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Carlyle Group

459 hedge funds and large institutions have $9.79B invested in Carlyle Group in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 160 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+66
Holders Change %
+16.79%
% of All Funds
7.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
102
Increased
160
Reduced
128
Closed
31
Calls
$184M
Puts
$36.9M
Net Calls
+$147M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Shares
Change %
Nordea Investment Management
301
Nordea Investment Management
Sweden
$509K
OTL
302
Oak Thistle LLC
New York
$498K +$498K +9,080 New
RJT
303
Raymond James Trust
Florida
$494K -$29.2K -532 -6%
Twin Tree Management
304
Twin Tree Management
Texas
$476K +$428K +7,793 +890%
EI
305
Ethic Inc
New York
$466K +$466K +8,495 New
VPIM
306
Vanguard Personalized Indexing Management
California
$450K +$150K +2,723 +50%
FG
307
Fiduciary Group
Georgia
$445K +$5.49K +100 +1%
AWM
308
Apollon Wealth Management
South Carolina
$432K +$195K +3,553 +82%
NW
309
NewEdge Wealth
Pennsylvania
$432K +$432K +7,869 New
TFS
310
Thoroughbred Financial Services
Tennessee
$431K +$932 +17 +0.2%
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$426K +$76.5K +1,393 +22%
Aberdeen Group
312
Aberdeen Group
United Kingdom
$423K -$42.9K -782 -9%
HWAM
313
Hennion & Walsh Asset Management
New Jersey
$423K -$29K -530 -6%
VanEck Associates
314
VanEck Associates
New York
$417K +$417K +7,591 New
Daiwa Securities Group
315
Daiwa Securities Group
Japan
$416K +$22K +400 +6%
KA
316
Kovack Advisors
Florida
$412K -$988 -18 -0.2%
SCM
317
Sterneck Capital Management
Missouri
$412K
Creative Planning
318
Creative Planning
Kansas
$402K -$51.4K -936 -11%
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$398K +$18.8K +343 +5%
UFF
320
USA Financial Formulas
Michigan
$397K -$116K -2,120 -23%
PWP
321
Principle Wealth Partners
Connecticut
$395K
MWM
322
Mission Wealth Management
California
$394K
Cetera Investment Advisers
323
Cetera Investment Advisers
Illinois
$390K +$64.3K +1,172 +20%
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$389K -$5.49K -100 -1%
KWM
325
Keebeck Wealth Management
Illinois
$387K