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Carlyle Group
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Overview Fund Activity

459 hedge funds and large institutions have $9.79B invested in Carlyle Group in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 160 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+66
Holders Change %
+16.79%
% of All Funds
7.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
102
Increased
160
Reduced
128
Closed
31
Calls
$184M
Puts
$36.9M
Net Calls
+$147M
Net Calls Change
+$100M

Top Buyers

1
BlackRock
BlackRock
New York
$782M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$162M
3
Deutsche Bank
Deutsche Bank
Germany
$166M
4
Morgan Stanley
Morgan Stanley
New York
$1B
5
Alkeon Capital Management
Alkeon Capital Management
New York
$482M

Top Sellers

1
Jane Street
Jane Street
New York
$380K
2
SC
Samlyn Capital
New York
$169M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$16.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
151
Canada Life
Manitoba, Canada
$3.15M +$671K +12,259 +27%
Acadian Asset Management
152
Acadian Asset Management
Massachusetts
$3.11M -$2.09M -38,081 -40%
MNBTD
153
Moody National Bank Trust Division
Texas
$3.11M -$6.5M -118,403 -68%
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$2.94M +$1.22M +22,143 +71%
CSS
155
Cubist Systematic Strategies
Connecticut
$2.9M -$11.5M -209,672 -80%
DF
156
Donoghue Forlines
Massachusetts
$2.88M -$439K -7,987 -13%
SPC
157
Sigma Planning Corp
Michigan
$2.87M -$70.9K -1,292 -2%
Russell Investments Group
158
Russell Investments Group
United Kingdom
$2.87M -$3.56M -65,244 -55%
SC
159
Slow Capital
California
$2.7M -$102K -1,854 -4%
SIA
160
SeaBridge Investment Advisors
New Jersey
$2.67M -$140K -2,548 -5%
SI
161
Stephens Inc
Arkansas
$2.61M +$212K +3,859 +9%
Credit Agricole
162
Credit Agricole
France
$2.59M +$2.59M +47,089 New
BCM
163
Basswood Capital Management
New York
$2.57M +$2.57M +46,764 New
MFS
164
Mirabella Financial Services
United Kingdom
$2.56M +$2.56M +46,699 New
MCM
165
McKinley Capital Management
Alaska
$2.52M -$13K -236 -0.5%
UCFA
166
United Capital Financial Advisors
Texas
$2.5M +$6.04K +110 +0.2%
CIC
167
Cornercap Investment Counsel
Georgia
$2.39M +$287K +5,221 +14%
ASRS
168
Arizona State Retirement System
Arizona
$2.38M -$74.1K -1,349 -3%
AIM
169
Aigen Investment Management
New York
$2.34M +$2.34M +43,346 New
MS
170
Maven Securities
Jersey
$2.3M +$229K +4,166 +11%
Mitsubishi UFJ Asset Management
171
Mitsubishi UFJ Asset Management
Japan
$2.26M +$221K +4,078 +11%
MIA
172
MMBG Investment Advisors
Florida
$2.2M +$2.2M +40,000 New
CMANY
173
Capital Management Associates (New York)
New York
$2.15M -$320K -5,825 -13%
PAG
174
Private Advisor Group
New Jersey
$2.14M +$1.76M +32,025 +459%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$2.14M +$40.8K +743 +2%
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