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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 %
TI
251
Tidal Investments
Wisconsin
$493K +$9.07K +304 +2%
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$486K – – –
CA
253
Carson Advisory
Georgia
$476K -$3.43K -115 -0.7%
MSRPS
254
Maryland State Retirement & Pension System
Maryland
$475K – – –
TWC
255
TD Waterhouse Canada
Ontario, Canada
$470K +$34.6K +1,068 +8%
SCA
256
Snowden Capital Advisors
New York
$470K +$21.2K +710 +5%
BWP
257
Baldwin Wealth Partners
Massachusetts
$469K – – –
SCM
258
Sterneck Capital Management
Missouri
$463K – – –
VPIM
259
Vanguard Personalized Indexing Management
California
$451K -$201K -6,734 -31%
EMPI
260
Elo Mutual Pension Insurance
Finland
$446K – – –
Parallax Volatility Advisers
261
Parallax Volatility Advisers
California
$440K +$11.9K +399 +3%
BNP Paribas Asset Management
262
BNP Paribas Asset Management
France
$439K +$201K +6,740 +84%
M&T Bank
263
M&T Bank
New York
$436K +$78.6K +2,633 +22%
First Manhattan
264
First Manhattan
New York
$427K -$19.4K -650 -4%
ORC
265
O'Rourke & Company
Massachusetts
$426K -$3.46K -116 -0.8%
FPCP
266
Fort Point Capital Partners
California
$426K +$17.9K +600 +4%
PP
267
Prudential plc
United Kingdom
$423K +$423K +14,178 New
WBC
268
Westpac Banking Corp
Australia
$413K – – –
CAM
269
Carret Asset Management
New York
$403K +$41.8K +1,400 +12%
William Blair & Company
270
William Blair & Company
Illinois
$395K +$395K +13,236 New
AWM
271
Apollon Wealth Management
South Carolina
$395K +$118K +3,958 +43%
DA
272
Duality Advisers
Florida
$390K +$390K +13,078 New
PCOC
273
Power Corp of Canada
Canada
$384K – – –
MGAM
274
McGowan Group Asset Management
Texas
$381K +$656 +22 +0.2%
CAM
275
Cresset Asset Management
Illinois
$375K +$412 +19 +0.1%
9 10
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