Carriage Services
CSV
92 hedge funds and large institutions have $257M invested in Carriage Services in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
25% more capital invested
Capital invested by funds: $206M → $257M (+$51.2M)
3% more funds holding
Funds holding: 89 → 92 (+3)
2.02% more ownership
Funds ownership: 64.14% → 66.16% (+2%)
0% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$1.95M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.16M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$870K |
| 4 |
LSC
Lyon Street Capital
Sausalito,
California
|
+$825K |
| 5 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
+$823K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$1.52M |
| 2 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$721K |
| 3 |
Millennium Management
New York
|
-$661K |
| 4 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$510K |
| 5 |
Two Sigma Investments
New York
|
-$501K |
CSV Hedge Fund Activity: Q4 2014 in Review
92 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2014, worth a combined $257M — up 25% from $206M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CSV positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 32 trimmed.
The largest buyer was Northpointe Capital, opening a new position worth an estimated $1.95M. The largest seller was Renaissance Technologies, cutting an estimated $1.52M.
- 92 institutional investors held Carriage Services (CSV) as of Q4 2014, up from 89 in Q3 2014.
- Funds reported $257M of Carriage Services stock for Q4 2014, up 25% quarter-over-quarter.
- 11 funds opened new Carriage Services positions in Q4 2014 and 7 closed out, a net change of +4 holders.
- The largest Carriage Services buyer in Q4 2014 was Northpointe Capital, an estimated $1.95M added.
- The largest Carriage Services seller in Q4 2014 was Renaissance Technologies, an estimated $1.52M sold.
Based on aggregated 13F filings for Q4 2014.