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Carlyle Group
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Overview Fund Activity

483 hedge funds and large institutions have $9.23B invested in Carlyle Group in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 61 closing their positions.

Holders
483
Holders Change
+24
Holders Change %
+5.23%
% of All Funds
7.64%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
91
Increased
201
Reduced
127
Closed
61
Calls
$38M
Puts
$73.7M
Net Calls
-$35.7M
Net Calls Change
-$182M

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$205M
2
Deutsche Bank
2
Deutsche Bank
Germany
$336M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$555M
4
Morgan Stanley
4
Morgan Stanley
New York
$991M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$74.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$59M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.25M
3
SC
3
Samlyn Capital
New York
$91.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$712K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MHS
376
M Holdings Securities
Oregon
$244K 4,981 +4,981 New
BMSSC
377
B. Metzler seel. Sohn & Co
Germany
$242K 4,954 – –
William Blair & Company
378
William Blair & Company
Illinois
$241K 4,920 -14,747 -75%
MPCG
379
Matrix Private Capital Group
New York
$240K 4,900 – –
AWS
380
Atria Wealth Solutions
New York
$235K 4,807 +4,807 New
JIP
381
Jaffetilchin Investment Partners
Florida
$233K 6,554 +554 +9%
MMG
382
Monetary Management Group
Missouri
$232K 4,750 +4,750 New
MFW
383
Meristem Family Wealth
Minnesota
$231K 4,722 – –
PP
384
Prudential plc
United Kingdom
$231K 4,725 +4,725 New
AWA
385
Arete Wealth Advisors
Illinois
$224K 4,574 -5,977 -57%
SBIA
386
Sheaff Brock Investment Advisors
Indiana
$224K 4,574 +53 +1%
HCM
387
Highlander Capital Management
New Jersey
$223K 4,550 +2,550 +128%
IAIM
388
International Assets Investment Management
Florida
$220K 4,496 +128 +3%
WSC
389
Wellington Shields & Co
New York
$220K 4,505 +680 +18%
Capstone Investment Advisors
390
Capstone Investment Advisors
New York
$220K 4,495 +4,495 New
DCM
391
Driehaus Capital Management
Illinois
$217K 4,428 +4,428 New
AAS
392
Ameritas Advisory Services
Nebraska
$217K 4,440 +4,440 New
VIA
393
Vident Investment Advisory
Georgia
$215K 4,397 +4,397 New
HWM
394
HB Wealth Management
Georgia
$214K 4,383 +4,383 New
SEC
395
Seven Eight Capital
New York
$212K 4,337 +4,337 New
CIA
396
Capital Investment Advisors
Georgia
$210K 4,300 +200 +5%
RG
397
Rathbones Group
United Kingdom
$210K 4,300 +4,300 New
BPCE
398
Bank Pictet & Cie (Europe)
Germany
$208K 4,250 – –
RWA
399
Redmont Wealth Advisors
Illinois
$208K 4,260 – –
USCWA
400
U.S. Capital Wealth Advisors
Texas
$203K 4,154 -762 -16%
14 15
16
17 18