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Carlyle Group
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Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Boston Partners
2
Boston Partners
Massachusetts
$286M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.5M
4
Amundi
4
Amundi
France
$82.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$919M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Ameriprise
4
Ameriprise
Minnesota
$89.1M
5
EAM
5
Eagle Asset Management
Florida
$57.8M
Name Market Value Shares Shares
Change 		Shares
Change %
II
176
IFM Investors
Australia
$2.02M 46,829 – –
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$2.01M 46,649 -1,544 -3%
COPPSERS
178
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2M 46,349 -1,510 -3%
ECM
179
ExodusPoint Capital Management
New York
$1.99M 46,310 +28,564 +161%
New York State Teachers Retirement System (NYSTRS)
180
New York State Teachers Retirement System (NYSTRS)
New York
$1.92M 44,546 -1,500 -3%
SPIA
181
Steward Partners Investment Advisory
New York
$1.91M 44,473 -1,003 -2%
William Blair & Company
182
William Blair & Company
Illinois
$1.91M 44,432 -884 -2%
GC
183
GFG Capital
Florida
$1.9M 46,542 +30 +0.1%
Pacer Advisors
184
Pacer Advisors
Pennsylvania
$1.89M 43,904 +11,538 +36%
SSA
185
Schonfeld Strategic Advisors
New York
$1.89M 43,832 -136,999 -76%
GAM
186
Gotham Asset Management
New York
$1.88M 43,727 – –
NMERB
187
New Mexico Educational Retirement Board
New Mexico
$1.88M 43,600 – –
AIP
188
Ameritas Investment Partners
Nebraska
$1.86M 43,137 -2,791 -6%
PI
189
PineBridge Investments
New York
$1.83M 42,586 +42,586 New
OPERF
190
Oregon Public Employees Retirement Fund
Oregon
$1.83M 42,579 -2,300 -5%
HH
191
Hilltop Holdings
Texas
$1.82M 42,171 +17,544 +71%
DekaBank Deutsche Girozentrale
192
DekaBank Deutsche Girozentrale
Germany
$1.81M 42,023 +3,850 +10%
BFG
193
Bleakley Financial Group
New Jersey
$1.8M 41,742 +208 +0.5%
SA
194
Sanctuary Advisors
Indiana
$1.79M 33,360 -3,788 -10%
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$1.72M 40,036 +6,971 +21%
Victory Capital Management
196
Victory Capital Management
Texas
$1.72M 39,983 -8,391 -17%
HG
197
Herbst Group
Connecticut
$1.7M 39,525 +5,900 +18%
HighTower Advisors
198
HighTower Advisors
Illinois
$1.7M 39,421 +415 +1%
Osaic Holdings
199
Osaic Holdings
Arizona
$1.69M 39,217 +2,879 +8%
BCIM
200
British Columbia Investment Management
British Columbia, Canada
$1.68M 39,032 -5,952 -13%
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