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Carlyle Group
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Overview Fund Activity

290 hedge funds and large institutions have $3.93B invested in Carlyle Group in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 34 closing their positions.

Holders
290
Holders Change
+29
Holders Change %
+11.11%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
64
Increased
98
Reduced
87
Closed
34
Calls
$96M
Puts
$16.6M
Net Calls
+$79.4M
Net Calls Change
-$4.49M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$72.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$479M
3
Millennium Management
3
Millennium Management
New York
$40.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$352M
5
SC
5
Samlyn Capital
New York
$36.4M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$286M
2
AIM
2
Artemis Investment Management
United Kingdom
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$50.3M
4
SSA
4
Schonfeld Strategic Advisors
New York
$14.4M
5
Bank of America
5
Bank of America
North Carolina
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$21.9M -$511K -16,267 -2%
PGH
27
Partners Group Holding
Switzerland
$21.3M +$882K +28,043 +4%
Jane Street
28
Jane Street
New York
$20.2M +$19.8M +630,796 +5,205%
UBS AM
29
UBS AM
Illinois
$18.4M +$3.67M +116,742 +25%
SEI Investments
30
SEI Investments
Pennsylvania
$17.1M -$758K -24,117 -4%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$16.4M +$4.28M +136,041 +35%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$15.5M +$966K +30,735 +7%
Charles Schwab
33
Charles Schwab
California
$15.4M +$321K +10,214 +2%
UBS Group
34
UBS Group
Switzerland
$15.3M -$1.36M -43,353 -8%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$14.7M -$1.87M -59,343 -11%
SSA
36
Schonfeld Strategic Advisors
New York
$14.4M -$8.2M -260,697 -36%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$13M +$13M +412,473 New
MCM
38
Moore Capital Management
New York
$13M +$13M +412,081 New
Wells Fargo
39
Wells Fargo
California
$12.3M -$50.7K -1,613 -0.4%
SIG
40
Sargent Investment Group
Maryland
$10.3M -$1.19M -37,797 -10%
PFMOSF
41
Philadelphia Financial Management of San Francisco
California
$10.1M -$1.42M -45,176 -12%
OC
42
Oppenheimer & Co
New York
$9.53M +$1.29M +40,893 +16%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$9.26M -$4.42M -140,549 -32%
Macquarie Group
44
Macquarie Group
Australia
$8.6M -$282K -8,980 -3%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$8.56M +$157K +4,978 +2%
N
46
Natixis
France
$8.46M +$1.57M +50,068 +23%
Allianz Asset Management
47
Allianz Asset Management
Germany
$8.36M +$692K +22,012 +9%
FCM
48
Frontier Capital Management
Massachusetts
$7.91M +$686K +21,814 +9%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$7.7M +$604K +19,210 +9%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$7.11M +$307K +9,756 +5%
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