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Carlyle Group
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Overview Fund Activity

342 hedge funds and large institutions have $6.54B invested in Carlyle Group in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 26 closing their positions.

Holders
342
Holders Change
+26
Holders Change %
+8.23%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
54
Increased
132
Reduced
91
Closed
26
Calls
$120M
Puts
$17.6M
Net Calls
+$102M
Net Calls Change
+$40.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$745M
2
Capital World Investors
2
Capital World Investors
California
$870M
3
BlackRock
3
BlackRock
New York
$361M
4
State Street
4
State Street
Massachusetts
$152M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$41.7M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$842M
2
Goldman Sachs
2
Goldman Sachs
New York
$32M
3
SC
3
Samlyn Capital
New York
$107M
4
JSP
4
Jackson Square Partners
California
$131M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.88M
Name Market Value Shares Shares
Change 		Shares
Change %
IUHSA
326
Itau Unibanco Holding S.A.
Brazil
$20K 431 +431 New
PMFA
327
Plante Moran Financial Advisors
Michigan
$14K 300 – –
TFGT
328
TS Financial Group (TSFG)
Illinois
$14K 300 – –
SIM
329
Sonora Investment Management
Arizona
$14K 300 +300 New
BFEC
330
Benjamin F. Edwards & Company
Missouri
$13K 283 – –
EDRH
331
Edmond de Rothschild Holding
Switzerland
$12K 255 – –
LC
332
Lindbrook Capital
California
$10K 217 +1 +0.5%
PA
333
Parallel Advisors
California
$9K 183 +5 +3%
GRP
334
Global Retirement Partners
California
$8K 178 +1 +0.6%
CFO
335
CVA Family Office
Colorado
$8K 175 +125 +250%
ARMC
336
American Research & Management Company
Massachusetts
$7K 150 – –
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$5K 100 – –
BCA
338
Berman Capital Advisors
Georgia
$3K 79 – –
BWM
339
BerganKDV Wealth Management
Minnesota
$2K 35 – –
WQ
340
Wealth Quarterback
New Jersey
$2K 25 +25 New
OSAM
341
O'Shaughnessy Asset Management
Connecticut
$1K 15 – –
Federated Hermes
342
Federated Hermes
Pennsylvania
$1K 1 +1 New
AIG
343
American International Group
New York
$94 2,028 +499 +33%
Robeco Institutional Asset Management
344
Robeco Institutional Asset Management
Netherlands
– – -250,000 Closed
Hudson Bay Capital Management
345
Hudson Bay Capital Management
Connecticut
– – -120,000 Closed
FC
346
Full18 Capital
Connecticut
– – -119,854 Closed
MFS
347
Mirabella Financial Services
United Kingdom
– – -24,585 Closed
QSS
348
Quantitative Systematic Strategies
Florida
– – -15,736 Closed
IP
349
Interval Partners
New York
– – -14,016 Closed
PI
350
PEAK6 Investments
Illinois
– – -13,217 Closed
11 12 13
14
15