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Carriage Services

139 hedge funds and large institutions have $453M invested in Carriage Services in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% more ownership

Funds ownership: 75.84%76.14% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 154139 (-15)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

27% less capital invested

Capital invested by funds: $620M → $453M (-$167M)

36% less call options, than puts

Call options by funds: $3.53M | Put options by funds: $5.55M

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

Holders
139
Holders Change
-15
Holders Change %
-9.74%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
46
Reduced
55
Closed
24
Calls
$3.53M
Puts
$5.55M
Net Calls
-$2.02M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$48.5M +$2.94M +68,142 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$42.7M -$5.84M -135,245 -11%
BlackRock
3
BlackRock
New York
$37.8M -$6.33M -146,657 -13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$35.1M -$2.61M -60,529 -6%
GACM
5
Global Alpha Capital Management
Quebec, Canada
$34.2M -$3.69M -85,500 -9%
Renaissance Technologies
6
Renaissance Technologies
New York
$32.8M -$155K -3,600 -0.4%
State Street
7
State Street
Massachusetts
$15.2M -$774K -17,934 -4%
Millennium Management
8
Millennium Management
New York
$12.2M +$5.07M +117,436 +62%
FAM
9
Fenimore Asset Management
New York
$11.9M +$849K +19,660 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.6M -$503K -11,652 -4%
RC
11
RBF Capital
California
$9.63M
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$9.39M +$9.88M +228,855 +2,866%
KCM
13
Kennedy Capital Management
Missouri
$7.77M +$857K +19,852 +11%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$7.37M -$5.27M -122,053 -40%
HA
15
Heartland Advisors
Wisconsin
$6.93M +$1.07M +24,800 +17%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$6.78M +$7.38M +170,944 New
MRCM
17
Mill Road Capital Management
Connecticut
$6.18M -$303K -7,014 -4%
UBS Group
18
UBS Group
Switzerland
$5.86M +$260K +6,032 +4%
Boston Partners
19
Boston Partners
Massachusetts
$5.57M +$78.9K +1,827 +1%
NC
20
Nicholas Company
Wisconsin
$5.28M +$753K +17,450 +15%
LSV Asset Management
21
LSV Asset Management
Illinois
$5.16M +$1.42M +32,800 +34%
N
22
Nuveen
North Carolina
$5.05M -$894K -20,722 -14%
Northern Trust
23
Northern Trust
Illinois
$5M -$707K -16,372 -11%
BA
24
Bard Associates
Illinois
$4.63M +$91.9K +2,130 +2%
Morgan Stanley
25
Morgan Stanley
New York
$4M -$49.1K -1,138 -1%

CSV Hedge Fund Activity: Q2 2022 in Review

139 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q2 2022, worth a combined $453M — down 27% from $620M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CSV and 13 opened new positions — a net loss of 11 holders — while 55 trimmed existing stakes and 46 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $9.88M. The largest seller was BlackRock, cutting an estimated $6.33M.

  • 139 institutional investors held Carriage Services (CSV) as of Q2 2022, down from 154 in Q1 2022.
  • Funds reported $453M of Carriage Services stock for Q2 2022, down 27% quarter-over-quarter.
  • 13 funds opened new Carriage Services positions in Q2 2022 and 24 closed out, a net change of -11 holders.
  • The largest Carriage Services buyer in Q2 2022 was T. Rowe Price Associates, an estimated $9.88M added.
  • The largest Carriage Services seller in Q2 2022 was BlackRock, an estimated $6.33M sold.

Based on aggregated 13F filings for Q2 2022.