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Carriage Services
CSV

Overview Fund Activity

158 hedge funds and large institutions have $545M invested in Carriage Services in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
50
Closed
20
Calls
$1.06M
Puts
–
Net Calls
+$1.06M
Net Calls Change
+$611K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$108M
2
BlackRock
BlackRock
New York
$47.6M
3
SCP
Seizert Capital Partners
Michigan
$2.45M
4
Ameriprise
Ameriprise
Minnesota
$21.8M
5
TI
Trexquant Investment
Connecticut
$2.38M

Top Sellers

1
LPL Financial
LPL Financial
California
$2.81M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$28.4M
4
NL
Nuveen LLC
North Carolina
$3.07M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$8.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
176
Coldstream Capital Management
Washington
– -$5.27K -136 Closed
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
– -$78 -2 Closed
4 5 6 7
8