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Carriage Services
CSV

Overview Fund Activity

154 hedge funds and large institutions have $447M invested in Carriage Services in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 16 closing their positions.

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
41
Reduced
58
Closed
16
Calls
$698K
Puts
$252K
Net Calls
+$446K
Net Calls Change
-$797K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$85.7M
2
NL
2
Nuveen LLC
North Carolina
$4.16M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$3.55M
4
MHP
4
Manatuck Hill Partners
Connecticut
$5.62M
5
LPL Financial
5
LPL Financial
California
$5.27M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.4M
2
PP
2
Praetorian PR
Puerto Rico
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$25.8M
4
HA
4
Heartland Advisors
Wisconsin
$10.6M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$260K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$85.7M 2,211,892 +1,793,722 +429%
BlackRock
2
BlackRock
New York
$37.8M 974,450 -7,896 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.5M 941,412 +24,138 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.8M 665,256 -69,572 -9%
LSV Asset Management
5
LSV Asset Management
Illinois
$25.1M 648,417 +57,500 +10%
Renaissance Technologies
6
Renaissance Technologies
New York
$19.9M 512,900 -24,900 -5%
Ameriprise
7
Ameriprise
Minnesota
$16.4M 424,349 -1,090,264 -72%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.9M 332,161 +16,225 +5%
State Street
9
State Street
Massachusetts
$11.5M 296,093 -3,218 -1%
HA
10
Heartland Advisors
Wisconsin
$10.6M 273,491 -60,109 -18%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$8.73M 225,314 -11,914 -5%
Boston Partners
12
Boston Partners
Massachusetts
$7.31M 188,525 -2,199 -1%
DLP
13
De Lisle Partners
United Kingdom
$7.15M 184,101 +60,030 +48%
Morgan Stanley
14
Morgan Stanley
New York
$6.95M 179,321 -14,458 -7%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$6.51M 168,079 +18,130 +12%
MHP
16
Manatuck Hill Partners
Connecticut
$5.62M 145,000 +90,000 +164%
RC
17
RBF Capital
California
$5.56M 143,430 – –
LPL Financial
18
LPL Financial
California
$5.27M 135,893 +74,193 +120%
NC
19
Nicholas Company
Wisconsin
$5.16M 133,265 +65 +0%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$4.61M 118,951 -24,038 -17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.47M 115,393 -4,165 -3%
BA
22
Bard Associates
Illinois
$4.29M 110,760 -591 -0.5%
NL
23
Nuveen LLC
North Carolina
$4.16M 107,266 +107,266 New
Northern Trust
24
Northern Trust
Illinois
$4.15M 107,024 -7,385 -6%
Charles Schwab
25
Charles Schwab
California
$4.11M 106,138 -32,525 -23%
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