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Carlyle Group
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Overview Fund Activity

290 hedge funds and large institutions have $3.93B invested in Carlyle Group in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 34 closing their positions.

Holders
290
Holders Change
+29
Holders Change %
+11.11%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
64
Increased
98
Reduced
87
Closed
34
Calls
$96M
Puts
$16.6M
Net Calls
+$79.4M
Net Calls Change
-$4.49M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$72.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$479M
3
Millennium Management
3
Millennium Management
New York
$40.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$352M
5
SC
5
Samlyn Capital
New York
$36.4M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$286M
2
AIM
2
Artemis Investment Management
United Kingdom
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$50.3M
4
SSA
4
Schonfeld Strategic Advisors
New York
$14.4M
5
Bank of America
5
Bank of America
North Carolina
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
101
Canada Life
Manitoba, Canada
$2.06M -$39.7K -1,266 -2%
SC
102
Slow Capital
California
$2.02M -$48.4K -1,541 -2%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$2.02M -$197K -6,280 -9%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$1.99M +$133K +4,230 +7%
SPC
105
Sigma Planning Corp
Michigan
$1.98M -$8.93K -284 -0.4%
PAMU
106
Pictet Asset Management (UK)
United Kingdom
$1.91M +$44.1K +1,403 +2%
KOCAA
107
Knights of Columbus Asset Advisors
Connecticut
$1.84M -$2.26M -71,996 -55%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.82M +$398K +12,674 +28%
CC
109
Cipher Capital
New York
$1.8M +$1.8M +57,163 New
MCM
110
McKinley Capital Management
Alaska
$1.79M -$110K -3,486 -6%
ECA
111
Elevated Capital Advisors
Utah
$1.67M -$89K -2,832 -5%
LPL Financial
112
LPL Financial
California
$1.66M +$45.2K +1,437 +3%
AAMU
113
Amundi Asset Management US
Massachusetts
$1.62M +$80.5K +2,562 +5%
Holocene Advisors
114
Holocene Advisors
New York
$1.58M +$280K +8,892 +22%
Man Group
115
Man Group
United Kingdom
$1.58M -$1.92M -60,945 -55%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$1.54M – – –
Rafferty Asset Management
117
Rafferty Asset Management
New York
$1.54M +$275K +8,759 +22%
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$1.52M -$1.07M -34,126 -41%
IA
119
IFP Advisors
Florida
$1.46M +$47.5K +1,516 +3%
CMANY
120
Capital Management Associates (New York)
New York
$1.44M +$341K +10,850 +31%
BBVA
121
Banco Bilbao Vizcaya Argentaria
Spain
$1.42M – – –
SAS
122
Stelac Advisory Services
New York
$1.39M +$21K +669 +2%
DADC
123
D.A. Davidson & Co
Montana
$1.39M +$62.9K +2,000 +5%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$1.37M +$22.3K +710 +2%
QSS
125
Quantitative Systematic Strategies
Florida
$1.36M +$1.36M +43,302 New
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5
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