CARRIAGE SERVICES INC (CSV) Institutional Ownership Changes & 13F Activity
CARRIAGE SERVICES INC (CSV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Polar Asset Management Partners Inc., Two Sigma Investments, Lp, T. Rowe Price Investment Management, Inc., Millennium Management Llc, and Lazard Asset Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -11,679 | -69.4% | 5,156 | $235.41K | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Sell | -7,745 | -19.0% | 32,976 | $1.51M | Q1 2026 | May 18, 2026 |
| Parvin Asset Management, Llc | Buy | +2,295 | +13.2% | 19,720 | $900.41K | Q1 2026 | May 18, 2026 |
| California State Teachers Retirement System | Sell | -105 | -12.0% | 769 | $35.11K | Q1 2026 | May 18, 2026 |
| Polar Asset Management Partners Inc. | Buy | +254,268 | — | 254,268 | $11.61M | Q1 2026 | May 15, 2026 |
| Two Sigma Investments, Lp | Buy | +222,137 | +155.8% | 364,755 | $16.65M | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | Buy | +172,323 | — | 172,323 | $7.87M | Q1 2026 | May 15, 2026 |
| Millennium Management Llc | Sell | -44,481 | -32.7% | 91,668 | $4.19M | Q1 2026 | May 15, 2026 |
| Lazard Asset Management Llc | Buy | +33,120 | +94.2% | 68,293 | $3.12M | Q1 2026 | May 15, 2026 |
| Geode Capital Management, Llc | Sell | -30,112 | -7.8% | 355,906 | $16.26M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +26,398 | +50.2% | 79,005 | $3.61M | Q1 2026 | May 15, 2026 |
| Barclays Plc | Sell | -19,066 | -86.1% | 3,088 | $141.00K | Q1 2026 | May 15, 2026 |
| Xtx Topco Ltd | Buy | +18,168 | +372.8% | 23,041 | $1.05M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +17,937 | +90.3% | 37,793 | $1.73M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +17,368 | +0.7% | 2,379,146 | $108.63M | Q1 2026 | May 15, 2026 |
| Punch & Associates Investment Management, Inc. | Buy | +17,051 | +6.9% | 263,750 | $12.04M | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | Buy | +16,080 | +171.1% | 25,479 | $1.16M | Q1 2026 | May 15, 2026 |
| Boothbay Fund Management, Llc | Buy | +15,684 | — | 15,684 | $716.13K | Q1 2026 | May 15, 2026 |
| Price T Rowe Associates Inc | Buy | +13,321 | +12.0% | 124,273 | $5.68M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -11,127 | -7.6% | 135,063 | $6.17M | Q1 2026 | May 15, 2026 |
| Trexquant Investment Lp | Buy | +10,199 | +28.5% | 46,017 | $2.10M | Q1 2026 | May 15, 2026 |
| Manatuck Hill Partners, Llc | Sell | -10,000 | -7.3% | 127,000 | $5.80M | Q1 2026 | May 15, 2026 |
| Campbell & Co Investment Adviser Llc | Sell | -9,602 | -41.4% | 13,567 | $619.47K | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +9,567 | — | 9,567 | $436.83K | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Buy | +7,096 | +69.3% | 17,336 | $791.57K | Q1 2026 | May 15, 2026 |
| Aristeia Capital, L.L.C. | Buy | +7,081 | — | 7,081 | $323.32K | Q1 2026 | May 15, 2026 |
| Balyasny Asset Management L.P. | Buy | +6,819 | — | 6,819 | $311.36K | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager Lp | Buy | +6,293 | — | 6,293 | $287.34K | Q1 2026 | May 15, 2026 |
| Squarepoint Ops Llc | Buy | +5,477 | — | 5,477 | $250.08K | Q1 2026 | May 15, 2026 |
| Empowered Funds, Llc | Buy | +4,665 | — | 4,665 | $213.00K | Q1 2026 | May 15, 2026 |
Frequently asked questions about CSV activity
Which institutional owners are buying CSV?
Institutional owners buying CSV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CSV activity?
"Buy" means an investor increased their reported position in CSV compared to the prior reporting period. This reflects growing exposure to CARRIAGE SERVICES INC (CSV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CSV increasing?
Institutional interest in CSV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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