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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 %
Daiwa Securities Group
251
Daiwa Securities Group
Japan
$334K 7,176 -647 -8%
MWM
252
Mission Wealth Management
California
$334K 7,176 – –
KWM
253
Keebeck Wealth Management
Illinois
$328K 7,057 – –
WJWM
254
Williams Jones Wealth Management
New York
$322K 6,933 – –
Manulife (Manufacturers Life Insurance)
255
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$321K 6,916 – –
RG
256
Rathbones Group
United Kingdom
$299K 6,430 – –
DT
257
Diversified Trust
Tennessee
$289K 6,227 – –
VWA
258
Visionary Wealth Advisors
Illinois
$289K 6,215 – –
FSA
259
Fort Sheridan Advisors
Illinois
$288K 6,200 – –
SOAMC
260
Spirit of America Management Corp
New York
$281K 6,050 – –
MC
261
Moors & Cabot
Massachusetts
$280K 6,028 – –
PPW
262
Parcion Private Wealth
Washington
$279K 6,000 – –
Creative Planning
263
Creative Planning
Kansas
$273K 5,880 -28,581 -83%
Allianz Asset Management
264
Allianz Asset Management
Germany
$271K 5,830 -227,068 -97%
BWM
265
BigSur Wealth Management
Florida
$271K 5,822 – –
WIA
266
Westbourne Investment Advisors
Maryland
$270K 5,800 – –
KAS
267
Kestra Advisory Services
Texas
$266K 5,721 +5,721 New
Two Sigma Investments
268
Two Sigma Investments
New York
$262K 5,646 +5,646 New
GTCM
269
Gyon Technologies Capital Management
New Jersey
$255K 5,494 +5,494 New
HIA
270
Harbor Investment Advisory
Maryland
$242K 5,200 – –
LOAMS
271
Lombard Odier Asset Management (Switzerland)
Switzerland
$238K 5,124 +5,124 New
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$236K 5,075 +2,831 +126%
GIA
273
Guyasuta Investment Advisors
Pennsylvania
$232K 5,000 +5,000 New
MPCG
274
Matrix Private Capital Group
New York
$228K 4,900 +4,900 New
BMSSC
275
B. Metzler seel. Sohn & Co
Germany
$220K 4,736 +4,736 New
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