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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 Market Value Shares Shares
Change 		Shares
Change %
Amundi
76
Amundi
France
$10.7M 324,081 +2,220 +0.7%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$10.5M 350,471 +15,009 +4%
SIG
78
Sargent Investment Group
Maryland
$9.81M 328,675 +10,695 +3%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$9.55M 315,970 +44,963 +17%
SIA
80
Sit Investment Associates
Minnesota
$8.85M 296,680 +168,537 +132%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$8.75M 293,174 -180,926 -38%
FCM
82
Frontier Capital Management
Massachusetts
$8.05M 269,759 -797 -0.3%
DnB Asset Management
83
DnB Asset Management
Norway
$7.28M 244,123 +23,906 +11%
BC
84
Brookfield Corp
Ontario, Canada
$6.96M 233,185 +109,494 +89%
SGA
85
Strategic Global Advisors
California
$6.69M 224,276 -4,280 -2%
Barclays
86
Barclays
United Kingdom
$6.68M 223,826 -439,569 -66%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$6.66M 223,067 +11,611 +5%
Squarepoint
88
Squarepoint
New York
$6.44M 215,744 +7,081 +3%
RJA
89
Raymond James & Associates
Florida
$6.38M 213,903 -6,934 -3%
Franklin Resources
90
Franklin Resources
California
$6.03M 201,912 -6,156 -3%
Bessemer Group
91
Bessemer Group
New Jersey
$5.97M 200,000 – –
CCM
92
Cinctive Capital Management
New York
$5.54M 185,544 +2,241 +1%
Federated Hermes
93
Federated Hermes
Pennsylvania
$5.26M 176,389 -85,041 -33%
Canada Life
94
Canada Life
Manitoba, Canada
$5.22M 174,284 +45,820 +36%
GCM
95
Gator Capital Management
Florida
$5.21M 174,475 +174,475 New
BWFA
96
Baltimore-Washington Financial Advisors
Maryland
$5.05M 169,293 -32,251 -16%
Skandinaviska Enskilda Banken (SEB)
97
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.04M 168,903 -200,910 -54%
Aviva
98
Aviva
United Kingdom
$4.99M 167,372 -21,711 -11%
American Century Companies
99
American Century Companies
Missouri
$4.98M 166,813 +31,459 +23%
COLIM
100
City of London Investment Management
United Kingdom
$4.84M 162,315 +40,270 +33%
2 3
4
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