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Carriage Services

133 hedge funds and large institutions have $269M invested in Carriage Services in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 28

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

20% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $2.53M

3% more funds holding

Funds holding: 129133 (+4)

0.52% more ownership

Funds ownership: 65.63%66.15% (+0.52%)

0% more capital invested

Capital invested by funds: $269M → $269M (+$662K)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
59
Reduced
28
Closed
19
Calls
$3.03M
Puts
$2.53M
Net Calls
+$500K
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
151
Canada Life
Manitoba, Canada
-$20K -745 Closed
AWM
152
Avior Wealth Management
Nebraska
-$81 -3 Closed