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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 %
MFW
326
Meristem Family Wealth
Minnesota
$223K 4,722 +4,722 New
IRF
327
IBM Retirement Fund
New York
$218K 4,616
CG
328
Cutler Group
California
$215K 4,567 +4,567 New
FMT
329
First Mercantile Trust
Tennessee
$206K 4,361 -298 -6%
WG
330
Winton Group
United Kingdom
$204K 4,319 -6,038 -58%
AWM
331
Apollon Wealth Management
South Carolina
$204K 4,308 +4,308 New
BPCE
332
Bank Pictet & Cie (Europe)
Germany
$201K 4,250 +4,250 New
Vontobel Holding
333
Vontobel Holding
Switzerland
$200K 4,249 +4,249 New
IWA
334
IBEX Wealth Advisors
New Jersey
$199K 4,211 +4,211 New
AP
335
Arlington Partners
Alabama
$165K 3,497 +3,497 New
SSB
336
Sandy Spring Bank
Maryland
$160K 3,388
First Manhattan
337
First Manhattan
New York
$160K 3,400 +700 +26%
WWM
338
Wagner Wealth Management
South Carolina
$156K 2,783 +132 +5%
MLICM
339
Metropolitan Life Insurance Company (MetLife)
New York
$153K 3,227 -130 -4%
SWM
340
Spire Wealth Management
Virginia
$145K 3,061 -894 -23%
Loomis, Sayles & Company
341
Loomis, Sayles & Company
Massachusetts
$145K 3,068 +3,068 New
CFGS
342
Concourse Financial Group Securities
Alabama
$140K 2,957 -1,269 -30%
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$134K 2,823
CFN
344
Cordasco Financial Network
Florida
$115K 2,438 +12 +0.5%
VI
345
Vestcor Inc
New Brunswick, Canada
$112K 2,360 -314 -12%
FWM
346
Focused Wealth Management
New York
$112K 2,366 +5 +0.2%
HFM
347
Harvest Fund Management
China
$109K 2,315
BCV
348
Banque Cantonale Vaudoise
Switzerland
$109K 2,300
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$103K 2,185 -360 -14%
HCM
350
Highlander Capital Management
New Jersey
$95K 2,000