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Carriage Services

157 hedge funds and large institutions have $448M invested in Carriage Services in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $698K | Put options by funds: $252K

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

3% more funds holding

Funds holding: 153157 (+4)

1.92% more ownership

Funds ownership: 71.88%73.8% (+1.9%)

3% more capital invested

Capital invested by funds: $436M → $448M (+$11.5M)

32% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 60

Holders
157
Holders Change
+4
Holders Change %
+2.61%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
41
Reduced
60
Closed
16
Calls
$698K
Puts
$252K
Net Calls
+$446K
Net Calls Change
-$797K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$85.7M +$71.2M +1,793,722 +429%
BlackRock
2
BlackRock
New York
$37.8M -$313K -7,896 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.5M +$958K +24,138 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.8M -$2.76M -69,572 -9%
LSV Asset Management
5
LSV Asset Management
Illinois
$25.1M +$2.28M +57,500 +10%
Renaissance Technologies
6
Renaissance Technologies
New York
$19.9M -$988K -24,900 -5%
Ameriprise
7
Ameriprise
Minnesota
$16.4M -$43.3M -1,090,264 -72%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.9M +$644K +16,225 +5%
State Street
9
State Street
Massachusetts
$11.5M -$128K -3,218 -1%
HA
10
Heartland Advisors
Wisconsin
$10.6M -$2.39M -60,109 -18%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$8.73M -$473K -11,914 -5%
Boston Partners
12
Boston Partners
Massachusetts
$7.31M -$87.3K -2,199 -1%
DLP
13
De Lisle Partners
United Kingdom
$7.15M +$2.38M +60,030 +48%
Morgan Stanley
14
Morgan Stanley
New York
$6.95M -$574K -14,458 -7%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$6.51M +$720K +18,130 +12%
MHP
16
Manatuck Hill Partners
Connecticut
$5.62M +$3.57M +90,000 +164%
RC
17
RBF Capital
California
$5.56M
LPL Financial
18
LPL Financial
California
$5.27M +$2.95M +74,193 +120%
NC
19
Nicholas Company
Wisconsin
$5.16M +$2.58K +65 +0%
JP Morgan Chase
20
JP Morgan Chase
New York
$4.61M -$954K -24,038 -17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.47M -$165K -4,165 -3%
BA
22
Bard Associates
Illinois
$4.29M -$23.5K -591 -0.5%
N
23
Nuveen
North Carolina
$4.16M -$1.12M -28,313 -21%
Northern Trust
24
Northern Trust
Illinois
$4.15M -$293K -7,385 -6%
Charles Schwab
25
Charles Schwab
California
$4.11M -$1.29M -32,525 -23%