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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 %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$4.17M 85,204 +10,234 +14%
RA
127
Royce & Associates
New York
$4.07M 83,120 -10,700 -11%
TYCC
128
Texas Yale Capital Corp
Florida
$4.04M 82,505 +38 +0%
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$4.04M 82,505 +2,737 +3%
Rafferty Asset Management
130
Rafferty Asset Management
New York
$4M 81,676 -3,947 -5%
PI
131
Putnam Investments
Massachusetts
$3.96M 80,988 +80,988 New
Canada Life
132
Canada Life
Manitoba, Canada
$3.93M 75,888 +18,342 +32%
SEI Investments
133
SEI Investments
Pennsylvania
$3.9M 80,229 +3,535 +5%
Mitsubishi UFJ Trust & Banking
134
Mitsubishi UFJ Trust & Banking
Japan
$3.81M 77,919 -837 -1%
SC
135
Sierra Capital
Florida
$3.76M 76,766 +1 +0%
PFS
136
Prospera Financial Services
Texas
$3.72M 75,947 -11,958 -14%
KOCAA
137
Knights of Columbus Asset Advisors
Connecticut
$3.71M 79,571 +1,590 +2%
Stifel Financial
138
Stifel Financial
Missouri
$3.66M 74,844 -44,380 -37%
SO
139
STRS Ohio
Ohio
$3.66M 74,767 -739,946 -91%
NW
140
NewEdge Wealth
Pennsylvania
$3.64M 74,429 +66,560 +846%
CSS
141
Cubist Systematic Strategies
Connecticut
$3.63M 74,145 +21,353 +40%
CBA
142
Coastal Bridge Advisors
Connecticut
$3.59M 73,313 +1,750 +2%
ECM
143
ExodusPoint Capital Management
New York
$3.5M 71,520 +67,851 +1,849%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$3.45M 70,150 +4,182 +6%
IAN
145
Integrated Advisors Network
Texas
$3.45M 70,608 +70,608 New
LSAG
146
Lake Street Advisors Group
New Hampshire
$3.41M 69,677 +4,744 +7%
SMG
147
Spectrum Management Group
Indiana
$3.39M 69,321 -95,255 -58%
AA
148
ALPS Advisors
Colorado
$3.34M 68,347 +650 +1%
OSIA
149
O'Shares Investment Advisers
Massachusetts
$3.33M 68,149 +3,660 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
150
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.32M 67,900 -19,300 -22%
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