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Carriage Services
CSV

Overview Fund Activity

151 hedge funds and large institutions have $436M invested in Carriage Services in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+7
Holders Change %
+4.86%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
56
Reduced
42
Closed
14
Calls
$1.43M
Puts
$190K
Net Calls
+$1.24M
Net Calls Change
+$222K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.7M
2
DLP
2
De Lisle Partners
United Kingdom
$4.96M
3
Universal-Beteiligungs- und Servicegesellschaft
3
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.57M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$23.5M
5
DDPIC
5
Deroy & Devereaux Private Investment Counsel
Michigan
$2.27M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$60.4M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
Jane Street
4
Jane Street
New York
$0
5
Charles Schwab
5
Charles Schwab
California
$5.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$60.4M 1,514,613 -128,366 -8%
BlackRock
2
BlackRock
New York
$39.1M 982,346 +3,897 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.6M 917,274 -14,238 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.3M 734,828 +9,080 +1%
LSV Asset Management
5
LSV Asset Management
Illinois
$23.5M 590,917 +65,358 +12%
Renaissance Technologies
6
Renaissance Technologies
New York
$21.4M 537,800 -20,300 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$16.7M 418,170 +417,318 +48,981%
HA
8
Heartland Advisors
Wisconsin
$13.3M 333,600 -11,950 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.6M 315,936 +1,072 +0.3%
State Street
10
State Street
Massachusetts
$11.9M 299,311 +11,351 +4%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$9.45M 237,228 +34,342 +17%
Morgan Stanley
12
Morgan Stanley
New York
$7.72M 193,779 +13,715 +8%
Boston Partners
13
Boston Partners
Massachusetts
$7.6M 190,724 +174 +0.1%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$5.98M 149,949 +18,661 +14%
RC
15
RBF Capital
California
$5.72M 143,430 – –
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$5.7M 142,989 +24,098 +20%
Charles Schwab
17
Charles Schwab
California
$5.53M 138,663 -30,500 -18%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$5.4M 135,579 +1,301 +1%
NC
19
Nicholas Company
Wisconsin
$5.31M 133,200 – –
DLP
20
De Lisle Partners
United Kingdom
$4.96M 124,071 +124,071 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.76M 119,558 -15,356 -11%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$4.59M 115,100 +15,000 +15%
Northern Trust
23
Northern Trust
Illinois
$4.56M 114,409 +4,244 +4%
BA
24
Bard Associates
Illinois
$4.44M 111,351 -510 -0.5%
KCM
25
Kennedy Capital Management
Missouri
$4.3M 108,010 -2,871 -3%
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