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Carlyle Group
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Overview Fund Activity

416 hedge funds and large institutions have $5.03B invested in Carlyle Group in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 125 reducing their positions, and 75 closing their positions.

Holders
416
Holders Change
-25
Holders Change %
-5.67%
% of All Funds
7.19%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
54
Increased
180
Reduced
125
Closed
75
Calls
$37M
Puts
$25.9M
Net Calls
+$11.1M
Net Calls Change
+$12.4M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$106M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$89.9M
3
ACM
3
Argent Capital Management
Missouri
$42.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$624M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$35M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
BlackRock
2
BlackRock
New York
$317M
3
Bessemer Group
3
Bessemer Group
New Jersey
$5.17M
4
Capital World Investors
4
Capital World Investors
California
$414M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$1.05M 40,604 +10,652 +36%
MIA
177
MMBG Investment Advisors
Florida
$1.03M 40,000 – –
Osaic Holdings
178
Osaic Holdings
Arizona
$1.03M 39,899 +3,323 +9%
Two Sigma Investments
179
Two Sigma Investments
New York
$1.01M 39,187 -55,645 -59%
AIM
180
Aigen Investment Management
New York
$998K 38,612 +9,717 +34%
AB
181
Amalgamated Bank
New York
$977K 37,805 -3,645 -9%
GG
182
Gofen & Glossberg
Illinois
$975K 37,750 +7,500 +25%
TCM
183
Tanaka Capital Management
New York
$961K 37,190 -1,720 -4%
URS
184
Utah Retirement Systems
Utah
$958K 37,100 +200 +0.5%
TCM
185
Teza Capital Management
Illinois
$920K 35,611 +63 +0.2%
HG
186
Herbst Group
Connecticut
$906K 35,050 +240 +0.7%
TAF
187
Tredje AP-fonden
Sweden
$899K 34,802 +34,802 New
GC
188
GFG Capital
Florida
$895K 34,629 +3,795 +12%
PRC
189
Pearl River Capital
Michigan
$868K 33,607 +33,607 New
DADC
190
D.A. Davidson & Co
Montana
$856K 33,122 +2,100 +7%
EIP
191
Epoch Investment Partners
New York
$826K 31,983 -204,927 -86%
WW
192
Waterfront Wealth
Kansas
$814K 28,440 – –
VOYA Investment Management
193
VOYA Investment Management
Georgia
$812K 31,436 -696 -2%
MCM
194
McKinley Capital Management
Alaska
$809K 31,329 -17,034 -35%
AIM
195
Achmea Investment Management
Netherlands
$806K 31,218 – –
Handelsbanken Fonder
196
Handelsbanken Fonder
Sweden
$793K 30,700 – –
FAM
197
Fred Alger Management
New York
$790K 30,560 +5,249 +21%
MF
198
Magnetar Financial
Illinois
$774K 29,971 -9,573 -24%
IIM
199
INTECH Investment Management
Florida
$758K 29,331 +14,311 +95%
1832 Asset Management
200
1832 Asset Management
Ontario, Canada
$744K 28,793 +9,905 +52%
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