CSV Institutional Ownership
Carriage Services, Inc.
1W: -1.1%
1M: +14.4%
3M: -11.7%
YTD: -13.2%
1Y: -20.8%
3Y: +62.5%
5Y: -13.8%
$35.82
+0.71 (+2.02%)
Weekly Expected Move ±4.7%
$32
$34
$35
$37
$39
Credit Risk of going bust: lower than 52% of companies Debt: 49.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.79 (down 95%), Carriage Services, Inc. would be worth roughly what it owes.
Total debt $549.3M against a stock market value of $568.9M.
Distance to default 5.37 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $267.7M (short-term plus half of long-term), stock volatility 30.9%; Altman Z'' 1.58. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.79 (down 95%), Carriage Services, Inc. would be worth roughly what it owes.
Total debt $549.3M against a stock market value of $568.9M.
Distance to default 5.37 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $267.7M (short-term plus half of long-term), stock volatility 30.9%; Altman Z'' 1.58. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CSV
183
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$468M
Total Invested
19
New Positions
68
Increased
64
Reduced
21
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (195 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 2,380,839 | $85M | +1,693 | +0.1% | 19Q | SEC ↗ |
| 2 | BlackRock, Inc. | 1,099,733 | $39M | +78,615 | +7.7% | 8Q | SEC ↗ |
| 3 | T. Rowe Price Investment Management, I | 725,953 | $26M | +553,630 | +321.3% | 2Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 644,644 | $23M | +6,526 | +1.0% | 2Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 633,970 | $23M | +23,624 | +3.9% | 102Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 545,021 | $20M | +28,960 | +5.6% | 16Q | SEC ↗ |
| 7 | LSV ASSET MANAGEMENT | 542,927 | $19M | -3,800 | -0.7% | 41Q | SEC ↗ |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 437,125 | $16M | +9,225 | +2.2% | 83Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 380,262 | $14M | +24,356 | +6.8% | 65Q | SEC ↗ |
| 10 | Polar Asset Management Partners Inc. | 326,173 | $12M | +71,905 | +28.3% | 2Q | SEC ↗ |
| 11 | STATE STREET CORP | 309,391 | $11M | +1,659 | +0.5% | 46Q | SEC ↗ |
| 12 | TWO SIGMA INVESTMENTS, LP | 303,115 | $11M | -61,640 | -16.9% | 13Q | SEC ↗ |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 298,879 | $11M | +11,527 | +4.0% | 2Q | SEC ↗ |
| 14 | Boston Partners | 253,505 | $9M | +44,655 | +21.4% | 25Q | SEC ↗ |
| 15 | PUNCH & ASSOCIATES INVESTMENT MANAGEME | 249,404 | $9M | -14,346 | -5.4% | 6Q | SEC ↗ |
| 16 | De Lisle Partners LLP | 239,593 | $9M | +3,501 | +1.5% | 7Q | SEC ↗ |
| 17 | HEARTLAND ADVISORS INC | 207,300 | $7M | — | +0.0% | 25Q | SEC ↗ |
| 18 | MORGAN STANLEY | 191,346 | $7M | +56,283 | +41.7% | 55Q | SEC ↗ |
| 19 | Qube Research & Technologies Ltd | 182,905 | $7M | +34,697 | +23.4% | 11Q | SEC ↗ |
| 20 | PRICE T ROWE ASSOCIATES INC /MD | 157,231 | $6M | +32,958 | +26.5% | 16Q | SEC ↗ |
| 21 | Swedbank AB | 147,525 | $5M | +65,325 | +79.5% | 2Q | SEC ↗ |
| 22 | RBF Capital, LLC | 143,430 | $5M | — | +0.0% | 67Q | SEC ↗ |
| 23 | NICHOLAS COMPANY, INC. | 132,700 | $5M | +75 | +0.1% | 52Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 128,001 | $5M | +2,941 | +2.4% | 15Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 128,001 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 119,177 | $4M | +6,645 | +5.9% | 110Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 117,913 | $4M | +3,567 | +3.1% | 76Q | SEC ↗ |
| 28 | KENNEDY CAPITAL MANAGEMENT LLC | 111,990 | $4M | -2,184 | -1.9% | 50Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO | 109,450 | $4M | -156 | -0.1% | 2Q | SEC ↗ |
| 30 | REGIONS FINANCIAL CORP | 109,384 | $4M | — | +0.0% | 32Q | SEC ↗ |
| 31 | DEROY & DEVEREAUX PRIVATE INVESTMENT C | 105,535 | $4M | +28,630 | +37.2% | 7Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 102,813 | $4M | -20,352 | -16.5% | 43Q | SEC ↗ |
| 33 | BARD ASSOCIATES INC | 97,068 | $3M | -1,457 | -1.5% | 64Q | SEC ↗ |
| 34 | SEIZERT CAPITAL PARTNERS, LLC | 93,720 | $3M | +7,303 | +8.5% | 5Q | SEC ↗ |
| 35 | Universal- Beteiligungs- und Servicege | 89,477 | $3M | — | +0.0% | 7Q | SEC ↗ |
