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Carlyle Group

261 hedge funds and large institutions have $2.89B invested in Carlyle Group in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
47
Increased
87
Reduced
86
Closed
32
Calls
$109M
Puts
$24.7M
Net Calls
+$83.9M
Net Calls Change
-$51.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Aberdeen Group
276
Aberdeen Group
United Kingdom
-$261K -9,368 Closed
PTP
277
Platform Technology Partners
New York
-$246K -8,820 Closed
LNC
278
Lincoln National Corp
Pennsylvania
-$238K -8,537 Closed
SMFS
279
Squar Milner Financial Services
California
-$224K -8,040 Closed
KA
280
Kovack Advisors
Florida
-$218K -7,798 Closed
FG
281
Fiduciary Group
Georgia
-$215K -7,700 Closed
VWA
282
Visionary Wealth Advisors
Illinois
-$214K -7,665 Closed
PPA
283
Parametric Portfolio Associates
Washington
-$213K -7,620 Closed
WSC
284
Wellington Shields & Co
New York
-$203K -7,285 Closed
PWP
285
Principle Wealth Partners
Connecticut
-$201K -7,200 Closed
SW
286
SVB Wealth
Massachusetts
-$201K -7,189 Closed
Susquehanna International Group
287
Susquehanna International Group
Pennsylvania
-$200K -7,175 Closed
KWM
288
Keebeck Wealth Management
Illinois
-$196K -7,057 Closed
CAN
289
Cetera Advisor Networks
California
-$149K -5,344 Closed
PAG
290
Private Advisor Group
New Jersey
-$149K -5,343 Closed
CWP
291
CFM Wealth Partners
Texas
-$51K -1,855 Closed
SAM
292
Shell Asset Management
Netherlands
-$40K -1,418 Closed
EWM
293
Edge Wealth Management
New York
-$8K -300 Closed
CAM
294
CenterStar Asset Management
Illinois
-$193K