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Carlyle Group
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Overview Fund Activity

427 hedge funds and large institutions have $6.36B invested in Carlyle Group in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+11
Holders Change %
+2.64%
% of All Funds
6.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
80
Increased
164
Reduced
121
Closed
64
Calls
$49.5M
Puts
$59.8M
Net Calls
-$10.3M
Net Calls Change
-$21.4M

Top Buyers

1
AI
Ariel Investments
Illinois
$87.3M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$84.9M
3
N
Natixis
France
$115M
4
Morgan Stanley
Morgan Stanley
New York
$737M
5
Goldman Sachs
Goldman Sachs
New York
$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$66.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$40.3M
3
VVP
Vulcan Value Partners
Alabama
$377M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39M
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
451
Equitable Holdings
New York
– -$653K -25,274 Closed
VF
452
Virtu Financial
New York
– -$635K -24,563 Closed
Wolverine Trading
453
Wolverine Trading
Illinois
– -$600K -22,848 Closed
KA
454
Kercheville Advisors
Texas
– -$584K -22,600 Closed
FC
455
FORA Capital
Florida
– -$516K -19,953 Closed
SG Americas Securities
456
SG Americas Securities
New York
– -$472K -18,260 Closed
SW
457
SteelPeak Wealth
California
– -$438K -16,960 Closed
OFS
458
OneAscent Financial Services
Alabama
– -$432K -16,735 Closed
AIP
459
Ameritas Investment Partners
Nebraska
– -$400K -15,500 Closed
CL
460
CSS LLC
Illinois
– -$388K -15,000 Closed
TP
461
Tranquility Partners
Tennessee
– -$387K -14,970 Closed
TSS
462
Two Sigma Securities
New York
– -$373K -14,452 Closed
DF
463
Donoghue Forlines
Massachusetts
– -$370K -14,337 Closed
OQS
464
Occudo Quantitative Strategies
Florida
– -$336K -13,022 Closed
PCM
465
Prelude Capital Management
New York
– -$336K -13,001 Closed
MFS
466
Mirabella Financial Services
United Kingdom
– -$336K -12,764 Closed
Natixis Advisors
467
Natixis Advisors
Massachusetts
– -$280K -10,827 Closed
Capital Fund Management (CFM)
468
Capital Fund Management (CFM)
France
– -$271K -10,490 Closed
RWM
469
Ritholtz Wealth Management
New York
– -$263K -10,171 Closed
Wellington Management Group
470
Wellington Management Group
Massachusetts
– -$241K -9,318 Closed
Fidelity International
471
Fidelity International
Bermuda
– -$166K -6,421 Closed
ALAM
472
Asahi Life Asset Management
Japan
– -$103K -4,000 Closed
M
473
MOTCO
Texas
– -$95K -3,667 Closed
HFM
474
Harvest Fund Management
China
– -$80K -3,114 Closed
AIM
475
Anchor Investment Management
South Carolina
– -$51.7K -2,000 Closed
16 17 18
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