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Carlyle Group
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Overview Fund Activity

483 hedge funds and large institutions have $9.23B invested in Carlyle Group in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 61 closing their positions.

Holders
483
Holders Change
+24
Holders Change %
+5.23%
% of All Funds
7.64%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
91
Increased
201
Reduced
127
Closed
61
Calls
$38M
Puts
$73.7M
Net Calls
-$35.7M
Net Calls Change
-$182M

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$205M
2
Deutsche Bank
2
Deutsche Bank
Germany
$336M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$555M
4
Morgan Stanley
4
Morgan Stanley
New York
$991M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$74.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$59M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.25M
3
SC
3
Samlyn Capital
New York
$91.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$712K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$12M 245,023 +245,023 New
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$10.8M 220,109 -76,775 -26%
FCM
78
Frontier Capital Management
Massachusetts
$10.3M 211,402 -775 -0.4%
AllianceBernstein
79
AllianceBernstein
Tennessee
$9.57M 195,631 +24,832 +15%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$9.29M 190,024 +18,481 +11%
Franklin Resources
81
Franklin Resources
California
$9.16M 187,232 +1,720 +0.9%
Mackenzie Financial
82
Mackenzie Financial
Ontario, Canada
$9.14M 186,886 +25,116 +16%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$9.12M 186,405 +43,545 +30%
LPL Financial
84
LPL Financial
California
$9.06M 185,324 -88,265 -32%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
85
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.98M 183,614 +158,100 +620%
Citigroup
86
Citigroup
New York
$8.21M 167,924 +21,516 +15%
Verition Fund Management
87
Verition Fund Management
Connecticut
$8.13M 166,151 +91,742 +123%
Man Group
88
Man Group
United Kingdom
$8.01M 163,826 -120,660 -42%
AIMCA
89
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.01M 163,800 +163,800 New
BCM
90
Basswood Capital Management
New York
$7.79M 159,174 +112,410 +240%
PWP
91
Perfromance Wealth Partners
Illinois
$7.77M 158,940 +3,774 +2%
ET
92
Equitable Trust
Tennessee
$7.68M 157,054 +7,008 +5%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$7.53M 161,242 -128,801 -44%
SSA
94
Schonfeld Strategic Advisors
New York
$7.5M 153,399 -769,001 -83%
PPA
95
Parametric Portfolio Associates
Washington
$7.01M 143,382 +85,142 +146%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$6.83M 139,700 +38,900 +39%
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
$6.68M 136,491 -17,007 -11%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$6.45M 130,922 +97,625 +293%
RJA
99
Raymond James & Associates
Florida
$6.43M 131,425 -12,181 -8%
SIA
100
Sit Investment Associates
Minnesota
$6.43M 131,413 +27,938 +27%
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