Carriage Services
CSV
158 hedge funds and large institutions have $777M invested in Carriage Services in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 68 reducing their positions, and 10 closing their positions.
295% more call options, than puts
Call options by funds: $25.3M | Put options by funds: $6.41M
250% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 10
40% more capital invested
Capital invested by funds: $557M → $777M (+$220M)
19% more funds holding
Funds holding: 133 → 158 (+25)
2.41% more ownership
Funds ownership: 69.99% → 72.4% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
53% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.85M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.43M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$2.94M |
| 5 |
Millennium Management
New York
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$11.5M |
| 2 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$4.84M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$4.75M |
| 4 |
MRCM
Mill Road Capital Management
Greenwich,
Connecticut
|
-$4.15M |
| 5 |
BlackRock
New York
|
-$3.79M |
CSV Hedge Fund Activity: Q4 2021 in Review
158 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2021, worth a combined $777M — up 40% from $557M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new CSV positions and 10 closed out — a net gain of 25 holders — while 32 added to existing stakes and 68 trimmed.
The largest buyer was UBS Group, adding an estimated $6.85M. The largest seller was LSV Asset Management, cutting an estimated $11.5M.
- 158 institutional investors held Carriage Services (CSV) as of Q4 2021, up from 133 in Q3 2021.
- Funds reported $777M of Carriage Services stock for Q4 2021, up 40% quarter-over-quarter.
- 35 funds opened new Carriage Services positions in Q4 2021 and 10 closed out, a net change of +25 holders.
- The largest Carriage Services buyer in Q4 2021 was UBS Group, an estimated $6.85M added.
- The largest Carriage Services seller in Q4 2021 was LSV Asset Management, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2021.