Carriage Services Inc: which funds bought and sold

Institutions that bought and sold Carriage Services shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 83 institutions that filed 13F reports for both quarters added to or opened positions in Carriage Services, and 64 cut or closed them. Together they added a net 951K shares, +7.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 550K shares (+10.9%); index fund managers were net buyers of 132K shares (+4.5%). 15 opened a new position and 22 sold out entirely.

Bought, Q2 2026 83 institutions, 15 of them new holders Sold, Q2 2026 64 institutions, 22 of them sold out

Net change, all compared +951K shares (+7.6%)

Net change, active managers +550K shares (+10.9%), 20 bought, 13 sold

Buyers versus sellers

institutions compared, 178

83 bought 31 64 sold

Active managers and hedge funds 20 bought · 13 sold · +550K

Index fund managers 8 bought · 1 sold · +132K

Other institutions 55 bought · 50 sold · +268K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	+554K +321.3%	726K	$27.8M
Blackrock, Inc. Index funds	+79K +7.7%	1.1M	$42.2M
Polar Asset Management Partners Inc.	+72K +28.3%	326K	$12.5M
Swedbank AB	+65K +79.5%	148K	$5.7M
Morgan Stanley	+56K +41.7%	191K	$7.3M
Oak Ridge Investments LLC	+50K New position	50K	$1.9M
Boston Partners Active manager	+45K +21.4%	254K	$9.7M
Qube Research & Technologies Ltd Hedge fund	+35K +23.4%	183K	$7M
Price T Rowe Associates Inc Active manager	+33K +26.5%	157K	$6M
Trexquant Investment LP Hedge fund	+31K +66.4%	77K	$2.9M
Ameriprise Financial Inc	+29K +5.6%	545K	$20.9M
Deroy & Devereaux Private Investment Counsel Inc	+29K +37.2%	106K	$4M
Tudor Investment Corp Et Al Hedge fund	+28K New position	28K	$1.1M
Geode Capital Management, LLC Index funds	+24K +6.8%	380K	$14.6M
Panagora Asset Management Inc Active manager	+24K +110.9%	46K	$1.8M
Dimensional Fund Advisors LP	+24K +3.9%	634K	$24.3M
Centerbook Partners LP Hedge fund	+23K New position	23K	$893,705
HRT Financial LP	+20K +46.7%	63K	$2.4M
TD Asset Management Inc	+19K +400.7%	24K	$916,863
Susquehanna International Group, LLP	+18K +198.2%	27K	$1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	+554K +321.3%	726K	$27.8M
Boston Partners Active manager	+45K +21.4%	254K	$9.7M
Qube Research & Technologies Ltd Hedge fund	+35K +23.4%	183K	$7M
Price T Rowe Associates Inc Active manager	+33K +26.5%	157K	$6M
Trexquant Investment LP Hedge fund	+31K +66.4%	77K	$2.9M
Tudor Investment Corp Et Al Hedge fund	+28K New position	28K	$1.1M
Panagora Asset Management Inc Active manager	+24K +110.9%	46K	$1.8M
Centerbook Partners LP Hedge fund	+23K New position	23K	$893,705
Quantbot Technologies LP Hedge fund	+11K +197.0%	16K	$611,408
Brevan Howard Capital Management LP Hedge fund	+10K New position	10K	$401,957

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Lazard Asset Management LLC Active manager	−68K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−62K −16.9%	303K	$11.6M
Manatuck Hill Partners, LLC	−60K −47.6%	67K	$2.6M
Millennium Management LLC Hedge fund	−56K −61.1%	36K	$1.4M
Arrowstreet Capital, Limited Partnership Hedge fund	−34K −30.0%	79K	$3M
Point72 Asset Management, L.P. Hedge fund	−25K Sold out	0	—
Allspring Global Investments Holdings, LLC	−21K −21.5%	78K	$3M
Gsa Capital Partners LLP	−21K Sold out	0	—
Jpmorgan Chase & Co	−20K −16.5%	103K	$4M
Punch & Associates Investment Management, Inc.	−14K −5.4%	249K	$9.6M
Xtx Topco Ltd	−9,056 −39.3%	14K	$536,185
Creative Planning	−7,197 Sold out	0	—
Verition Fund Management LLC Hedge fund	−7,180 Sold out	0	—
HSBC Holdings PLC	−7,051 Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−6,819 Sold out	0	—
Jacobs Levy Equity Management, Inc Active manager	−6,379 Sold out	0	—
Invesco Ltd.	−6,334 −23.5%	21K	$791,721
Squarepoint Ops LLC Hedge fund	−5,477 Sold out	0	—
LPL Financial LLC	−5,370 −8.4%	58K	$2.2M
Commonwealth Financial Services, LLC	−5,332 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Lazard Asset Management LLC Active manager	−68K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−62K −16.9%	303K	$11.6M
Millennium Management LLC Hedge fund	−56K −61.1%	36K	$1.4M
Arrowstreet Capital, Limited Partnership Hedge fund	−34K −30.0%	79K	$3M
Point72 Asset Management, L.P. Hedge fund	−25K Sold out	0	—
Verition Fund Management LLC Hedge fund	−7,180 Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−6,819 Sold out	0	—
Jacobs Levy Equity Management, Inc Active manager	−6,379 Sold out	0	—
Squarepoint Ops LLC Hedge fund	−5,477 Sold out	0	—
Boothbay Fund Management, LLC Hedge fund	−4,070 −26.0%	12K	$445,281

New positions

largest by value

Institution	Shares	Value June 30, 2026
Oak Ridge Investments LLC	50K	$1.9M
Tudor Investment Corp Et AlHedge fund	28K	$1.1M
Centerbook Partners LPHedge fund	23K	$893,705
Brevan Howard Capital Management LPHedge fund	10K	$401,957
Pathstone Holdings, LLC	10K	$394,481
Varcov Co.	8,861	$339,731
Mqs Management LLC	5,527	$211,905
State Of Wyoming	1,745	$66,903
Gw&K Investment Management, LLC	250	$10,000
Integrated Wealth Concepts LLC	223	$8,549

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Lazard Asset Management LLCActive manager	68K	$3.1M
Point72 Asset Management, L.P.Hedge fund	25K	$1.2M
Gsa Capital Partners LLP	21K	$949,000
Creative Planning	7,197	$328,612
Verition Fund Management LLCHedge fund	7,180	$327,839
HSBC Holdings PLC	7,051	$322,583
Balyasny Asset Management L.P.Hedge fund	6,819	$311,356
Jacobs Levy Equity Management, IncActive manager	6,379	$291,265
Squarepoint Ops LLCHedge fund	5,477	$250,080
Commonwealth Financial Services, LLC	5,332	$243,459

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 158
Ten largest holders: 57.1%
Index fund managers: 23.0%
Active managers and hedge funds: 41.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	20	13	3	6	+550K	+10.9%
Index fund managers	8	1	0	0	+132K	+4.5%
Other institutions	55	50	12	16	+268K	+6.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Carriage Services.

Only managers that filed a holdings report for both quarters are compared (178 here). 4 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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