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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 %
SIM
376
Sonora Investment Management
Arizona
$14K 300 – –
TFGT
377
TS Financial Group (TSFG)
Illinois
$14K 300 – –
PMFA
378
Plante Moran Financial Advisors
Michigan
$14K 300 – –
EDRH
379
Edmond de Rothschild Holding
Switzerland
$12K 255 – –
LC
380
Lindbrook Capital
California
$10K 218 +1 +0.5%
PA
381
Parallel Advisors
California
$9K 186 +3 +2%
GRP
382
Global Retirement Partners
California
$8K 179 +1 +0.6%
AS
383
Altshuler Shaham
Israel
$8K 159 +159 New
ARMC
384
American Research & Management Company
Massachusetts
$7K 150 – –
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$5K 100 – –
EI
386
Ellevest Inc
New York
$5K 104 +104 New
GPA
387
Guidance Point Advisors
Massachusetts
$4K 100 +100 New
BCA
388
Berman Capital Advisors
Georgia
$3K 79 – –
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$3K 59 +44 +293%
DFCM
390
Dark Forest Capital Management
Puerto Rico
$3K 60 +60 New
CCM
391
Cribstone Capital Management
Maine
$2K 35 +35 New
FHA
392
First Horizon Advisors
Tennessee
$1K 23 +23 New
Walleye Capital
393
Walleye Capital
New York
$235 4,978 +4,978 New
JSP
394
Jackson Square Partners
California
– – -2,827,121 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
395
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -120,000 Closed
GCP
396
GSA Capital Partners
United Kingdom
– – -29,672 Closed
CGIM
397
Cannon Global Investment Management
Florida
– – -19,200 Closed
OMC
398
Old Mission Capital
Illinois
– – -17,838 Closed
VI
399
Versor Investments
New York
– – -14,000 Closed
FC
400
FORA Capital
Florida
– – -10,785 Closed
14 15
16
17 18