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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 %
Principal Financial Group
51
Principal Financial Group
Iowa
$24.4M 484,167 -3,339 -0.7%
Nuveen Asset Management
52
Nuveen Asset Management
Illinois
$24.4M 483,102 +26,773 +6%
PCM
53
Prana Capital Management
Connecticut
$23.6M 467,057 +82,730 +22%
SFM
54
Soros Fund Management
New York
$23.2M 459,585 +459,585 New
AssetMark Inc
55
AssetMark Inc
California
$22.9M 454,267 +121,264 +36%
Barclays
56
Barclays
United Kingdom
$22.5M 445,758 +57,511 +15%
WorldQuant Millennium Advisors
57
WorldQuant Millennium Advisors
New York
$21.6M 427,205 +1,431 +0.3%
SCM
58
Sirios Capital Management
Massachusetts
$21.5M 426,764 -45,142 -10%
AllianceBernstein
59
AllianceBernstein
Tennessee
$20.4M 403,359 +112,185 +39%
DRZID
60
DePrince Race & Zollo Inc (DRZ)
Florida
$20.3M 402,382 -415,278 -51%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$19.7M 391,130 -125,857 -24%
Walleye Capital
62
Walleye Capital
New York
$19.4M 383,266 -51,652 -12%
AAMU
63
AEGON Asset Management (UK)
United Kingdom
$19.1M 379,064 -14,404 -4%
Wells Fargo
64
Wells Fargo
California
$18.7M 370,192 -5,334 -1%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$18.6M 368,375 +9,514 +3%
FSA
66
Franklin Street Advisors
North Carolina
$17.7M 349,984 +349,984 New
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$17.5M 345,773 -20,647 -6%
PGH
68
Partners Group Holding
Switzerland
$17.2M 340,523 -95,189 -22%
OC
69
Oppenheimer & Co
New York
$16.6M 327,869 -14,543 -4%
DnB Asset Management
70
DnB Asset Management
Norway
$16M 317,323 +162,147 +104%
SIG
71
Sargent Investment Group
Maryland
$15.3M 302,385 +18,537 +7%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$14.9M 295,531 -62,911 -18%
JFG
73
Jefferies Financial Group
New York
$13.7M 270,612 +265,766 +5,484%
Canada Life
74
Canada Life
Manitoba, Canada
$13.7M 270,559 -14,053 -5%
ACL
75
Azora Capital LP
Florida
$13.3M 262,789 +262,789 New
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