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Carriage Services
CSV

Overview Fund Activity

151 hedge funds and large institutions have $436M invested in Carriage Services in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+7
Holders Change %
+4.86%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
56
Reduced
42
Closed
14
Calls
$1.43M
Puts
$190K
Net Calls
+$1.24M
Net Calls Change
+$222K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.7M
2
DLP
2
De Lisle Partners
United Kingdom
$4.96M
3
Universal-Beteiligungs- und Servicegesellschaft
3
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.57M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$23.5M
5
DDPIC
5
Deroy & Devereaux Private Investment Counsel
Michigan
$2.27M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$60.4M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
Jane Street
4
Jane Street
New York
$0
5
Charles Schwab
5
Charles Schwab
California
$5.53M
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$14K 352 +77 +28%
OPTFSNA
127
Old Point Trust & Financial Services N A
Virginia
$12K 300 – –
QCG
128
Quadrant Capital Group
Ohio
$11.4K 286 +14 +5%
IA
129
IFP Advisors
Florida
$10.9K 273 +3 +1%
SIC
130
Salem Investment Counselors
North Carolina
$9.88K 248 – –
HCA
131
Harbor Capital Advisors
Illinois
$8K 199 +58 +41%
VCM
132
Versant Capital Management
Arizona
$6.58K 165 +165 New
VWM
133
Venturi Wealth Management
Texas
$5.7K 143 – –
SCM
134
Sterling Capital Management
North Carolina
$4.94K 124 +103 +490%
Federated Hermes
135
Federated Hermes
Pennsylvania
$4.94K 124 +124 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$4.54K 114 – –
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$3.94K 100 – –
SAM
138
Smartleaf Asset Management
Massachusetts
$3.41K 86 -5 -5%
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$2.07K 52 – –
Jones Financial Companies
140
Jones Financial Companies
Missouri
$1.99K 50 +50 New
GI
141
GAMMA Investing
California
$1.55K 39 -32 -45%
NECFA
142
New England Capital Financial Advisors
Connecticut
$1.24K 31 – –
FFA
143
Farther Finance Advisors
California
$797 20 – –
AF
144
Allworth Financial
California
$715 18 – –
LC
145
Lindbrook Capital
California
$677 17 – –
RIL
146
Rothschild Investment LLC
Illinois
$399 10 – –
PA
147
Parallel Advisors
California
$319 8 – –
CAM
148
Creekmur Asset Management
Illinois
$255 6 – –
EWA
149
EverSource Wealth Advisors
Alabama
$239 6 +6 New
SS
150
SBI Securities
Japan
$199 5 +5 New
3 4 5
6
7