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Carlyle Group

393 hedge funds and large institutions have $8.09B invested in Carlyle Group in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 144 increasing their positions, 97 reducing their positions, and 30 closing their positions.

Holders
393
Holders Change
+51
Holders Change %
+14.91%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
86
Increased
144
Reduced
97
Closed
30
Calls
$71.3M
Puts
$24.6M
Net Calls
+$46.7M
Net Calls Change
-$55.3M
Name Market Value Shares Shares
Change
Shares
Change %
UFF
276
USA Financial Formulas
Michigan
$442K 9,347 +6,829 +271%
FPCP
277
Fort Point Capital Partners
California
$432K 9,130 +9,130 New
MF
278
Magnetar Financial
Illinois
$415K 8,772 +8,772 New
GTCM
279
Gyon Technologies Capital Management
New Jersey
$413K 8,738 +3,244 +59%
Aberdeen Group
280
Aberdeen Group
United Kingdom
$402K 8,493 +217 +3%
SW
281
SVB Wealth
Massachusetts
$396K 8,386 +32 +0.4%
Wolverine Trading
282
Wolverine Trading
Illinois
$395K 8,331 +8,331 New
HWAM
283
Hennion & Walsh Asset Management
New Jersey
$390K 8,250
Creative Planning
284
Creative Planning
Kansas
$390K 8,255 +2,375 +40%
TFS
285
Thoroughbred Financial Services
Tennessee
$370K 7,841 +7,841 New
ALAM
286
Asahi Life Asset Management
Japan
$362K 7,660 +3,310 +76%
KA
287
Kovack Advisors
Florida
$356K 7,522 +68 +0.9%
SCM
288
Sterneck Capital Management
Missouri
$355K 7,500 -207 -3%
CAG
289
Csenge Advisory Group
Florida
$349K 7,288 +7,288 New
DCM
290
Dupont Capital Management
Delaware
$342K 7,244 +7,244 New
PWP
291
Principle Wealth Partners
Connecticut
$340K 7,200
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$339K 7,185 +2,110 +42%
MWM
293
Mission Wealth Management
California
$339K 7,176
Daiwa Securities Group
294
Daiwa Securities Group
Japan
$339K 7,176
AWM
295
Affinity Wealth Management
Delaware
$339K 7,218 +2,675 +59%
KWM
296
Keebeck Wealth Management
Illinois
$334K 7,057
DWM
297
Dakota Wealth Management
Florida
$331K 7,000 +7,000 New
PAG
298
Private Advisor Group
New Jersey
$330K 6,973 -446 -6%
WJWM
299
Williams Jones Wealth Management
New York
$328K 6,933
Cambridge Investment Research Advisors
300
Cambridge Investment Research Advisors
Iowa
$327K 6,912 -887 -11%