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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
426
MJP Associates
Connecticut
$221K 4,373 +4,373 New
TPI
427
Trust Point Inc
Wisconsin
$216K 4,274 +4,274 New
Focus Partners Wealth
428
Focus Partners Wealth
Massachusetts
$215K 4,265 +4,265 New
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$215K 4,263 +396 +10%
BPCE
430
Bank Pictet & Cie (Europe)
Germany
$215K 4,250 +4,250 New
ARMT
431
Amica Retiree Medical Trust
Rhode Island
$211K 4,171 – –
TSMHT
432
Thurston Springer Miller Herd & Titak
Indiana
$202K 4,008 – –
BSHC
433
Breed's Hill Capital
Massachusetts
$202K 4,000 +4,000 New
HFM
434
Harvest Fund Management
China
$201K 3,984 +3,984 New
A
435
AlphaQuest
New York
$198K 3,916 -15,226 -80%
PAM
436
Paradigm Asset Management
New York
$192K 3,800 +3,800 New
WPWM
437
Western Pacific Wealth Management
Illinois
$182K 3,613 +329 +10%
O
438
Ossiam
France
$173K 3,418 -21,975 -87%
RAM
439
Riggs Asset Management
Pennsylvania
$162K 3,201 +3,201 New
Optiver Holding
440
Optiver Holding
Netherlands
$148K 2,935 +488 +20%
RAM
441
Ramirez Asset Management
New York
$141K 2,800 – –
Jones Financial Companies
442
Jones Financial Companies
Missouri
$130K 2,569 +2,469 +2,469%
BC
443
Barrett & Company
Rhode Island
$129K 2,550 – –
SSB
444
Sandy Spring Bank
Maryland
$126K 2,542 – –
WSC
445
Wellington Shields & Co
New York
$117K 2,315 +570 +33%
LFG
446
Larson Financial Group
Missouri
$115K 2,274 +119 +6%
TVWM
447
Tower View Wealth Management
Wisconsin
$111K 2,198 +12 +0.5%
SS
448
Sunbelt Securities
Texas
$101K 2,000 +1,000 +100%
CWP
449
Concord Wealth Partners
Virginia
$101K 2,000 – –
CTC
450
Central Trust Company
Missouri
$96.9K 1,920 +1,920 New
16 17
18
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