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
↑ +13
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — CSV

Based on 163 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 (98% of max)

98% of all-time peak
163 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 — +6% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

91 buying62 selling
Last quarter: 91 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new CSV position: 25 → 31 → 16 → 30. 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
99 out of 163 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 → 30 new funds/Q
New funds entering each quarter: 25 → 31 → 16 → 30. 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 20% newcomers

■ 64% veterans ■ 16% 1-2yr ■ 20% new
Entry-cohort mix of 163 holders: 104 (64%) are 2+ year veterans, 26 entered 1–2 years ago, and 33 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
40 of 162 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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, 91 hedge funds were net buyers of CSV (30 opened a new position, 61 added to an existing one), while 62 reduced or exited (45 trimmed, 17 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 46% of total institutional value in CSV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 163.

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

-- --

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

Is It Too Late to Buy Carriage Svcs Inc (CSV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CSV has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
CSV
-16.6%
XLY
+8.9%

CSV outperformed XLY by -25.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
CSV
-11.9%
XLY
+1.9%

Since the filing became public, CSV outperformed XLY by -13.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
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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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

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:
Top 25 CSV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Manatuck Hill Partners, LLC 1.57% 127,000 $5.8M
2 De Lisle Partners LLP 1.29% 236,092 $10.8M
3 Bard Associates Inc 1.13% 98,525 $4.5M
4 Punch & Associates Investment Management, INC. 0.69% 263,750 $12.0M
5 Parvin Asset Management, LLC 0.65% 19,720 $900K
6 Jb Capital Partners LP 0.56% 71,007 $3.2M
7 Mendel Money Management 0.52% 27,380 $1.3M
8 Heartland Advisors Inc 0.48% 207,300 $9.5M
9 Ironwood Investment Management LLC 0.45% 23,468 $1.1M
10 R Squared Ltd 0.44% 17,375 $793K
11 RBF Capital, LLC 0.34% 143,430 $6.5M
12 Values First Advisors, Inc. 0.34% 14,398 $657K
13 Polar Asset Management Partners Inc. 0.23% 254,268 $11.6M
14 BayBridge Capital Group, LLC 0.22% 8,246 $349K
15 Linden Thomas Advisory Services, LLC 0.19% 42,058 $1.9M
16 Seizert Capital Partners, LLC 0.18% 86,417 $3.9M
17 Nicholas Company, INC. 0.12% 132,625 $6.1M
18 TSA Wealth Managment LLC 0.11% 7,607 $347K
19 North Star Investment Management Corp. 0.11% 40,000 $1.8M
20 Kennedy Capital Management LLC 0.11% 114,174 $5.2M
21 Brooklyn Investment Group 0.06% 40,160 $1.8M
22 Palouse Capital Management, Inc. 0.05% 1,764 $81K
23 Commonwealth Financial Services, LLC 0.04% 5,332 $243K
24 Campbell & CO Investment Adviser LLC 0.04% 13,567 $619K
25 Regions Financial Corp 0.03% 109,384 $5.0M
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?

Slight buying edge — 59% buying: Last quarter: 91 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CSV holders?

Elite ownership — 46% AUM from top-100 funds: 40 of 162 holders are among the 100 largest funds by AUM, controlling 46% 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: 99 out of 163 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.

Is it too late to buy Carriage Svcs Inc (CSV) following the 2026 Q1 hedge fund 13F filings?

As of today, CSV has moved -11.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of -13.8%. Since the quarter end (March 31, 2026), CSV has gained -16.6% vs +8.9% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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