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Carlyle Group
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Overview Fund Activity

427 hedge funds and large institutions have $6.36B invested in Carlyle Group in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+11
Holders Change %
+2.64%
% of All Funds
6.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
80
Increased
164
Reduced
121
Closed
64
Calls
$49.5M
Puts
$59.8M
Net Calls
-$10.3M
Net Calls Change
-$21.4M

Top Buyers

1
AI
Ariel Investments
Illinois
+$87.3M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$84.9M
3
N
Natixis
France
+$81.6M
4
Morgan Stanley
Morgan Stanley
New York
+$75M
5
Goldman Sachs
Goldman Sachs
New York
+$61.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$412M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$63.5M
3
VVP
Vulcan Value Partners
Alabama
-$47.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$36.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$626K +$108K +3,630 +21%
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$600K – – –
LCS
228
Levin Capital Strategies
New York
$597K +$597K +20,000 New
WSTAM
229
Wilbanks Smith & Thomas Asset Management
Virginia
$593K -$37.4K -1,254 -6%
Principal Financial Group
230
Principal Financial Group
Iowa
$588K -$95.9K -3,215 -14%
WCM
231
Weik Capital Management
Pennsylvania
$587K -$27.3K -915 -4%
KPWS
232
Kestra Private Wealth Services
Texas
$574K +$19.5K +654 +4%
GCM
233
Gibraltar Capital Management
Oklahoma
$573K +$37.1K +1,243 +7%
Mirae Asset Global Investments
234
Mirae Asset Global Investments
South Korea
$569K +$262K +8,775 +85%
ZF
235
Zhang Financial
Michigan
$566K +$9.04K +303 +2%
DFCM
236
Dark Forest Capital Management
Puerto Rico
$565K +$565K +18,927 New
NSIM
237
North Star Investment Management
Illinois
$559K -$134K -4,474 -19%
DAC
238
Dividend Assets Capital
South Carolina
$543K – – –
MF
239
Magnetar Financial
Illinois
$537K -$357K -11,963 -40%
AWS
240
Atria Wealth Solutions
New York
$528K -$45.7K -1,530 -8%
VanEck Associates
241
VanEck Associates
New York
$527K +$209K +6,999 +66%
BCIM
242
British Columbia Investment Management
British Columbia, Canada
$523K -$49.7K -1,667 -9%
VIA
243
Vident Investment Advisory
Georgia
$520K +$520K +17,418 New
EI
244
Ethic Inc
New York
$507K +$108K +3,632 +27%
CSS
245
Cubist Systematic Strategies
Connecticut
$504K -$5.93M -198,844 -92%
BAMF
246
BI Asset Management Fondsmaeglerselskab
Denmark
$504K +$504K +16,876 New
GBA
247
Garrison Bradford & Associates
New York
$502K -$68K -2,281 -12%
EIA
248
Edgemoor Investment Advisors
Maryland
$498K +$498K +16,702 New
ProShare Advisors
249
ProShare Advisors
Maryland
$497K +$63.2K +2,117 +15%
V
250
ViaWealth
Kansas
$494K +$494K +15,211 New
8 9
10
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