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Carriage Services
CSV

167 hedge funds and large institutions have $572M invested in Carriage Services in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

14% more capital invested

Capital invested by funds: $502M → $572M (+$70.1M)

8% more funds holding

Funds holding: 155 → 167 (+12)

3.65% more ownership

Funds ownership: 75.4% → 79.05% (+3.7%)

Holders
167
Holders Change
+12
Holders Change %
+7.74%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
61
Reduced
48
Closed
14
Calls
$397K
Puts
–
Net Calls
+$397K
Net Calls Change
+$88K

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$11.1M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.66M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$7.5M
4
Swedbank
Swedbank
Sweden
+$3.58M
5
BIG
Brooklyn Investment Group
New York
+$1.75M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$1.94M
2
Boston Partners
Boston Partners
Massachusetts
-$1.52M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.31M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.09M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
126
California State Teachers Retirement System (CalSTRS)
California
$35.1K -$4.57K -105 -12%
Osaic Holdings
127
Osaic Holdings
Arizona
$34.6K – – –
BBHC
128
Brown Brothers Harriman & Co
New York
$31.4K +$3.83K +88 +15%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$28.4K +$1.39K +32 +5%
WT
130
Whittier Trust
California
$27.4K – – –
Jones Financial Companies
131
Jones Financial Companies
Missouri
$22.4K -$27.5K -632 -56%
PA
132
Parallel Advisors
California
$20.8K +$19.4K +447 +5,588%
LFG
133
Larson Financial Group
Missouri
$20.2K – – –
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.8K +$435 +10 +3%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$14.6K – – –
MAM
136
Meeder Asset Management
Ohio
$14.6K +$7.35K +169 +112%
OPTFSNA
137
Old Point Trust & Financial Services N A
Virginia
$13.7K – – –
QCG
138
Quadrant Capital Group
Ohio
$12.8K – – –
IA
139
IFP Advisors
Florida
$12.5K +$87 +2 +0.7%
VCM
140
Versant Capital Management
Arizona
$12K +$4.22K +97 +59%
SIC
141
Salem Investment Counselors
North Carolina
$11.3K +$10.8K +248 New
LSA
142
Leonteq Securities AG
Switzerland
$11.2K – – –
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$9.31K +$174 +4 +2%
SAM
144
Smartleaf Asset Management
Massachusetts
$8.35K – – –
HCA
145
Harbor Capital Advisors
Illinois
$8K +$87 +2 +1%
NA
146
NewEdge Advisors
Louisiana
$5.44K +$4.87K +112 +1,600%
SCM
147
Sterling Capital Management
North Carolina
$4.2K -$131 -3 -3%
GI
148
GAMMA Investing
California
$3.79K -$435 -10 -11%
JSAM
149
J. Safra Asset Management
New York
$3.52K +$1.57K +36 +88%
FFA
150
Farther Finance Advisors
California
$3.18K +$2.52K +58 +483%
4 5
6
7 8

CSV Hedge Fund Activity: Q1 2026 in Review

167 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2026, worth a combined $572M — up 14% from $502M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CSV positions and 14 closed out — a net gain of 16 holders — while 61 added to existing stakes and 48 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $11.1M. The largest seller was Millennium Management, cutting an estimated $1.94M.

  • 167 institutional investors held Carriage Services (CSV) as of Q1 2026, up from 155 in Q4 2025.
  • Funds reported $572M of Carriage Services stock for Q1 2026, up 14% quarter-over-quarter.
  • 30 funds opened new Carriage Services positions in Q1 2026 and 14 closed out, a net change of +16 holders.
  • The largest Carriage Services buyer in Q1 2026 was Polar Asset Management Partners, an estimated $11.1M added.
  • The largest Carriage Services seller in Q1 2026 was Millennium Management, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2026.