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Carlyle Group

316 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
91
Reduced
113
Closed
30
Calls
$71.9M
Puts
$10.7M
Net Calls
+$61.1M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
301
Benjamin F. Edwards & Company
Missouri
$10K
EDRH
302
Edmond de Rothschild Holding
Switzerland
$9K
LC
303
Lindbrook Capital
California
$8K +$8K +216 New
PA
304
Parallel Advisors
California
$7K
GRP
305
Global Retirement Partners
California
$7K +$40 +1 +0.6%
ARMC
306
American Research & Management Company
Massachusetts
$6K +$6K +150 New
RWB
307
RMR Wealth Builders
New Jersey
$6K +$6K +156 New
APA
308
American Portfolios Advisors
New York
$4.78K +$1.1K +30 +30%
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$4K
LFG
310
Larson Financial Group
Missouri
$2K
CFO
311
CVA Family Office
Colorado
$2K +$2K +50 New
BCA
312
Berman Capital Advisors
Georgia
$2K +$2K +79 New
BWM
313
BerganKDV Wealth Management
Minnesota
$1K
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +15 New
AIG
315
American International Group
New York
$56 -$5 -137 -8%
PFMOSF
316
Philadelphia Financial Management of San Francisco
California
-$10.1M -320,641 Closed
HAI
317
Hennessy Advisors Inc
California
-$2.52M -80,000 Closed
CC
318
Cipher Capital
New York
-$1.8M -57,163 Closed
Holocene Advisors
319
Holocene Advisors
New York
-$1.58M -50,215 Closed
YIH
320
Y-Intercept (HK)
Hong Kong
-$919K -29,254 Closed
HMC
321
Harvard Management Company
Massachusetts
-$742K -23,600 Closed
KAS
322
Kestra Advisory Services
Texas
-$580K -18,472 Closed
Squarepoint
323
Squarepoint
New York
-$508K -16,143 Closed
BC
324
Bridgefront Capital
Texas
-$478K -15,208 Closed
Walleye Capital
325
Walleye Capital
New York
-$465 -14,791 Closed