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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 %
Two Sigma Investments
576
Two Sigma Investments
New York
– – -30,900 Closed
Public Sector Pension Investment Board (PSP Investments)
577
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– – -30,572 Closed
EI
578
Ethic Inc
New York
– – -25,315 Closed
Alyeska Investment Group
579
Alyeska Investment Group
Illinois
– – -23,750 Closed
AIM
580
Aigen Investment Management
New York
– – -20,377 Closed
CC
581
Centiva Capital
New York
– – -19,829 Closed
FRM
582
Fox Run Management
Connecticut
– – -19,523 Closed
WWM
583
Whalen Wealth Management
Nevada
– – -16,704 Closed
DM
584
Deerfield Management
New York
– – -15,332 Closed
PP
585
Paloma Partners
Connecticut
– – -13,051 Closed
CCIA
586
Campbell & Co Investment Adviser
Maryland
– – -12,365 Closed
KWA
587
Kingswood Wealth Advisors
California
– – -10,950 Closed
AWS
588
Atria Wealth Solutions
New York
– – -8,887 Closed
ET
589
Entropy Technologies
New York
– – -8,858 Closed
NIM
590
Northeast Investment Management
Massachusetts
– – -8,125 Closed
YIH
591
Y-Intercept (HK)
Hong Kong
– – -7,560 Closed
OCBCO
592
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -6,661 Closed
UCFA
593
United Capital Financial Advisors
Texas
– – -5,825 Closed
BNP Paribas Asset Management
594
BNP Paribas Asset Management
France
– – -5,624 Closed
BP
595
Ballentine Partners
Massachusetts
– – -5,401 Closed
CFM
596
Catalyst Funds Management
Australia
– – -3,600 Closed
T
597
TOBAM
France
– – -890 Closed
ATS
598
Ashton Thomas Securities
New York
– – -415 Closed
CTA
599
Colonial Trust Advisors
South Carolina
– – -252 Closed
PCWA
600
Pacific Capital Wealth Advisors
California
– – -48 Closed
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