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Carlyle Group

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M
Name Market Value Shares Shares
Change
Shares
Change %
ASN
401
Advisory Services Network
Georgia
$47.5K 1,168 +1,168 New
NA
402
NewEdge Advisors
Louisiana
$46.7K 1,149 -1,972 -63%
BC
403
Bartlett & Co
Ohio
$46K 1,101
BCWM
404
Bartlett & Co Wealth Management
Ohio
$45.9K 1,101
HCP
405
Hexagon Capital Partners
Arkansas
$45.9K 1,127 -18 -2%
EDRH
406
Edmond de Rothschild Holding
Switzerland
$42.3K 1,040
SS
407
Sunbelt Securities
Texas
$40.7K 1,000 -10 -1%
WT
408
Washington Trust
Rhode Island
$40.7K 1,000
GC
409
Gould Capital
Washington
$40.7K 1,000
DA
410
Denali Advisors
California
$37.7K 927
GI
411
GAMMA Investing
California
$37.7K 941 +941 New
CFGS
412
Concourse Financial Group Securities
Alabama
$37.4K 920
IA
413
IFP Advisors
Florida
$35.6K 876 -1,468 -63%
CFO
414
CVA Family Office
Colorado
$35.2K 865 +865 New
AF
415
Advisornet Financial
Minnesota
$33.1K 814
Acadian Asset Management
416
Acadian Asset Management
Massachusetts
$33K 835 +108 +15%
EC
417
EntryPoint Capital
New York
$29.4K 722 +722 New
BEI
418
Benjamin Edwards Inc
Missouri
$28K 697 +199 +40%
FFA
419
Farther Finance Advisors
California
$24.5K 602 +398 +195%
QL
420
Quarry LP
New York
$23.1K 568 +568 New
GRP
421
Global Retirement Partners
California
$23K 599 +141 +31%
CP
422
Castleview Partners
Texas
$17.6K 432
TVAMP
423
Tennessee Valley Asset Management Partners
Tennessee
$16.8K 412 +412 New
CPG
424
Cornerstone Planning Group
New Jersey
$16.7K 411 -38 -8%
PS
425
Principal Securities
Iowa
$14.2K 348 +348 New