| 36 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 79,472 | $3M | -34,052 | -30.0% | 10Q | SEC ↗ |
| 37 | Allspring Global Investments Holdings, | 78,039 | $3M | -21,364 | -21.5% | 8Q | SEC ↗ |
| 38 | Trexquant Investment LP | 76,593 | $3M | +30,576 | +66.4% | 6Q | SEC ↗ |
| 39 | GOLDMAN SACHS GROUP INC | 73,807 | $3M | -5,198 | -6.6% | 15Q | SEC ↗ |
| 40 | JB CAPITAL PARTNERS LP | 71,007 | $3M | — | +0.0% | 22Q | SEC ↗ |
| 41 | Manatuck Hill Partners, LLC | 66,600 | $2M | -60,400 | -47.6% | 9Q | SEC ↗ |
| 42 | HRT FINANCIAL LP | 62,690 | $2M | +19,959 | +46.7% | 12Q | SEC ↗ |
| 43 | LPL Financial LLC | 58,391 | $2M | -5,370 | -8.4% | 14Q | SEC ↗ |
| 44 | NORGES BANK NEW | 54,900 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 45 | FIRST TRUST ADVISORS LP | 52,686 | $2M | +2,487 | +5.0% | 16Q | SEC ↗ |
| 46 | OAK RIDGE INVESTMENTS LLC NEW | 50,381 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Linden Thomas Advisory Services, LLC | 47,230 | $2M | +5,172 | +12.3% | 13Q | SEC ↗ |
| 48 | CREDIT AGRICOLE S A | 46,926 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 49 | PANAGORA ASSET MANAGEMENT INC | 46,246 | $2M | +24,319 | +110.9% | 2Q | SEC ↗ |
| 50 | CITADEL ADVISORS LLC | 43,964 | $2M | +6,171 | +16.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 128,001 | $5M |
| NORGES BANK | 54,900 | $2M |
| OAK RIDGE INVESTMENTS LLC | 50,381 | $2M |
| Brooklyn Investment Group | 40,160 | $1M |
| TUDOR INVESTMENT CORP ET AL | 28,190 | $1M |
| CenterBook Partners LP | 23,310 | $835K |
| Brevan Howard Capital Management LP | 10,484 | $376K |
| Pathstone Holdings, LLC | 10,289 | $369K |
| VARCOV Co. | 8,861 | $317K |
| MQS Management LLC | 5,527 | $198K |
| State of Wyoming | 1,745 | $63K |
| GW&K Investment Management, LLC | 250 | $9K |
| Integrated Wealth Concepts LLC | 223 | $8K |
| Quarry LP | 150 | $5K |
| Global Retirement Partners, LLC | 117 | $4K |
| Clearstead Advisors, LLC | 84 | $3K |
| ZIONS BANCORPORATION, NATIONAL ASSO | 30 | $1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 20 | $1K |
| James T. Borello RIA | 3 | $0K |
| Keating Financial Advisory Services | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 68,293 | $2M |
| Point72 Asset Management, L.P. | 25,479 | $913K |
| Man Group plc | 22,619 | $810K |
| GSA CAPITAL PARTNERS LLP | 20,780 | $744K |
| Rothschild Wealth LLC | 14,992 | $537K |
| Maven Securities LTD | 10,798 | $387K |
| ZACKS INVESTMENT MANAGEMENT | 7,334 | $263K |
| Creative Planning | 7,197 | $258K |
| Verition Fund Management LLC | 7,180 | $257K |
| HSBC HOLDINGS PLC | 7,051 | $253K |
| Balyasny Asset Management L.P. | 6,819 | $244K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 6,379 | $228K |
| INTECH INVESTMENT MANAGEMENT LLC | 5,697 | $204K |
| Squarepoint Ops LLC | 5,477 | $196K |
| Commonwealth Financial Services, LL | 5,332 | $191K |
| Atria Investments, Inc | 5,289 | $189K |
| Mariner, LLC | 4,964 | $178K |
| NAVELLIER & ASSOCIATES INC | 4,887 | $175K |
| HOHIMER WEALTH MANAGEMENT, LLC | 4,779 | $171K |
| Empowered Funds, LLC | 4,665 | $167K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -61,640 | -16.9% | 303,115 |
| Manatuck Hill Partners, LLC | -60,400 | -47.6% | 66,600 |
| MILLENNIUM MANAGEMENT LLC | -56,002 | -61.1% | 35,666 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -34,052 | -30.0% | 79,472 |
| Allspring Global Investments Holdin | -21,364 | -21.5% | 78,039 |
| JPMORGAN CHASE & CO | -20,352 | -16.5% | 102,813 |
| PUNCH & ASSOCIATES INVESTMENT MANAG | -14,346 | -5.4% | 249,404 |
| XTX Topco Ltd | -9,056 | -39.3% | 13,985 |
| Invesco Ltd. | -6,334 | -23.5% | 20,650 |
| LPL Financial LLC | -5,370 | -8.4% | 58,391 |
| R Squared Ltd | -5,246 | -30.2% | 12,129 |
| GOLDMAN SACHS GROUP INC | -5,198 | -6.6% | 73,807 |
| BOOTHBAY FUND MANAGEMENT, LLC | -4,070 | -26.0% | 11,614 |
| LSV ASSET MANAGEMENT | -3,800 | -0.7% | 542,927 |
| MERCER GLOBAL ADVISORS INC /ADV | -3,247 | -74.1% | 1,135 |
| KENNEDY CAPITAL MANAGEMENT LLC | -2,184 | -1.9% | 111,990 |
| Quantinno Capital Management LP | -1,761 | -10.2% | 15,575 |
| BARD ASSOCIATES INC | -1,457 | -1.5% | 97,068 |
| UBS Group AG | -1,353 | -6.4% | 19,949 |
| STATE OF WISCONSIN INVESTMENT BOARD | -1,100 | -12.3% | 7,820 |