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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 %
SF
276
Synovus Financial
Georgia
$789K 15,621 +912 +6%
Janus Henderson Group
277
Janus Henderson Group
United Kingdom
$777K 15,394 -3,600 -19%
SCA
278
SMH Capital Advisors
Texas
$763K 15,104 -848 -5%
TFS
279
Thoroughbred Financial Services
Tennessee
$762K 15,097 +42 +0.3%
GBA
280
Garrison Bradford & Associates
New York
$761K 15,080 -988 -6%
CA
281
Carson Advisory
Georgia
$759K 15,026 -197 -1%
BA
282
Bridgewater Associates
Connecticut
$722K 14,308 +14,308 New
First Manhattan
283
First Manhattan
New York
$711K 14,075 – –
Allianz Asset Management
284
Allianz Asset Management
Germany
$710K 14,063 -15,166 -52%
ZF
285
Zhang Financial
Michigan
$698K 13,833 +1,035 +8%
USAA
286
United Services Automobile Association
Texas
$694K 13,744 – –
GAM
287
Guinness Asset Management
United Kingdom
$693K 13,719 +4,113 +43%
CMANY
288
Capital Management Associates (New York)
New York
$690K 13,659 -2,865 -17%
MYLI
289
Meiji Yasuda Life Insurance
Japan
$687K 13,600 +13,600 New
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$680K 13,474 +1,291 +11%
SP
291
Stablepoint Partners
Massachusetts
$675K 13,377 – –
Creative Planning
292
Creative Planning
Kansas
$674K 13,340 +553 +4%
IMRF
293
Illinois Municipal Retirement Fund
Illinois
$672K 13,317 – –
MC
294
Machina Capital
France
$671K 13,295 +13,295 New
TRCT
295
Tower Research Capital (TRC)
New York
$662K 13,105 -8,352 -39%
SBH
296
Segall Bryant & Hamill
Illinois
$656K 13,000 – –
NSIM
297
North Star Investment Management
Illinois
$656K 12,993 +541 +4%
SCM
298
Sterling Capital Management
North Carolina
$655K 12,976 +4,586 +55%
PA
299
Promethium Advisors
Maryland
$652K 12,915 -250 -2%
FWM
300
FFT Wealth Management
Pennsylvania
$651K 12,887 +863 +7%
10 11
12
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