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Carlyle Group
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Overview Fund Activity

342 hedge funds and large institutions have $6.54B invested in Carlyle Group in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 26 closing their positions.

Holders
342
Holders Change
+26
Holders Change %
+8.23%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
54
Increased
132
Reduced
91
Closed
26
Calls
$120M
Puts
$17.6M
Net Calls
+$102M
Net Calls Change
+$40.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$745M
2
Capital World Investors
2
Capital World Investors
California
$870M
3
BlackRock
3
BlackRock
New York
$361M
4
State Street
4
State Street
Massachusetts
$152M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$41.7M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$842M
2
Goldman Sachs
2
Goldman Sachs
New York
$32M
3
SC
3
Samlyn Capital
New York
$107M
4
JSP
4
Jackson Square Partners
California
$131M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.88M
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
226
Mirador Capital Partners
California
$465K 9,998 +9,998 New
RJT
227
Raymond James Trust
Florida
$464K 9,987 -220 -2%
ProShare Advisors
228
ProShare Advisors
Maryland
$464K 9,982 +319 +3%
CC
229
Centiva Capital
New York
$460K 9,902 +9,902 New
SS
230
Sunbelt Securities
Texas
$449K 10,000 – –
EGA
231
E&G Advisors
Texas
– – -9,400 Closed
Nordea Investment Management
232
Nordea Investment Management
Sweden
$432K 9,299 – –
GAM
233
Gotham Asset Management
New York
$417K 8,976 +1,267 +16%
Jane Street
234
Jane Street
New York
$415K 8,929 +3,202 +56%
BFM
235
Boothbay Fund Management
New York
$394K 8,469 +8,469 New
SW
236
SVB Wealth
Massachusetts
$389K 8,354 – –
Aberdeen Group
237
Aberdeen Group
United Kingdom
$385K 8,276 +1,800 +28%
HWAM
238
Hennion & Walsh Asset Management
New Jersey
$383K 8,250 -1,600 -16%
FG
239
Fiduciary Group
Georgia
$372K 7,700 – –
SCM
240
Sterneck Capital Management
Missouri
$362K 7,707 -500 -6%
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$362K 7,799 +555 +8%
BC
242
Bridgefront Capital
Texas
$362K 7,784 +7,784 New
CIP
243
Convergence Investment Partners
Florida
$351K 7,560 +7,560 New
KA
244
Kovack Advisors
Florida
$346K 7,454 -46 -0.6%
PAG
245
Private Advisor Group
New Jersey
$345K 7,419 +1,021 +16%
NFG
246
Next Financial Group
Texas
$344K 7,393 +7,393 New
LNC
247
Lincoln National Corp
Pennsylvania
$342K 7,359 +42 +0.6%
William Blair & Company
248
William Blair & Company
Illinois
$340K 7,318 -907 -11%
PWP
249
Principle Wealth Partners
Connecticut
$335K 7,200 – –
IC
250
Inscription Capital
Texas
$335K 7,200 +7,200 New
8 9
10
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