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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.

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

Top Sellers

1
Capital World Investors
Capital World Investors
California
$286M
2
AIM
Artemis Investment Management
United Kingdom
$0
3
Neuberger Berman Group
Neuberger Berman Group
New York
$50.3M
4
SSA
Schonfeld Strategic Advisors
New York
$14.4M
5
Bank of America
Bank of America
North Carolina
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCIM
151
British Columbia Investment Management
British Columbia, Canada
$753K -$6.54K -208 -0.9%
CG
152
Colony Group
Massachusetts
$753K +$753K +23,963 New
URS
153
Utah Retirement Systems
Utah
$742K +$40.9K +1,300 +6%
HMC
154
Harvard Management Company
Massachusetts
$742K +$742K +23,600 New
Nomura Asset Management
155
Nomura Asset Management
Japan
$726K – – –
EH
156
Equitable Holdings
New York
$724K +$133K +4,225 +22%
UH
157
Unigestion Holding
Switzerland
$686K -$351K -11,171 -34%
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$678K -$168K -5,356 -20%
GBA
159
Garrison Bradford & Associates
New York
$671K – – –
Ameriprise
160
Ameriprise
Minnesota
$648K +$115K +3,640 +21%
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$632K – – –
VOYA Investment Management
162
VOYA Investment Management
Georgia
$620K -$31.1K -989 -5%
BRWA
163
B. Riley Wealth Advisors
Florida
$611K -$66.4K -2,113 -10%
HighTower Advisors
164
HighTower Advisors
Illinois
$583K -$158K -5,034 -21%
AF
165
Advisornet Financial
Minnesota
$580K -$7.95K -253 -1%
KAS
166
Kestra Advisory Services
Texas
$580K +$200K +6,359 +52%
SEC
167
Seven Eight Capital
New York
$578K +$578K +18,400 New
DAC
168
Dividend Assets Capital
South Carolina
$572K – – –
NSIM
169
North Star Investment Management
Illinois
$556K – – –
PPA
170
Parametric Portfolio Associates
Washington
$552K +$552K +17,564 New
AWA
171
Arete Wealth Advisors
Illinois
$551K +$31.4K +1,000 +6%
NAM
172
Nissay Asset Management
Japan
$539K +$12.3K +390 +2%
TCM
173
Tanaka Capital Management
New York
$531K – – –
KPWS
174
Kestra Private Wealth Services
Texas
$526K +$29.5K +940 +6%
CAM
175
Carret Asset Management
New York
$522K -$3.15K -100 -0.6%
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