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Carriage Services
CSV

Overview Fund Activity

123 hedge funds and large institutions have $322M invested in Carriage Services in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
32
Reduced
41
Closed
18
Calls
$4.13M
Puts
$567K
Net Calls
+$3.57M
Net Calls Change
+$3.19M

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$14.6M
2
Ameriprise
2
Ameriprise
Minnesota
$39.4M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$4.79M
4
HFA
4
Harbert Fund Advisors
Alabama
$2.69M
5
CP
5
CenterBook Partners
Connecticut
$2.59M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$24.7M
2
DIM
2
DC Investments Management
Virginia
$1.31M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BlackRock
4
BlackRock
New York
$29.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$39.4M 1,291,979 +200,006 +18%
BlackRock
2
BlackRock
New York
$29.1M 952,646 -36,818 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$25.8M 843,917 -32,710 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24.7M 810,013 -107,109 -12%
Renaissance Technologies
5
Renaissance Technologies
New York
$22.1M 724,600 -15,400 -2%
LSV Asset Management
6
LSV Asset Management
Illinois
$14.6M 478,932 +273,214 +133%
FAM
7
Fenimore Asset Management
New York
$9.55M 312,986 +4,652 +2%
State Street
8
State Street
Massachusetts
$9.38M 307,557 +3,274 +1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$7.78M 254,874 +357 +0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.56M 247,806 -18,527 -7%
HA
11
Heartland Advisors
Wisconsin
$7.45M 244,150 +12,600 +5%
Boston Partners
12
Boston Partners
Massachusetts
$6.39M 209,464 -9,259 -4%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$6.05M 198,248 +33,620 +20%
UBS Group
14
UBS Group
Switzerland
$5.72M 187,505 -34,946 -16%
RC
15
RBF Capital
California
$5.51M 180,557 – –
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$5.23M 171,294 -35,570 -17%
MRCM
17
Mill Road Capital Management
Connecticut
$5.21M 170,666 – –
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$4.79M 156,961 +137,958 +726%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.6M 150,817 -2,402 -2%
NC
20
Nicholas Company
Wisconsin
$4.06M 133,170 -100 -0.1%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$3.98M 130,362 +12,453 +11%
Northern Trust
22
Northern Trust
Illinois
$3.68M 120,597 -2,166 -2%
Charles Schwab
23
Charles Schwab
California
$3.63M 119,080 +20,919 +21%
KCM
24
Kennedy Capital Management
Missouri
$3.55M 116,382 – –
BA
25
Bard Associates
Illinois
$3.55M 116,282 -300 -0.3%
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