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Carlyle Group
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Overview Fund Activity

393 hedge funds and large institutions have $8.09B invested in Carlyle Group in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 144 increasing their positions, 97 reducing their positions, and 30 closing their positions.

Holders
393
Holders Change
+51
Holders Change %
+14.91%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
86
Increased
144
Reduced
97
Closed
30
Calls
$71.3M
Puts
$24.6M
Net Calls
+$46.7M
Net Calls Change
-$55.3M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$179M
2
SC
2
Samlyn Capital
New York
$229M
3
Jane Street
3
Jane Street
New York
$86M
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$363M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$866M

Top Sellers

1
JSP
1
Jackson Square Partners
California
$0
2
VVP
2
Vulcan Value Partners
Alabama
$811M
3
Nomura Holdings
3
Nomura Holdings
Japan
$9.43M
4
SEI Investments
4
SEI Investments
Pennsylvania
$4.39M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.82M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
226
Advisornet Financial
Minnesota
$810K 17,139 -276 -2%
KPWS
227
Kestra Private Wealth Services
Texas
$786K 16,616 +25 +0.2%
BNP Paribas Asset Management
228
BNP Paribas Asset Management
France
$774K 16,366 +16,366 New
CAM
229
Carret Asset Management
New York
$771K 16,300 – –
DTL
230
Dynamic Technology Lab
Singapore
$767K 16,225 +16,225 New
BWP
231
Baldwin Wealth Partners
Massachusetts
$752K 15,900 – –
SAS
232
Stelac Advisory Services
New York
$747K 15,797 -28,173 -64%
Swedbank
233
Swedbank
Sweden
$746K 15,784 +15,784 New
PP
234
Paloma Partners
Connecticut
$746K 15,783 +15,783 New
CI Investments Inc
235
CI Investments Inc
Ontario, Canada
$737K 15,584 +15,584 New
AIP
236
Ameritas Investment Partners
Nebraska
$732K 15,500 +15,500 New
TD Asset Management
237
TD Asset Management
Ontario, Canada
$727K 15,387 +100 +0.7%
EH
238
Equitable Holdings
New York
$715K 15,120 -3,940 -21%
GAM
239
Guinness Asset Management
United Kingdom
$714K 15,100 +15,100 New
CAM
240
Cresset Asset Management
Illinois
$700K 14,815 +12 +0.1%
CG
241
Colony Group
Massachusetts
$699K 14,787 – –
SG Americas Securities
242
SG Americas Securities
New York
$689K 14,565 +583 +4%
KBC Group
243
KBC Group
Belgium
$678K 14,339 -14,339 -50%
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$677K 14,317 +1,164 +9%
WBC
245
Westpac Banking Corp
Australia
$654K 13,824 – –
New York State Teachers Retirement System (NYSTRS)
246
New York State Teachers Retirement System (NYSTRS)
New York
$652K 13,800 +13,800 New
QI
247
Qtron Investments
Massachusetts
$651K 13,763 +13,763 New
TP
248
Tranquility Partners
Tennessee
$639K 13,517 +1,751 +15%
AWA
249
Arete Wealth Advisors
Illinois
$613K 12,958 -891 -6%
MGAM
250
McGowan Group Asset Management
Texas
$611K 12,925 +492 +4%
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