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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 %
Manulife (Manufacturers Life Insurance)
301
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$327K 6,916
NFG
302
Next Financial Group
Texas
$322K 6,810 -583 -8%
PPW
303
Parcion Private Wealth
Washington
$309K 6,000
FSA
304
Fort Sheridan Advisors
Illinois
$307K 6,500 +300 +5%
Mercer Global Advisors
305
Mercer Global Advisors
Colorado
$301K 6,364 +6,364 New
IWC
306
Integrated Wealth Concepts
Massachusetts
$299K 6,333 +6,333 New
DT
307
Diversified Trust
Tennessee
$294K 6,227
EGM
308
Engineers Gate Manager
New York
$291K 6,147 +6,147 New
LNC
309
Lincoln National Corp
Pennsylvania
$289K 6,121 -1,238 -17%
SOAMC
310
Spirit of America Management Corp
New York
$286K 6,050
VWA
311
Visionary Wealth Advisors
Illinois
$284K 6,015 -200 -3%
Cetera Investment Advisers
312
Cetera Investment Advisers
Illinois
$281K 5,937 +1,485 +33%
MC
313
Moors & Cabot
Massachusetts
$277K 5,853 -175 -3%
BWM
314
BigSur Wealth Management
Florida
$275K 5,822
WIA
315
Westbourne Investment Advisors
Maryland
$269K 5,700 -100 -2%
KAS
316
Kestra Advisory Services
Texas
$261K 5,520 -201 -4%
Macquarie Group
317
Macquarie Group
Australia
$259K 5,466 -40,728 -88%
VPIM
318
Vanguard Personalized Indexing Management
California
$258K 5,466 -6,764 -55%
HIA
319
Harbor Investment Advisory
Maryland
$246K 5,200
JIP
320
Jaffetilchin Investment Partners
Florida
$239K 5,062 +5,062 New
GIA
321
Guyasuta Investment Advisors
Pennsylvania
$236K 5,000
MPCG
322
Matrix Private Capital Group
New York
$232K 4,900
MFG
323
Magnus Financial Group
New York
$232K 4,898 +4,898 New
USCWA
324
U.S. Capital Wealth Advisors
Texas
$232K 4,916 +4,916 New
OLA
325
Oliver Luxxe Assets
New Jersey
$231K 4,879 +415 +9%