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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.93M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$3.56M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.37M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$1.95M |
| 5 |
Two Sigma Investments
New York
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$2.34M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$2.14M |
| 3 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$2.01M |
| 4 |
Renaissance Technologies
New York
|
-$1.93M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.68M |
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.