield Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
126
Cullen/Frost Bankers
Texas
$5.94K +$5.94K +181 New
HCA
127
Harbor Capital Advisors
Illinois
$5K +$5K +141 New
VWM
128
Venturi Wealth Management
Texas
$4.7K +$4.7K +143 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$3.74K – – –
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$3.28K – – –
SAM
131
Smartleaf Asset Management
Massachusetts
$2.99K +$2.99K +91 New
GI
132
GAMMA Investing
California
$2.33K +$2K +61 +610%
CPA
133
Capital Performance Advisors
California
$1.9K +$1.9K +58 New
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$1.71K +$788 +24 +86%
NECFA
135
New England Capital Financial Advisors
Connecticut
$1.02K – – –
SCM
136
Sterling Capital Management
North Carolina
$689 +$689 +21 New
FFA
137
Farther Finance Advisors
California
$657 – – –
AF
138
Allworth Financial
California
$591 +$591 +18 New
LC
139
Lindbrook Capital
California
$558 – – –
RIL
140
Rothschild Investment LLC
Illinois
$328 +$328 +10 New
PA
141
Parallel Advisors
California
$263 – – –
TWD
142
True Wealth Design
Ohio
$230 +$230 +7 New
CAM
143
Creekmur Asset Management
Illinois
$210 -$4.52K -129 -96%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$66 +$66 +2 New
DM
145
Deerfield Management
New York
– -$1.44M -53,584 Closed
YIH
146
Y-Intercept (HK)
Hong Kong
– -$813K -30,304 Closed
D.E. Shaw & Co
147
D.E. Shaw & Co
New York
– -$556K -20,729 Closed
SMH
148
Sanders Morris Harris
Texas
– -$410K -15,290 Closed
HSBC Holdings
149
HSBC Holdings
United Kingdom
– -$303K -11,371 Closed
ECM
150
ExodusPoint Capital Management
New York
– -$278K -10,363 Closed
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