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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 %
PFBT
451
Parkside Financial Bank & Trust
Missouri
$3.83K 94 -3 -3%
JWA
452
JFS Wealth Advisors
Pennsylvania
$3.26K 80 -27 -25%
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$3.26K 80 +80 New
CT
454
Colonial Trust
South Carolina
$3.21K 77
CAL
455
Capital Advisors Ltd
Ohio
$3K 65 -1 -2%
Nisa Investment Advisors
456
Nisa Investment Advisors
Missouri
$2.85K 70 -6,130 -99%
PWMG
457
Private Wealth Management Group
New Jersey
$2.61K 64 +64 New
OLVIG
458
Oliver Lagore Vanvalin Investment Group
Michigan
$2.57K 63 +1 +2%
Lazard Asset Management
459
Lazard Asset Management
New York
$2K 56
AW
460
Avion Wealth
Texas
$2K 38 +38 New
BWM
461
Baystate Wealth Management
Massachusetts
$1.83K 45 +45 New
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$1.59K 39 -570 -94%
SIC
463
SJS Investment Consulting
Ohio
$1.47K 36 -1 -3%
QCG
464
Quadrant Capital Group
Ohio
$977 24 -14 -37%
IA
465
IFS Advisors
Kansas
$908 22
DPW
466
DiNuzzo Private Wealth
Pennsylvania
$814 20 +20 New
MFT
467
Moisand Fitzgerald Tamayo
Florida
$619 121 +121 New
B
468
Birchbrook
Maine
$271 53 +53 New
CHA
469
Carmichael Hill & Associates
Maryland
$62 12 +12 New
SBLIC
470
Security Benefit Life Insurance Company
Kansas
-2,617,691 Closed
GCM
471
Ghisallo Capital Management
Massachusetts
-650,000 Closed
MMA
472
Mizuho Markets Americas
New York
-552,989 Closed
Renaissance Technologies
473
Renaissance Technologies
New York
-192,000 Closed
HF
474
HRT Financial
New York
-161,996 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
475
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-89,203 Closed