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Carlyle Group
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Overview Fund Activity

459 hedge funds and large institutions have $9.79B invested in Carlyle Group in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 160 increasing their positions, 128 reducing their positions, and 31 closing their positions.

Holders
459
Holders Change
+66
Holders Change %
+16.79%
% of All Funds
7.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
102
Increased
160
Reduced
128
Closed
31
Calls
$184M
Puts
$36.9M
Net Calls
+$147M
Net Calls Change
+$100M

Top Buyers

1
BlackRock
1
BlackRock
New York
$782M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$162M
3
Deutsche Bank
3
Deutsche Bank
Germany
$166M
4
Morgan Stanley
4
Morgan Stanley
New York
$1B
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$482M

Top Sellers

1
Jane Street
1
Jane Street
New York
$380K
2
SC
2
Samlyn Capital
New York
$169M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$16.4M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
76
1832 Asset Management
Ontario, Canada
$13.9M – – –
Federated Hermes
77
Federated Hermes
Pennsylvania
$13.7M +$13.7M +249,051 +38,257%
Connor, Clark & Lunn Investment Management (CC&L)
78
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.7M -$4.06M -73,878 -24%
Hudson Bay Capital Management
79
Hudson Bay Capital Management
Connecticut
$12.6M -$6.04M -110,000 -32%
EIP
80
Epoch Investment Partners
New York
$12.5M +$13.9K +254 +0.1%
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$12.5M +$5.44M +99,122 +77%
BWFA
82
Baltimore-Washington Financial Advisors
Maryland
$12.2M -$2.6M -55,038 Closed
Victory Capital Management
83
Victory Capital Management
Texas
$12.1M -$260K -4,741 -2%
FCM
84
Frontier Capital Management
Massachusetts
$11.6M -$164K -2,987 -1%
FC
85
Full18 Capital
Connecticut
$11.3M +$3.44M +61,185 +43%
PFMOSF
86
Philadelphia Financial Management of San Francisco
California
$11M +$11M +200,133 New
Franklin Resources
87
Franklin Resources
California
$10.2M +$8M +145,783 +367%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$9.42M -$1.21K -22 -0%
AllianceBernstein
89
AllianceBernstein
Tennessee
$9.38M +$1.52M +27,641 +19%
SMG
90
Spectrum Management Group
Indiana
$9.04M +$203K +3,693 +2%
Mackenzie Financial
91
Mackenzie Financial
Ontario, Canada
$8.88M +$8.88M +161,770 New
CM
92
Caption Management
Oklahoma
$8.63M +$8.63M +157,200 New
PWP
93
Perfromance Wealth Partners
Illinois
$8.52M +$8.52M +155,166 New
AAF
94
Andra AP-fonden
Sweden
$8.44M +$2.36M +42,900 +39%
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$8.43M +$314K +5,717 +4%
ET
96
Equitable Trust
Tennessee
$8.24M -$270K -4,924 -3%
Citigroup
97
Citigroup
New York
$8.04M +$450K +8,192 +6%
Ameriprise
98
Ameriprise
Minnesota
$8.02M +$4.64M +84,874 +138%
RJA
99
Raymond James & Associates
Florida
$7.88M -$1.88M -34,153 -19%
Ensign Peak Advisors
100
Ensign Peak Advisors
Utah
$7.84M +$7.84M +142,860 New
2 3
4
5 6