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Carlyle Group
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Overview Fund Activity

459 hedge funds and large institutions have $9.79B invested in Carlyle Group in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 160 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+66
Holders Change %
+16.79%
% of All Funds
7.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
102
Increased
160
Reduced
128
Closed
31
Calls
$184M
Puts
$36.9M
Net Calls
+$147M
Net Calls Change
+$100M

Top Buyers

1
BlackRock
BlackRock
New York
$782M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$162M
3
Deutsche Bank
Deutsche Bank
Germany
$166M
4
Morgan Stanley
Morgan Stanley
New York
$1B
5
Alkeon Capital Management
Alkeon Capital Management
New York
$482M

Top Sellers

1
Jane Street
Jane Street
New York
$380K
2
SC
Samlyn Capital
New York
$169M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$16.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
426
Geneos Wealth Management
Colorado
$33K +$161 +3 +0.5%
GC
427
Gould Capital
Washington
$29K +$29K +532 New
BFEC
428
Benjamin F. Edwards & Company
Missouri
$27K – – –
AIM
429
AHL Investment Management
Florida
$22K +$22K +400 New
PMFA
430
Plante Moran Financial Advisors
Michigan
$16K – – –
TFGT
431
TS Financial Group (TSFG)
Illinois
$16K – – –
A
432
AustralianSuper
Australia
$12.1K +$5.31K +95,521 +78%
AssetMark Inc
433
AssetMark Inc
California
$12K +$12K +214 New
PA
434
Parallel Advisors
California
$11K +$1.02K +19 +10%
CFO
435
CVA Family Office
Colorado
$10K +$10K +175 New
CCM
436
Chilton Capital Management
Texas
$9K +$9K +159 New
ARMC
437
American Research & Management Company
Massachusetts
$8K – – –
AS
438
Altshuler Shaham
Israel
$7K -$1.18K -23 -14%
LWA
439
Lenox Wealth Advisors
New York
$7K +$7K +125 New
S
440
SignatureFD
Georgia
$7K +$7K +128 New
PFGIA
441
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
BIA
442
Bell Investment Advisors
California
$5K +$5K +94 New
DFCM
443
Dark Forest Capital Management
Puerto Rico
$4K +$757 +14 +23%
HI
444
Harbour Investments
Wisconsin
$2K -$68.5K -1,335 -97%
CCM
445
Cribstone Capital Management
Maine
$2K – – –
EWA
446
EverSource Wealth Advisors
Alabama
$2K +$2K +28 New
MAM
447
Mystic Asset Management
Rhode Island
$2K +$2K +43 New
CA
448
CoreCap Advisors
Michigan
$2K +$2K +45 New
CP
449
Castleview Partners
Texas
$2K +$2K +109,800 New
FHA
450
First Horizon Advisors
Tennessee
$1K – – –
16 17
18
19 20