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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
Asset Management One
126
Asset Management One
Japan
$4.41M 86,696 +4,936 +6%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$4.4M 87,232 -2,461 -3%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$4.38M 86,763 – –
TYCC
129
Texas Yale Capital Corp
Florida
$4.34M 85,889 +660 +0.8%
Nomura Asset Management
130
Nomura Asset Management
Japan
$4.25M 84,251 +16,439 +24%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$4.23M 83,715 +83,715 New
MIIM
132
Mesirow Institutional Investment Management
Illinois
$4.13M 81,771 -2,940 -3%
DDPIC
133
Deroy & Devereaux Private Investment Counsel
Michigan
$4.08M 80,820 +225 +0.3%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$4.03M 79,793 +10,836 +16%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$4.01M 79,374 -949 -1%
PFSRSONJ
136
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.99M 79,019 +79,019 New
CPIG
137
Chicago Partners Investment Group
Illinois
$3.97M 75,928 +75,928 New
US Bancorp
138
US Bancorp
Minnesota
$3.92M 77,702 -172 -0.2%
CM
139
CastleKnight Management
New York
$3.91M 77,500 +60,800 +364%
YCM
140
Yousif Capital Management
Michigan
$3.88M 76,815 -2,757 -3%
OL
141
one8zero8 LLC
North Carolina
$3.87M 76,658 +76,658 New
ACM
142
Aquatic Capital Management
Illinois
$3.82M 75,569 +75,569 New
Victory Capital Management
143
Victory Capital Management
Texas
$3.81M 75,420 +35,437 +89%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.8M 75,210 -4,306 -5%
LF
145
Lansforsakringar Fondforvaltning
Sweden
$3.75M 74,221 +74,221 New
Neuberger Berman Group
146
Neuberger Berman Group
New York
$3.73M 73,801 +13,360 +22%
AAF
147
Andra AP-fonden
Sweden
$3.73M 73,800 -13,900 -16%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$3.71M 73,436 +356 +0.5%
CII
149
Capital International Inc
California
$3.6M 71,254 +20,744 +41%
Cerity Partners
150
Cerity Partners
New York
$3.58M 71,276 -277 -0.4%
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