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Carlyle Group

316 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
91
Reduced
113
Closed
30
Calls
$71.9M
Puts
$10.7M
Net Calls
+$61.1M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
151
Jeppson Wealth Management
California
$1.03M -$24K -654 -2%
UH
152
Unigestion Holding
Switzerland
$1.02M +$217K +5,910 +27%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$949K -$51.4K -1,400 -5%
ANRIA
154
American National Registered Investment Advisor
Texas
$938K -$478 -13 -0.1%
Russell Investments Group
155
Russell Investments Group
United Kingdom
$935K -$76.1K -2,057 -8%
Korea Investment Corp
156
Korea Investment Corp
South Korea
$930K +$923K +25,100 +12,550%
BPC
157
Banque Pictet & Cie
Switzerland
$919K
GIBU
158
Gulf International Bank (UK)
United Kingdom
$904K -$373K -10,150 -29%
MFS
159
Mirabella Financial Services
United Kingdom
$904K +$904K +24,585 New
First Trust Advisors
160
First Trust Advisors
Illinois
$901K +$901K +24,518 New
Nomura Asset Management
161
Nomura Asset Management
Japan
$886K +$36.8K +1,000 +4%
WSTAM
162
Wilbanks Smith & Thomas Asset Management
Virginia
$883K
BCIM
163
British Columbia Investment Management
British Columbia, Canada
$849K -$31.9K -869 -4%
URS
164
Utah Retirement Systems
Utah
$831K -$36.8K -1,000 -4%
BRWA
165
B. Riley Wealth Advisors
Florida
$831K +$135K +3,772 +19%
SRAM
166
Spouting Rock Asset Management
Pennsylvania
$780K +$780K +21,217 New
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$775K +$775K +21,083 New
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$739K
Mirae Asset Global Investments
169
Mirae Asset Global Investments
South Korea
$738K -$240K -6,544 -25%
Toronto Dominion Bank
170
Toronto Dominion Bank
Ontario, Canada
$702K -$264K -7,167 -27%
VOYA Investment Management
171
VOYA Investment Management
Georgia
$697K -$27.6K -750 -4%
EH
172
Equitable Holdings
New York
$690K -$157K -4,275 -19%
HighTower Advisors
173
HighTower Advisors
Illinois
$680K +$770 +21 +0.1%
S
174
Seeyond
France
$679K +$335K +9,125 +97%
GBA
175
Garrison Bradford & Associates
New York
$674K -$111K -3,022 -14%