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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
176
Twin Capital Management
Pennsylvania
$2.54M 50,235 -976 -2%
SOMRS
177
State of Michigan Retirement System
Michigan
$2.52M 50,000 +100 +0.2%
ECM
178
ExodusPoint Capital Management
New York
$2.39M 47,372 +1,062 +2%
MIG
179
Meketa Investment Group
Massachusetts
$2.39M 47,347 +47,347 New
MC
180
Meketa Capital
Massachusetts
$2.39M 47,347 +47,347 New
NMIMC
181
Northwestern Mutual Investment Management Company
Wisconsin
$2.37M 46,901 +252 +0.5%
EF
182
Empowered Funds
Pennsylvania
$2.36M 46,658 -111,016 -70%
COPPSERS
183
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.35M 46,607 +258 +0.6%
GC
184
GFG Capital
Florida
$2.33M 46,185 -357 -0.8%
Toronto Dominion Bank
185
Toronto Dominion Bank
Ontario, Canada
$2.32M 46,016 -11,785 -20%
II
186
IFM Investors
Australia
$2.32M 45,945 -884 -2%
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$2.28M 45,085 +5,049 +13%
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$2.24M 44,361 +5,329 +14%
New York State Teachers Retirement System (NYSTRS)
189
New York State Teachers Retirement System (NYSTRS)
New York
$2.23M 44,246 -300 -0.7%
AGDI
190
Absolute Gestao de Investimentos
Brazil
$2.23M 44,102 -8,792 -17%
GAM
191
Gotham Asset Management
New York
$2.21M 43,727 – –
NMERB
192
New Mexico Educational Retirement Board
New Mexico
$2.2M 43,600 – –
SPIA
193
Steward Partners Investment Advisory
New York
$2.2M 43,581 -892 -2%
EFMC
194
Empire Financial Management Company
New York
$2.2M 43,500 +24,500 +129%
OPERF
195
Oregon Public Employees Retirement Fund
Oregon
$2.17M 42,979 +400 +0.9%
HWAM
196
Hennion & Walsh Asset Management
New Jersey
$2.17M 42,956 -4,568 -10%
HighTower Advisors
197
HighTower Advisors
Illinois
$2.17M 42,915 +3,494 +9%
Pacer Advisors
198
Pacer Advisors
Pennsylvania
$2.14M 42,429 -1,475 -3%
AIP
199
Ameritas Investment Partners
Nebraska
$2.13M 42,269 -868 -2%
DekaBank Deutsche Girozentrale
200
DekaBank Deutsche Girozentrale
Germany
$2.12M 42,023 – –
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