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Carriage Services

144 hedge funds and large institutions have $343M invested in Carriage Services in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

45% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $2.29M

28% more capital invested

Capital invested by funds: $269M → $343M (+$74.2M)

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

8% more funds holding

Funds holding: 133144 (+11)

2.63% more ownership

Funds ownership: 66.15%68.78% (+2.6%)

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
49
Reduced
42
Closed
14
Calls
$3.31M
Puts
$2.29M
Net Calls
+$1.02M
Net Calls Change
+$521K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$53.9M +$9.75M +315,577 +24%
BlackRock
2
BlackRock
New York
$32.1M -$200K -6,461 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.6M +$501K +16,215 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23.8M +$431K +13,936 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$18.3M -$1.8M -58,400 -9%
LSV Asset Management
6
LSV Asset Management
Illinois
$17.3M +$1.84M +59,566 +13%
HA
7
Heartland Advisors
Wisconsin
$11.3M -$606K -19,600 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.3M +$406K +13,126 +4%
State Street
9
State Street
Massachusetts
$9.45M +$19K +616 +0.2%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$6.66M +$3.99M +129,025 +175%
Boston Partners
11
Boston Partners
Massachusetts
$6.26M -$117K -3,795 -2%
Morgan Stanley
12
Morgan Stanley
New York
$5.91M +$2.97M +95,954 +114%
Charles Schwab
13
Charles Schwab
California
$5.55M -$993K -32,123 -16%
RC
14
RBF Capital
California
$4.71M -$136K -4,400 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.43M -$196K -6,348 -4%
N
16
Nuveen
North Carolina
$4.41M +$7.88K +255 +0.2%
NC
17
Nicholas Company
Wisconsin
$4.37M
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$4.31M +$4.06M +131,288 New
JP Morgan Chase
19
JP Morgan Chase
New York
$3.9M +$1.79M +57,821 +95%
BA
20
Bard Associates
Illinois
$3.67M
KCM
21
Kennedy Capital Management
Missouri
$3.64M -$46.5K -1,505 -1%
Northern Trust
22
Northern Trust
Illinois
$3.62M +$54K +1,747 +2%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$3.42M -$3.88M -125,646 -55%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$3.29M +$414K +13,400 +15%
Two Sigma Investments
25
Two Sigma Investments
New York
$3.01M -$11.7K -380 -0.4%