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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
KG
151
Kilter Group
New York
$2.42K – – –
AAP
152
Arax Advisory Partners
Colorado
$1.87K -$108K -2,478 -98%
EWA
153
EverSource Wealth Advisors
Alabama
$1.87K -$2.83K -65 -61%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$1.46K +$1.39K +32 New
NECFA
155
New England Capital Financial Advisors
Connecticut
$1.44K +$44 +1 +3%
BWA
156
Basecamp Wealth Advisors
Washington
$1.14K -$827 -19 -43%
RFP
157
Root Financial Partners
California
$1.14K +$1.09K +25 New
AF
158
Allworth Financial
California
$959 +$131 +3 +17%
RIL
159
Rothschild Investment LLC
Illinois
$731 – – –
US Bancorp
160
US Bancorp
Minnesota
$365 +$348 +8 New
EP
161
Essential Partners
California
$228 -$44 -1 -17%
SS
162
SBI Securities
Japan
$228 – – –
APW
163
Aventura Private Wealth
Florida
$183 – – –
CIAM
164
Caitong International Asset Management
Hong Kong
$91 -$13.8K -317 -99%
TPWA
165
Twin Peaks Wealth Advisors
California
$46 +$44 +1 New
Two Sigma Advisers
166
Two Sigma Advisers
New York
– -$6.29M -148,600 Closed
Man Group
167
Man Group
United Kingdom
– -$957K -22,619 Closed
Jane Street
168
Jane Street
New York
– -$785K -18,045 Closed
SL
169
Sentinus LLC
Illinois
– -$634K -14,992 Closed
MS
170
Maven Securities
Jersey
– -$457K -10,798 Closed
ZIM
171
Zacks Investment Management
Illinois
– -$310K -7,334 Closed
IIM
172
INTECH Investment Management
Florida
– -$241K -5,697 Closed
Mariner
173
Mariner
Kansas
– -$210K -4,964 Closed
CA
174
Clearstead Advisors
Ohio
– -$83.1K -1,964 Closed
AB
175
Amalgamated Bank
New York
– -$19K -446 Closed
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.