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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 %
Axa
101
Axa
France
$4.68M 156,959 +87,898 +127%
AllianceBernstein
102
AllianceBernstein
Tennessee
$4.59M 153,948 -53,071 -26%
FAF
103
Fjarde Ap-fonden
Sweden
$4.51M 151,065 +25,800 +21%
TD Asset Management
104
TD Asset Management
Ontario, Canada
$4.47M 149,639 -8,490 -5%
SCM
105
SOL Capital Management
Maryland
$4.37M 146,330 +14,370 +11%
ET
106
Equitable Trust
Tennessee
$4.21M 140,922 -59,748 -30%
Connor, Clark & Lunn Investment Management (CC&L)
107
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.97M 133,192 +133,192 New
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$3.92M 131,385 -3,150 -2%
CCM
109
Callodine Capital Management
Massachusetts
$3.73M 125,000 +125,000 New
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$3.62M 121,224 +3,792 +3%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$3.54M 118,673 -2,711 -2%
Allspring Global Investments
112
Allspring Global Investments
North Carolina
$3.51M 117,780 -2,672 -2%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$3.49M 116,969 +25,359 +28%
SSA
114
Schonfeld Strategic Advisors
New York
$3.49M 116,854 -601,145 -84%
Citigroup
115
Citigroup
New York
$3.48M 116,748 -10,928 -9%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$3.46M 115,876 – –
WSCM
117
Wellington Shields Capital Management
New York
$3.44M 115,319 -197 -0.2%
AAF
118
Andra AP-fonden
Sweden
$3.41M 114,400 +20,500 +22%
GC
119
Gillson Capital
Illinois
$3.35M 112,142 -35,934 -24%
CLOS
120
Compagnie Lombard Odier SCmA
Switzerland
$3.3M 110,643 +2,638 +2%
RJFSA
121
Raymond James Financial Services Advisors
Florida
$3.26M 109,316 +3,664 +3%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$3.23M 108,332 -3,831 -3%
D.E. Shaw & Co
123
D.E. Shaw & Co
New York
$3.23M 108,168 -115,287 -52%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.21M 107,470 +64 +0.1%
SLG
125
Stanley-Laman Group
Pennsylvania
$3.15M 105,599 +17,779 +20%
3 4
5
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