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.
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%)
Top Buyers
Top Sellers
| 1 |
Millennium Management
New York
|
-$1.94M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$1.52M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.31M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.09M |
| 5 |
Renaissance Technologies
New York
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
A
176
AlphaQuest
New York
| – | -$8.29K | -196 | Closed |
|
177
Simplex Trading
Chicago,
Illinois
| – | -$6.92K | -159 | Closed |
|
|
C
178
Covestor
London,
United Kingdom
| – | -$696 | -16 | -80% |
|
|
MCM
179
MAI Capital Management
Independence,
Ohio
| – | -$254 | -6 | Closed |
|
|
GFA
180
Godfrey Financial Associates
Glenmont,
New York
| – | -$85 | -2 | Closed |
|
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.