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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 %
AA
176
ALPS Advisors
Colorado
$1.33M -$182K -6,100 -12%
TCM
177
Teza Capital Management
Illinois
$1.3M +$238K +7,984 +22%
UCFA
178
United Capital Financial Advisors
Texas
$1.29M +$19.7K +659 +2%
SO
179
STRS Ohio
Ohio
$1.28M – – –
TAF
180
Tredje AP-fonden
Sweden
$1.2M +$160K +5,372 +15%
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$1.2M -$13.1K -440 -1%
MIA
182
MMBG Investment Advisors
Florida
$1.19M – – –
SPIA
183
Steward Partners Investment Advisory
New York
$1.19M -$67.5K -2,262 -5%
ECM
184
ExodusPoint Capital Management
New York
$1.19M +$1.19M +39,754 New
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$1.12M +$374K +12,539 +50%
URS
186
Utah Retirement Systems
Utah
$1.11M – – –
WI
187
WBI Investments
New Jersey
$1.1M +$1.1M +36,826 New
IMRF
188
Illinois Municipal Retirement Fund
Illinois
$1.07M +$360K +12,078 +51%
CCS
189
Concentric Capital Strategies
Connecticut
$1.06M +$1.06M +35,491 New
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$1.05M -$2.72M -91,014 -72%
PCC
191
Park Circle Company
Maryland
$1.04M +$1.04M +34,765 New
HG
192
Herbst Group
Connecticut
$1.03M -$11.9K -399 -1%
GC
193
GFG Capital
Florida
$1M -$32.4K -1,087 -3%
DADC
194
D.A. Davidson & Co
Montana
$997K +$8.95K +300 +0.9%
Mariner
195
Mariner
Kansas
$997K +$733K +24,538 +277%
SCP
196
Stamos Capital Partners
California
$990K +$990K +33,180 New
WW
197
Waterfront Wealth
Kansas
$986K -$21.3K -600 -2%
KCM
198
Kendall Capital Management
Maryland
$945K +$190K +6,370 +25%
EIP
199
Epoch Investment Partners
New York
$921K -$33.4K -1,118 -3%
TCM
200
Tanaka Capital Management
New York
$918K -$192K -6,433 -17%
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