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Carriage Services

170 hedge funds and large institutions have $539M invested in Carriage Services in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $545M → $539M (-$5.84M)

11% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 56

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$739K
Puts
$26K
Net Calls
Net Calls Change

Top Buyers

1 +$3.87M
2 +$3.51M
3 +$2.34M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.92M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.77M

Top Sellers

1 -$2.3M
2 -$2.1M
3 -$1.98M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
GAMMA Investing
California
$4.9K
ANBT
152
American National Bank & Trust
Texas
$4.45K
Optiver Holding
153
Optiver Holding
Netherlands
$3.7K
AF
154
Allworth Financial
California
$2.63K
SAM
155
Smartleaf Asset Management
Massachusetts
$2.44K
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$2.32K
JSAM
157
J. Safra Asset Management
New York
$1.83K
SCM
158
Sterling Capital Management
North Carolina
$1.51K
Comerica Bank
159
Comerica Bank
Texas
$1.43K
NECFA
160
New England Capital Financial Advisors
Connecticut
$1.4K
RIL
161
Rothschild Investment LLC
Illinois
$1.34K
FFA
162
Farther Finance Advisors
California
$1.2K
C
163
Covestor
United Kingdom
$1K
PA
164
Parallel Advisors
California
$356
SS
165
SBI Securities
Japan
$312
MCM
166
MAI Capital Management
Ohio
$268
CAM
167
Creekmur Asset Management
Illinois
$197
APW
168
Aventura Private Wealth
Florida
$178
TIM
169
Tortoise Investment Management
New York
$134
Norges Bank
170
Norges Bank
Norway
Lazard Asset Management
171
Lazard Asset Management
New York
EI
172
EAM Investors
California
II
173
Inspire Investing
Idaho
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
174
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
Prudential Financial
175
Prudential Financial
New Jersey