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Carriage Services

157 hedge funds and large institutions have $448M invested in Carriage Services in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $698K | Put options by funds: $252K

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

3% more funds holding

Funds holding: 153157 (+4)

1.92% more ownership

Funds ownership: 71.88%73.8% (+1.9%)

3% more capital invested

Capital invested by funds: $436M → $448M (+$11.5M)

32% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 60

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
41
Reduced
60
Closed
16
Calls
$698K
Puts
$252K
Net Calls
+$446K
Net Calls Change
-$797K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$12.7K -$953 -24 -7%
OPTFSNA
127
Old Point Trust & Financial Services N A
Virginia
$11.6K
QCG
128
Quadrant Capital Group
Ohio
$11.1K
Simplex Trading
129
Simplex Trading
Illinois
$11K -$460K -11,585 -97%
IA
130
IFP Advisors
Florida
$10.6K
SIC
131
Salem Investment Counselors
North Carolina
$9.61K
LSA
132
Leonteq Securities AG
Switzerland
$9.49K
CA
133
CoreCap Advisors
Michigan
$9.11K +$9.33K +235 New
HCA
134
Harbor Capital Advisors
Illinois
$8K +$40 +1 +0.5%
Federated Hermes
135
Federated Hermes
Pennsylvania
$7.21K +$2.46K +62 +50%
VCM
136
Versant Capital Management
Arizona
$6.39K
Jones Financial Companies
137
Jones Financial Companies
Missouri
$5.78K +$3.93K +99 +198%
CCM
138
Coldstream Capital Management
Washington
$5.27K +$5.4K +136 New
A
139
AlphaQuest
New York
$4.65K -$306K -7,700 -98%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$4.61K +$198 +5 +4%
LFG
141
Larson Financial Group
Missouri
$4.03K +$4.13K +104 New
SAM
142
Smartleaf Asset Management
Massachusetts
$3.34K
GI
143
GAMMA Investing
California
$3.25K +$1.79K +45 +115%
SCM
144
Sterling Capital Management
North Carolina
$2.71K -$2.14K -54 -44%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$2.02K
NECFA
146
New England Capital Financial Advisors
Connecticut
$1.21K
FFA
147
Farther Finance Advisors
California
$774
AF
148
Allworth Financial
California
$704
LC
149
Lindbrook Capital
California
$659
RIL
150
Rothschild Investment LLC
Illinois
$581 +$198 +5 +50%