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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 %
EWM
426
Evermay Wealth Management
Virginia
$12.5K 308
AF
427
Allworth Financial
California
$12.2K 300 -55 -15%
TFGT
428
TS Financial Group (TSFG)
Illinois
$12K 300
HNB
429
Huntington National Bank
Ohio
$11.9K 292 +8 +3%
C
430
Covestor
United Kingdom
$11K 278 -495 -64%
NB
431
NBT Bank
New York
$10.8K 266 +266 New
PA
432
Parallel Advisors
California
$10.4K 255
CTA
433
Colonial Trust Advisors
South Carolina
$10.2K 252
AWM
434
Atticus Wealth Management
Florida
$10.2K 250
BTI
435
Blue Trust Inc
Georgia
$10K 305 +187 +158%
FMTCOCP
436
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K 238 +238 New
GWS
437
Glassman Wealth Services
Virginia
$9.24K 227 +41 +22%
GEA
438
Glen Eagle Advisors
New Jersey
$8.14K 200
MSG
439
Main Street Group
Virginia
$8.14K 200 +200 New
BGAI
440
Bruce G. Allen Investments
Colorado
$8.1K 199 +199 New
BIA
441
Bell Investment Advisors
California
$7.41K 182 +35 +24%
RIM
442
Rakuten Investment Management
Japan
$6.46K 155 +155 New
FHA
443
First Horizon Advisors
Tennessee
$6.35K 156
FFO
444
Fortitude Family Office
Arizona
$5.7K 140 +140 New
BHWM
445
Beaird Harris Wealth Management
Texas
$5.33K 131 +131 New
HI
446
Harbour Investments
Wisconsin
$5.01K 123 +123 New
PCMC
447
Planning Capital Management Corporation
Pennsylvania
$4.67K 128 +128 New
KFI
448
Key Financial Inc
Pennsylvania
$4.57K 112 +112 New
NFSG
449
Newbridge Financial Services Group
Florida
$4.07K 100 -200 -67%
LS
450
Livforsakringsbolaget Skandia
Sweden
$4.07K 100