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Carlyle Group
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Overview Fund Activity

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

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$179M
2
SC
2
Samlyn Capital
New York
$229M
3
Jane Street
3
Jane Street
New York
$86M
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$363M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$866M

Top Sellers

1
JSP
1
Jackson Square Partners
California
$0
2
VVP
2
Vulcan Value Partners
Alabama
$811M
3
Nomura Holdings
3
Nomura Holdings
Japan
$9.43M
4
SEI Investments
4
SEI Investments
Pennsylvania
$4.39M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.82M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
351
Concord Wealth Partners
Virginia
$95K 2,000 – –
TVWM
352
Tower View Wealth Management
Wisconsin
$95K 2,000 +2,000 New
AIM
353
Anchor Investment Management
South Carolina
$94.6K 2,000 – –
AIG
354
American International Group
New York
$85K 1,808 -220 -11%
US Bancorp
355
US Bancorp
Minnesota
$80K 1,700 – –
LS
356
Livforsakringsbolaget Skandia
Sweden
$71K 1,500 -2,100 -58%
CCC
357
Crescent Capital Consulting
Louisiana
$71K 1,500 +500 +50%
HI
358
Harbour Investments
Wisconsin
$65K 1,374 +470 +52%
CAPTRUST Financial Advisors
359
CAPTRUST Financial Advisors
North Carolina
$55K 1,166 +3 +0.3%
APA
360
American Portfolios Advisors
New York
$54.1K 1,145 +120 +12%
IA
361
IFP Advisors
Florida
$54K 1,134 -45,841 -98%
DOA
362
D'Orazio & Associates
Virginia
$49K 1,040 +6 +0.6%
EWA
363
Evolution Wealth Advisors
Florida
$48K 1,005 – –
WT
364
Washington Trust
Rhode Island
$47K 1,000 – –
FGAM
365
Financial Gravity Asset Management
Texas
$47K 1 +1 New
HA
366
Herold Advisors
New York
$47K 1,000 +1,000 New
ZB
367
Zions Bancorporation
Utah
$43K 906 – –
Twin Tree Management
368
Twin Tree Management
Texas
$41K 876 +876 New
CAM
369
CenterStar Asset Management
Illinois
– – – –
Federated Hermes
370
Federated Hermes
Pennsylvania
$31K 651 +650 +65,000%
GWM
371
Geneos Wealth Management
Colorado
$29K 612 +3 +0.5%
HCP
372
Hexagon Capital Partners
Arkansas
$29K 606 +35 +6%
TRCT
373
Tower Research Capital (TRC)
New York
$27K 561 -2,800 -83%
BFEC
374
Benjamin F. Edwards & Company
Missouri
$23K 483 +200 +71%
AIM
375
Achmea Investment Management
Netherlands
$22K 459 +459 New
13 14
15
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