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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
26
BAMCO Inc
New York
$94.3M 1,867,253 – –
Raymond James Financial
27
Raymond James Financial
Florida
$83.8M 1,659,413 +1,659,413 New
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$79.7M 1,579,178 +312,909 +25%
DAM
29
Davis Asset Management
California
$75.7M 1,500,000 – –
Millennium Management
30
Millennium Management
New York
$75.4M 1,493,167 +912,962 +157%
Charles Schwab
31
Charles Schwab
California
$71M 1,406,201 +14,024 +1%
MG
32
Markel Group
Virginia
$67M 1,327,000 – –
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$66.6M 1,318,766 +587,173 +80%
UBS AM
34
UBS AM
Illinois
$58.7M 1,163,334 -241,872 -17%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$55.1M 1,091,923 +433,879 +66%
Deutsche Bank
36
Deutsche Bank
Germany
$52.6M 1,041,816 +744,238 +250%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$49.5M 979,411 -940,028 -49%
Brown Advisory
38
Brown Advisory
Maryland
$44.5M 882,176 -412,493 -32%
Norges Bank
39
Norges Bank
Norway
$44.5M 882,006 +882,006 New
Goldman Sachs
40
Goldman Sachs
New York
$41M 812,441 -114,659 -12%
Bank of America
41
Bank of America
North Carolina
$38.6M 764,394 +30,386 +4%
PCM
42
Polaris Capital Management
Massachusetts
$37.6M 745,000 -26,300 -3%
LCP
43
LGT Capital Partners
Switzerland
$37.4M 741,000 -175,000 -19%
Citadel Advisors
44
Citadel Advisors
Florida
$35.6M 704,537 +700,239 +16,292%
PMG
45
Private Management Group
California
$35.2M 697,950 -6,200 -0.9%
Invesco
46
Invesco
Georgia
$32.9M 650,735 +57,606 +10%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$30.6M 605,842 +7,218 +1%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$25.7M 509,538 +7,891 +2%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$24.9M 493,357 -200,188 -29%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$24.6M 487,419 +71,854 +17%
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