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Carlyle Group
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Overview Fund Activity

290 hedge funds and large institutions have $3.93B invested in Carlyle Group in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+29
Holders Change %
+11.11%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
64
Increased
98
Reduced
87
Closed
34
Calls
$96M
Puts
$16.6M
Net Calls
+$79.4M
Net Calls Change
-$4.49M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$72.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$479M
3
Millennium Management
Millennium Management
New York
$40.2M
4
Morgan Stanley
Morgan Stanley
New York
$352M
5
SC
Samlyn Capital
New York
$36.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$286M
2
AIM
Artemis Investment Management
United Kingdom
$0
3
Neuberger Berman Group
Neuberger Berman Group
New York
$50.3M
4
SSA
Schonfeld Strategic Advisors
New York
$14.4M
5
Bank of America
Bank of America
North Carolina
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
301
Guggenheim Capital
Illinois
– -$525K -21,280 Closed
Simplex Trading
302
Simplex Trading
Illinois
– -$495K -20,083 Closed
HF
303
HRT Financial
New York
– -$388K -15,751 Closed
EA
304
Emerald Advisors
Washington
– -$377K -15,278 Closed
Wolverine Trading
305
Wolverine Trading
Illinois
– -$320K -12,990 Closed
FRAF
306
Första AP-fonden
Sweden
– -$306K -12,400 Closed
E
307
Ergoteles
New York
– -$279K -11,300 Closed
AAS
308
Avantax Advisory Services
Texas
– -$270K -10,913 Closed
VF
309
Virtu Financial
New York
– -$236K -9,580 Closed
TSS
310
Two Sigma Securities
New York
– -$235K -9,530 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
311
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$178K -7,200 Closed
PHK
312
Point72 Hong Kong
Hong Kong
– -$127K -5,161 Closed
GT
313
Glenmede Trust
Pennsylvania
– -$92K -3,758 Closed
IMRF
314
Illinois Municipal Retirement Fund
Illinois
– -$91K -3,700 Closed
Parallax Volatility Advisers
315
Parallax Volatility Advisers
California
– -$51K -2,074 Closed
PFS
316
Prospera Financial Services
Texas
– -$30K -1,196 Closed
NFSG
317
Newbridge Financial Services Group
Florida
– -$29K -1,158 Closed
FHA
318
Flagship Harbor Advisors
Massachusetts
– -$14K -599 Closed
MRCM
319
M&R Capital Management
New Jersey
– -$7K -300 Closed
FFA
320
Founders Financial Alliance
North Carolina
– -$5K -200 Closed
CSPIA
321
Cary Street Partners Investment Advisory
Virginia
– -$5K -200 Closed
CWC
322
Carolinas Wealth Consulting
North Carolina
– -$3K -107 Closed
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