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Carlyle Group
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Overview Fund Activity

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
Morgan Stanley
2
Morgan Stanley
New York
$966M
3
State Street
3
State Street
Massachusetts
$322M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$452M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$321M
2
SBLIC
2
Security Benefit Life Insurance Company
Kansas
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.9M
4
VVP
4
Vulcan Value Partners
Alabama
$343M
5
Norges Bank
5
Norges Bank
Norway
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$56.5M 1,389,670 +61,782 +5%
MG
27
Markel Group
Virginia
$54M 1,327,000 – –
Brown Advisory
28
Brown Advisory
Maryland
$51.8M 1,274,167 -153,655 -11%
Barclays
29
Barclays
United Kingdom
$51.1M 1,255,554 +776,842 +162%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$42.1M 1,034,230 +353,349 +52%
DRZID
31
DePrince Race & Zollo Inc (DRZ)
Florida
$35.7M 877,387 -9,787 -1%
Invesco
32
Invesco
Georgia
$34.1M 837,582 +277,469 +50%
FCM
33
Frontier Capital Management
Massachusetts
$33.4M 820,615 +578,142 +238%
Holocene Advisors
34
Holocene Advisors
New York
$32.7M 802,959 +539,009 +204%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$32.7M 802,880 -75,418 -9%
Principal Financial Group
36
Principal Financial Group
Iowa
$32.3M 794,438 +777,863 +4,693%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$31.7M 779,412 -463,823 -37%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$30.9M 759,498 -1,658,596 -69%
Alyeska Investment Group
39
Alyeska Investment Group
Illinois
$28.5M 701,494 +701,494 New
UBS AM
40
UBS AM
Illinois
$27.4M 674,520 +40,414 +6%
CS
41
Credit Suisse
Switzerland
$27.2M 668,401 -9,836 -1%
PCM
42
Polaris Capital Management
Massachusetts
$26.8M 659,800 -13,600 -2%
WorldQuant Millennium Advisors
43
WorldQuant Millennium Advisors
New York
$26.6M 652,889 +491,495 +305%
PMG
44
Private Management Group
California
$25.4M 624,806 -84,753 -12%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$25.1M 617,014 +377,309 +157%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$25M 614,131 +49,988 +9%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$23.5M 576,657 +8,621 +2%
UBS Group
48
UBS Group
Switzerland
$23.4M 575,014 -60,237 -9%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23M 565,814 +225,985 +66%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$20.3M 498,759 -4,125 -0.8%
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