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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
EWA
151
EverSource Wealth Advisors
Alabama
$388 +$159 +4 +67%
PA
152
Parallel Advisors
California
$310
CAM
153
Creekmur Asset Management
Illinois
$195 -$40 -1 -17%
SS
154
SBI Securities
Japan
$194
APW
155
Aventura Private Wealth
Florida
$155
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$78
PP
157
Praetorian PR
Puerto Rico
-$3.19M -80,000 Closed
Axa
158
Axa
France
-$1.38M -34,719 Closed
II
159
Inspire Investing
Idaho
-$821K -20,604 Closed
Group One Trading
160
Group One Trading
Illinois
-$692K -17,424 Closed
Point72 Asset Management
161
Point72 Asset Management
Connecticut
-$364K -9,142 Closed
NRD
162
Nebula Research & Development
New York
-$352K -8,833 Closed
VI
163
Versor Investments
New York
-$334K -8,387 Closed
JF
164
Jump Financial
Illinois
-$327K -8,200 Closed
OQS
165
Occudo Quantitative Strategies
Florida
-$321K -8,046 Closed
MF
166
Magnetar Financial
Illinois
-$308K -7,733 Closed
QC
167
Quadrature Capital
United Kingdom
-$247K -6,183 Closed
CSS
168
Cubist Systematic Strategies
Connecticut
-$211K -5,303 Closed
PCM
169
Polymer Capital Management
New York
-$202K -5,081 Closed
RS
170
R Squared
Hong Kong
-$65K -1,630 Closed
VWM
171
Venturi Wealth Management
Texas
-$5.7K -143 Closed
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
-$3.94K -100 Closed
Bessemer Group
173
Bessemer Group
New Jersey
+$198 +5 New