Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Carriage Svcs Inc (CSV)

162 + Investors. Track Smart Money conviction in CSV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — CSV

Based on 165 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CSV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
165 hedge funds hold CSV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

92 buying61 selling
Last quarter: 92 funds were net buyers (31 opened a brand new position + 61 added to an existing one). Only 61 were sellers (45 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new CSV position: 25 → 31 → 16 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 23% medium ■ 16% new
100 out of 165 hedge funds have held CSV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

19 → 25 → 31 → 16 → 31 new funds/Q
New funds entering each quarter: 25 → 31 → 16 → 31. CSV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 64% veterans vs 21% newcomers

■ 64% veterans ■ 16% 1-2yr ■ 21% new
Entry-cohort mix of 165 holders: 105 (64%) are 2+ year veterans, 26 entered 1–2 years ago, and 34 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
42 of 164 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in CSV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CSV

In 2026 Q1, 92 hedge funds were net buyers of CSV (31 opened a new position, 61 added to an existing one), while 61 reduced or exited (45 trimmed, 16 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 59% of total institutional value in CSV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 165.

Hedge Fund Ownership: CSV

How many hedge funds hold CSV — quarterly history vs. share price
Quarterly hedge fund ownership of CSV vs. share price

Market Analysis: CSV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSV

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: CSV
2026 Q2 Stats Unlock in 1 days 162 + Investors

Track Smart Money conviction in CSV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 162 150 8.0%
13F Shares 13M 12M 5.92%
Total Value $530M $497M 6.56%
New Positions 29 16 +13
Increased Positions 60 50 +10
Closed Positions 17 33 -16
Reduced Positions 45 57 -12
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CSV

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Financial Highlights

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Institutional Holders (2026 Q2)

162 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSV. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 CSV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 De Lisle Partners LLP 1.00% 239,593 $9.2M
2 Manatuck Hill Partners, LLC 0.85% 66,600 $2.6M
3 Bard Associates Inc 0.83% 97,068 $3.7M
4 Parvin Asset Management, LLC 0.58% 19,170 $735K
5 Punch & Associates Investment Management, INC. 0.47% 249,404 $9.6M
6 Jb Capital Partners LP 0.42% 71,007 $2.7M
7 Mendel Money Management 0.38% 26,840 $1.0M
8 Heartland Advisors Inc 0.35% 207,300 $7.9M
9 Ironwood Investment Management LLC 0.31% 23,468 $900K
10 MQS Management LLC 0.26% 5,527 $212K
11 R Squared Ltd 0.24% 12,129 $465K
12 RBF Capital, LLC 0.23% 143,430 $5.5M
13 Polar Asset Management Partners Inc. 0.21% 326,173 $12.5M
14 BayBridge Capital Group, LLC 0.20% 10,120 $388K
15 Seizert Capital Partners, LLC 0.15% 93,720 $3.6M
16 Linden Thomas Advisory Services, LLC 0.15% 47,230 $1.8M
17 VARCOV Co. 0.13% 8,861 $340K
18 Oak Ridge Investments LLC 0.11% 50,381 $1.9M
19 Nicholas Company, INC. 0.09% 132,700 $5.1M
20 North Star Investment Management Corp. 0.08% 40,000 $1.5M
21 TSA Wealth Managment LLC 0.08% 7,607 $292K
22 Kennedy Capital Management LLC 0.08% 111,990 $4.3M
23 CenterBook Partners LP 0.04% 23,310 $894K
24 Palouse Capital Management, Inc. 0.04% 1,649 $63K
25 Campbell & CO Investment Adviser LLC 0.04% 18,689 $717K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Carriage Svcs Inc (CSV)

What does the Smart Money Trend signal show for CSV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CSV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CSV?

More buyers than sellers — 60% buying: Last quarter: 92 funds were net buyers (31 opened a brand new position + 61 added to an existing one). Only 61 were sellers (45 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CSV holders?

Elite ownership — 59% AUM from top-100 funds: 42 of 164 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in CSV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CSV?

61% of holders stayed for 2+ years: 100 out of 165 hedge funds have held CSV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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