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Carlyle Group
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Overview Fund Activity

441 hedge funds and large institutions have $6.03B invested in Carlyle Group in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 127 reducing their positions, and 89 closing their positions.

Holders
441
Holders Change
-42
Holders Change %
-8.7%
% of All Funds
7.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
203
Reduced
127
Closed
89
Calls
$47.7M
Puts
$49M
Net Calls
-$1.31M
Net Calls Change
+$34.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$720M
2
Norges Bank
2
Norges Bank
Norway
$130M
3
Morgan Stanley
3
Morgan Stanley
New York
$706M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$78.1M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$65.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$21.8M
2
SC
2
Samlyn Capital
New York
$0
3
Capital World Investors
3
Capital World Investors
California
$558M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$771K
5
SBLIC
5
Security Benefit Life Insurance Company
Kansas
$82.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$37.6M 1,186,940 +1,059,246 +830%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$34.4M 1,086,044 +62,132 +6%
LCP
28
LGT Capital Partners
Switzerland
$33.6M 1,060,000 +47,788 +5%
Brown Advisory
29
Brown Advisory
Maryland
$33M 1,043,484 -14,682 -1%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$31.7M 1,002,183 +550,275 +122%
PCM
31
Polaris Capital Management
Massachusetts
$31.2M 984,300 +984,300 New
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$30.3M 957,180 +946,931 +9,239%
First Trust Advisors
33
First Trust Advisors
Illinois
$30M 947,966 +160,084 +20%
Charles Schwab
34
Charles Schwab
California
$29.3M 926,128 +76,175 +9%
CS
35
Credit Suisse
Switzerland
$26.3M 832,278 +154,729 +23%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$25.4M 801,315 +6,170 +0.8%
EVM
37
Eaton Vance Management
Massachusetts
$24.9M 786,531 +75,989 +11%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$24.7M 781,518 -5,287 -0.7%
UBS AM
39
UBS AM
Illinois
$23.4M 739,718 +238,716 +48%
SSA
40
Schonfeld Strategic Advisors
New York
$22.7M 716,257 +562,858 +367%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$22.6M 714,584 +127,708 +22%
Wells Fargo
42
Wells Fargo
California
$22.4M 708,011 +34,253 +5%
Deutsche Bank
43
Deutsche Bank
Germany
$21.8M 688,445 -6,181,347 -90%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$19.7M 622,053 -196,889 -24%
CWM
45
CIBC World Markets
New York
$19.6M 618,000 – –
N
46
Natixis
France
$19.4M 612,599 -349,287 -36%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$17.7M 559,700 -40,300 -7%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$17.6M 554,338 +117,731 +27%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$17.4M 550,426 -64,255 -10%
Marshall Wace
50
Marshall Wace
United Kingdom
$17.3M 546,765 +546,765 New
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