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Carriage Services
CSV

172 hedge funds and large institutions have $538M invested in Carriage Services in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,742% more call options, than puts

Call options by funds: $739K | Put options by funds: $26K

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

7% more funds holding

Funds holding: 161 → 172 (+11)

1.1% more ownership

Funds ownership: 75.91% → 77% (+1.1%)

1% less capital invested

Capital invested by funds: $545M → $538M (-$6.43M)

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
52
Reduced
55
Closed
19
Calls
$739K
Puts
$26K
Net Calls
+$713K
Net Calls Change
-$344K

Top Buyers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.93M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$3.56M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$2.37M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.95M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$2.34M
2
HA
Heartland Advisors
Wisconsin
-$2.14M
3
TI
Trexquant Investment
Connecticut
-$2.01M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.93M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
151
GAMMA Investing
California
$4.9K +$633 +14 +15%
ANBT
152
American National Bank & Trust
Texas
$4.45K – – –
Optiver Holding
153
Optiver Holding
Netherlands
$3.7K +$3.75K +83 New
AF
154
Allworth Financial
California
$2.63K – – –
SAM
155
Smartleaf Asset Management
Massachusetts
$2.44K +$226 +5 +10%
KG
156
Kilter Group
New York
$2.36K – – –
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$2.32K – – –
JSAM
158
J. Safra Asset Management
New York
$1.83K -$8.95K -198 -83%
SCM
159
Sterling Capital Management
North Carolina
$1.51K – – –
Comerica Bank
160
Comerica Bank
Texas
$1.43K – – –
NECFA
161
New England Capital Financial Advisors
Connecticut
$1.4K – – –
RIL
162
Rothschild Investment LLC
Illinois
$1.34K -$226 -5 -14%
FFA
163
Farther Finance Advisors
California
$1.2K +$316 +7 +35%
C
164
Covestor
United Kingdom
$1K +$1.18K +26 New
PA
165
Parallel Advisors
California
$356 – – –
SS
166
SBI Securities
Japan
$312 +$90 +2 +40%
MCM
167
MAI Capital Management
Ohio
$268 – – –
CAM
168
Creekmur Asset Management
Illinois
$197 – – –
APW
169
Aventura Private Wealth
Florida
$178 – – –
EP
170
Essential Partners
California
$134 +$45 +1 +50%
TIM
171
Tortoise Investment Management
New York
$134 +$136 +3 New
Norges Bank
172
Norges Bank
Norway
– -$1.85M -40,400 Closed
Lazard Asset Management
173
Lazard Asset Management
New York
– -$1.5M -32,833 Closed
EI
174
EAM Investors
California
– -$1.11M -24,164 Closed
II
175
Inspire Investing
Idaho
– -$878K -19,203 Closed
4 5 6
7
8

CSV Hedge Fund Activity: Q3 2025 in Review

172 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q3 2025, worth a combined $538M — down 1.2% from $545M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CSV positions and 19 closed out — a net gain of 11 holders — while 52 added to existing stakes and 55 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $3.93M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $2.34M.

  • 172 institutional investors held Carriage Services (CSV) as of Q3 2025, up from 161 in Q2 2025.
  • Funds reported $538M of Carriage Services stock for Q3 2025, down 1.2% quarter-over-quarter.
  • 30 funds opened new Carriage Services positions in Q3 2025 and 19 closed out, a net change of +11 holders.
  • The largest Carriage Services buyer in Q3 2025 was Assenagon Asset Management, an estimated $3.93M added.
  • The largest Carriage Services seller in Q3 2025 was Jacobs Levy Equity Management, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2025.