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Carlyle Group
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Overview Fund Activity

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
Morgan Stanley
2
Morgan Stanley
New York
$966M
3
State Street
3
State Street
Massachusetts
$322M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$452M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$321M
2
SBLIC
2
Security Benefit Life Insurance Company
Kansas
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.9M
4
VVP
4
Vulcan Value Partners
Alabama
$343M
5
Norges Bank
5
Norges Bank
Norway
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
SSA
101
Schonfeld Strategic Advisors
New York
$5.03M 123,591 +90,764 +276%
KBC Group
102
KBC Group
Belgium
$4.97M 122,214 -21,354 -15%
MIM
103
MetLife Investment Management
New Jersey
$4.96M 121,957 +117,774 +2,816%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$4.91M 120,758 +67 +0.1%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$4.66M 114,534 – –
SG Americas Securities
106
SG Americas Securities
New York
$4.56M 111,957 +86,914 +347%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$4.54M 111,532 -4,072 -4%
PCM
108
Prana Capital Management
Connecticut
$4.4M 108,023 +108,023 New
CLOS
109
Compagnie Lombard Odier SCmA
Switzerland
$4.35M 107,005 – –
CCM
110
Cinctive Capital Management
New York
$4.33M 106,474 +106,474 New
RJFSA
111
Raymond James Financial Services Advisors
Florida
$4.3M 105,610 -13,158 -11%
American Century Companies
112
American Century Companies
Missouri
$4.3M 105,556 -43,327 -29%
DPAM
113
Degroof Petercam Asset Management
Belgium
$4.25M 104,500 +104,500 New
ET
114
Equitable Trust
Tennessee
$4.24M 104,223 -247 -0.2%
YCM
115
Yousif Capital Management
Michigan
$4.2M 103,313 +103,313 New
Mitsubishi UFJ Asset Management
116
Mitsubishi UFJ Asset Management
Japan
$4.12M 105,438 +20,846 +25%
SO
117
STRS Ohio
Ohio
$4.08M 100,350 -17,519 -15%
SLG
118
Stanley-Laman Group
Pennsylvania
$4.04M 99,336 -6,134 -6%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.02M 98,802 +7,233 +8%
FAF
120
Fjarde Ap-fonden
Sweden
$4.02M 98,765 -3,200 -3%
RA
121
Royce & Associates
New York
$3.96M 97,269 -11 -0%
ANTB
122
AMG National Trust Bank
Colorado
$3.95M 97,133 -354 -0.4%
NL
123
NWAM LLC
Washington
$3.95M 97,090 -21,620 -18%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$3.87M 95,047 +6,276 +7%
LPL Financial
125
LPL Financial
California
$3.84M 94,414 +12,907 +16%
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5
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