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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
226
Mirae Asset Global Investments
South Korea
$1.43M 28,257 +8,326 +42%
NAM
227
Nissay Asset Management
Japan
$1.43M 28,026 -296 -1%
DADC
228
D.A. Davidson & Co
Montana
$1.42M 28,072 +750 +3%
Nomura Holdings
229
Nomura Holdings
Japan
$1.41M 28,002 +28,002 New
VOYA Investment Management
230
VOYA Investment Management
Georgia
$1.34M 26,623 -1,839 -6%
JWM
231
Jeppson Wealth Management
California
$1.34M 26,619 -720 -3%
Wolverine Trading
232
Wolverine Trading
Illinois
$1.33M 26,341 +26,341 New
MML Investors Services
233
MML Investors Services
Massachusetts
$1.32M 26,097 +9,012 +53%
WW
234
Waterfront Wealth
Kansas
$1.32M 26,065 -200 -0.8%
William Blair & Company
235
William Blair & Company
Illinois
$1.31M 25,880 -18,552 -42%
HRC
236
Hoertkorn Richard Charles
$1.26M 25,000 -100 -0.4%
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$1.26M 24,901 -5,283 -18%
SMDAM
238
Sumitomo Mitsui DS Asset Management
Japan
$1.25M 24,853 +7,539 +44%
NYLIM
239
New York Life Investment Management
New York
$1.22M 24,262 -1,165 -5%
Cambridge Investment Research Advisors
240
Cambridge Investment Research Advisors
Iowa
$1.22M 24,111 -635 -3%
SOADOR
241
State of Alaska Department of Revenue
Alaska
$1.21M 24,060 -365 -1%
Schroder Investment Management Group
242
Schroder Investment Management Group
United Kingdom
$1.17M 23,127 +1,257 +6%
BEI
243
Benjamin Edwards Inc
Missouri
$1.16M 23,072 +5,061 +28%
Franklin Resources
244
Franklin Resources
California
$1.16M 23,004 -5,206 -18%
RP
245
Riverwater Partners
Wisconsin
$1.15M 22,706 +575 +3%
QCM
246
QRG Capital Management
Illinois
$1.13M 22,359 -2,086 -9%
VPIM
247
Vanguard Personalized Indexing Management
California
$1.09M 21,538 +3,957 +23%
ANTB
248
AMG National Trust Bank
Colorado
$1.06M 20,911 -38,337 -65%
AI
249
Atria Investments
North Carolina
$1.06M 20,923 +1,062 +5%
AWA
250
Arkadios Wealth Advisors
Georgia
$1.02M 20,146 +20,146 New
8 9
10
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