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Carriage Services
CSV

Overview Fund Activity

158 hedge funds and large institutions have $545M invested in Carriage Services in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
55
Reduced
50
Closed
20
Calls
$1.06M
Puts
–
Net Calls
+$1.06M
Net Calls Change
+$611K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$108M
2
BlackRock
2
BlackRock
New York
$47.6M
3
SCP
3
Seizert Capital Partners
Michigan
$2.45M
4
Ameriprise
4
Ameriprise
Minnesota
$21.8M
5
TI
5
Trexquant Investment
Connecticut
$2.38M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.81M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$28.4M
4
NL
4
Nuveen LLC
North Carolina
$3.07M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$8.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$108M +$6.5M +142,048 +6%
BlackRock
2
BlackRock
New York
$47.6M +$3.05M +66,653 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.9M +$1.88M +41,011 +4%
LSV Asset Management
4
LSV Asset Management
Illinois
$29.4M -$293K -6,400 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$28.4M -$2.08M -45,454 -7%
Renaissance Technologies
6
Renaissance Technologies
New York
$24.1M +$631K +13,800 +3%
Ameriprise
7
Ameriprise
Minnesota
$21.8M +$2.42M +52,889 +12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$16M +$820K +17,931 +5%
State Street
9
State Street
Massachusetts
$13.6M +$79.4K +1,736 +0.6%
HA
10
Heartland Advisors
Wisconsin
$11.6M -$866K -18,941 -7%
DLP
11
De Lisle Partners
United Kingdom
$9.6M +$1.18M +25,676 +14%
Boston Partners
12
Boston Partners
Massachusetts
$9.27M +$643K +14,056 +7%
Morgan Stanley
13
Morgan Stanley
New York
$8.59M +$388K +8,472 +5%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$8.51M -$1.8M -39,348 -17%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$7.02M -$663K -14,499 -9%
MHP
16
Manatuck Hill Partners
Connecticut
$6.63M – – –
RC
17
RBF Capital
California
$6.56M – – –
NC
18
Nicholas Company
Wisconsin
$6.09M -$2.29K -50 -0%
PAIM
19
Punch & Associates Investment Management
Minnesota
$6.07M +$1.88M +41,195 +45%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.55M +$270K +5,894 +5%
KCM
21
Kennedy Capital Management
Missouri
$5.18M +$374K +8,176 +8%
Charles Schwab
22
Charles Schwab
California
$5.06M +$201K +4,399 +4%
Northern Trust
23
Northern Trust
Illinois
$4.98M +$83.9K +1,835 +2%
BA
24
Bard Associates
Illinois
$4.91M -$158K -3,450 -3%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$4.79M +$810K +17,700 +20%
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