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Carlyle Group
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Overview Fund Activity

427 hedge funds and large institutions have $6.36B invested in Carlyle Group in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+11
Holders Change %
+2.64%
% of All Funds
6.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
80
Increased
164
Reduced
121
Closed
64
Calls
$49.5M
Puts
$59.8M
Net Calls
-$10.3M
Net Calls Change
-$21.4M

Top Buyers

1
AI
Ariel Investments
Illinois
$87.3M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$84.9M
3
N
Natixis
France
$115M
4
Morgan Stanley
Morgan Stanley
New York
$737M
5
Goldman Sachs
Goldman Sachs
New York
$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$66.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$40.3M
3
VVP
Vulcan Value Partners
Alabama
$377M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39M
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$1.91M -$1.94M -64,963 -50%
APF
152
Alaska Permanent Fund
Alaska
$1.9M – – –
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$1.87M +$2.3K +77 +0.1%
AAM
154
Augustine Asset Management
Florida
$1.83M -$70.8K -2,373 -4%
AB
155
Amalgamated Bank
New York
$1.81M +$678K +22,724 +60%
AAMU
156
AEGON Asset Management (UK)
United Kingdom
$1.8M +$385K +12,891 +27%
HAI
157
Hennessy Advisors Inc
California
$1.78M -$113K -3,800 -6%
AIM
158
Achmea Investment Management
Netherlands
$1.75M +$873K +31,218 +100%
ASRS
159
Arizona State Retirement System
Arizona
$1.68M +$48.8K +1,635 +3%
US Bancorp
160
US Bancorp
Minnesota
$1.66M +$6.8K +228 +0.4%
WGCA
161
Wolf Group Capital Advisors
Virginia
$1.64M +$1.64M +54,843 New
CM
162
Capula Management
Cayman Islands
$1.56M +$1.56M +52,200 New
Nomura Asset Management
163
Nomura Asset Management
Japan
$1.54M +$116K +3,891 +8%
Janus Henderson Group
164
Janus Henderson Group
United Kingdom
$1.52M +$1.52M +50,780 New
Cerity Partners
165
Cerity Partners
New York
$1.49M -$200K -6,694 -12%
SPC
166
Sigma Planning Corp
Michigan
$1.49M +$8.18K +274 +0.6%
JPMPWA
167
J.P. Morgan Private Wealth Advisors
California
$1.48M -$17.6M -591,449 -92%
GIM
168
Guild Investment Management
California
$1.47M +$1.47M +49,330 New
CMANY
169
Capital Management Associates (New York)
New York
$1.47M +$54.4K +1,822 +4%
BFG
170
Bleakley Financial Group
New Jersey
$1.46M +$1.46M +49,064 New
Corient Private Wealth
171
Corient Private Wealth
Florida
$1.45M +$1.45M +48,639 New
Truist Financial
172
Truist Financial
North Carolina
$1.42M -$1.73M -58,052 -55%
II
173
IFM Investors
Australia
$1.41M +$157K +5,250 +12%
KBC Group
174
KBC Group
Belgium
$1.41M +$1.31M +44,004 +1,370%
Osaic Holdings
175
Osaic Holdings
Arizona
$1.39M +$204K +6,830 +17%
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