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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 Holding Trade Value Shares
Change 		Shares
Change %
IIM
301
INTECH Investment Management
Florida
$647K +$357K +7,070 +123%
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$636K +$209K +4,132 +49%
MSRPS
303
Maryland State Retirement & Pension System
Maryland
$632K – – –
LCM
304
Landscape Capital Management
New Jersey
$627K -$616K -12,200 -50%
MGP
305
M&G plc
United Kingdom
$625K +$625K +12,500 New
BRWA
306
B. Riley Wealth Advisors
Florida
$623K -$26.9K -532 -4%
JSW
307
Journey Strategic Wealth
New Jersey
$622K +$24.3K +481 +4%
SFS
308
Stiles Financial Services
Minnesota
$610K -$6.66K -132 -1%
TGAM
309
TBH Global Asset Management
Tennessee
$594K – – –
IFU
310
iSAM Funds (UK)
United Kingdom
$594K +$594K +11,765 New
IPW
311
Impact Partnership Wealth
Georgia
$589K +$589K +11,675 New
EP
312
Edgestream Partners
New Jersey
$584K -$4.39M -86,936 -88%
Macquarie Group
313
Macquarie Group
Australia
$583K +$46.6K +922 +9%
HWM
314
HB Wealth Management
Georgia
$575K +$156K +3,088 +37%
CAM
315
Carret Asset Management
New York
$570K -$30.3K -600 -5%
TMAM
316
Tokio Marine Asset Management
Japan
$570K +$36.5K +722 +7%
TW
317
TritonPoint Wealth
Maryland
$564K – – –
MGAM
318
McGowan Group Asset Management
Texas
$563K -$4.85K -96 -0.9%
SSA
319
Schonfeld Strategic Advisors
New York
$553K -$1.66M -32,877 -75%
FSA
320
Fort Sheridan Advisors
Illinois
$545K – – –
Axa
321
Axa
France
$541K +$541K +10,718 New
Pathstone Holdings
322
Pathstone Holdings
New Jersey
$534K +$45.4K +900 +9%
CWM
323
CIBC World Markets
New York
$529K -$159K -3,148 -23%
RPCONE
324
Retirement Planning Company of New England
Rhode Island
$518K -$32.4K -641 -6%
Marshall Wace
325
Marshall Wace
United Kingdom
$508K -$68.8M -1,363,105 -99%
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