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Carlyle Group
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Overview Fund Activity

427 hedge funds and large institutions have $6.36B invested in Carlyle Group in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 64 closing their positions.

Holders
427
Holders Change
+11
Holders Change %
+2.64%
% of All Funds
6.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
80
Increased
164
Reduced
121
Closed
64
Calls
$49.5M
Puts
$59.8M
Net Calls
-$10.3M
Net Calls Change
-$21.4M

Top Buyers

1
AI
1
Ariel Investments
Illinois
$87.3M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$84.9M
3
N
3
Natixis
France
$115M
4
Morgan Stanley
4
Morgan Stanley
New York
$737M
5
Goldman Sachs
5
Goldman Sachs
New York
$106M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$66.2M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$40.3M
3
VVP
3
Vulcan Value Partners
Alabama
$377M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$21.4M +$9.64M +323,058 +82%
TC
52
TwinBeech Capital
New York
$21.2M +$4.09M +136,916 +24%
Victory Capital Management
53
Victory Capital Management
Texas
$19.6M -$1.68M -56,293 -8%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$19M +$5.71M +191,402 +43%
UBS AM
55
UBS AM
Illinois
$18.5M -$111K -3,719 -0.6%
PAM
56
Panagora Asset Management
Massachusetts
$18.4M +$18M +603,996 +4,305%
CWM
57
CIBC World Markets
New York
$18.4M – – –
Deutsche Bank
58
Deutsche Bank
Germany
$17.9M +$3.43M +115,091 +24%
Prudential Financial
59
Prudential Financial
New Jersey
$17.8M +$17.1M +572,485 +2,496%
Renaissance Technologies
60
Renaissance Technologies
New York
$17.3M -$17.3M -581,100 -50%
PGH
61
Partners Group Holding
Switzerland
$17.1M +$1.99M +66,571 +13%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$16.5M -$409K -13,709 -2%
PI
63
Putnam Investments
Massachusetts
$15.9M +$9.05M +303,173 +131%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$15.9M +$139K +4,649 +0.9%
IG
65
ING Group
Netherlands
$14.9M +$7.25M +243,000 +95%
Walleye Capital
66
Walleye Capital
New York
$14.5M +$14.5M +487,335 New
P2P
67
Phase 2 Partners
California
$14.4M +$3.31M +111,057 +30%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$14.2M -$6.19M -207,318 -30%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$13.8M -$638K -21,392 -4%
A
70
AustralianSuper
Australia
$13.6M -$2.52M -83,914 -16%
CCM
71
Channing Capital Management
Illinois
$12.9M +$12.9M +431,187 New
WorldQuant Millennium Advisors
72
WorldQuant Millennium Advisors
New York
$12.8M +$5.92M +198,376 +86%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$12M +$318K +10,643 +3%
OC
74
Oppenheimer & Co
New York
$11.7M +$943K +31,608 +9%
Wells Fargo
75
Wells Fargo
California
$11.4M -$1.92M -64,480 -14%
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