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Carlyle Group
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Overview Fund Activity

261 hedge funds and large institutions have $2.89B invested in Carlyle Group in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
47
Increased
87
Reduced
86
Closed
32
Calls
$109M
Puts
$24.7M
Net Calls
+$83.9M
Net Calls Change
-$51.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$246M
2
Alkeon Capital Management
Alkeon Capital Management
New York
$134M
3
Norges Bank
Norges Bank
Norway
$23.7M
4
Deutsche Bank
Deutsche Bank
Germany
$28.7M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$23.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$30.1M
2
AIM
Artemis Investment Management
United Kingdom
$14.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$340M
4
BlackRock
BlackRock
New York
$161M
5
BAMCO Inc
BAMCO Inc
New York
$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
201
William Blair & Company
Illinois
$224K +$26.4K +1,071 +13%
DekaBank Deutsche Girozentrale
202
DekaBank Deutsche Girozentrale
Germany
$215K +$17K +703 +9%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$213K +$9.7K +393 +5%
Russell Investments Group
204
Russell Investments Group
United Kingdom
$212K +$50.2K +2,057 +31%
SOAMC
205
Spirit of America Management Corp
New York
$199K – – –
Daiwa Securities Group
206
Daiwa Securities Group
Japan
$193K +$193K +7,823 New
Acadian Asset Management
207
Acadian Asset Management
Massachusetts
$190K -$25.3K -1,031 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
208
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$178K +$178K +7,200 New
FC
209
FORA Capital
Florida
$176K +$176K +7,142 New
CFGS
210
Concourse Financial Group Securities
Alabama
$166K -$4.47K -181 -3%
SFSIG
211
San Francisco Sentry Investment Group
California
$159K +$44.1K +1,785 +38%
FMT
212
First Mercantile Trust
Tennessee
$153K +$7.43K +268 +5%
PHK
213
Point72 Hong Kong
Hong Kong
$127K +$127K +5,161 New
HIA
214
Harbor Investment Advisory
Maryland
$123K – – –
USGIU
215
U.S. Global Investors (USGI)
Texas
$111K -$185K -7,500 -63%
GT
216
Glenmede Trust
Pennsylvania
$92K – – –
SSB
217
Sandy Spring Bank
Maryland
$91K -$24.7K -1,000 -21%
IMRF
218
Illinois Municipal Retirement Fund
Illinois
$91K +$91K +3,700 New
LS
219
Livforsakringsbolaget Skandia
Sweden
$89K – – –
WEC
220
Winslow Evans & Crocker
Massachusetts
$74K -$3.7K -150 -5%
MLICM
221
Metropolitan Life Insurance Company (MetLife)
New York
$73.1K -$1.28K -52 -2%
First Manhattan
222
First Manhattan
New York
$67K – – –
BWA
223
BDO Wealth Advisors
Florida
$63K – – –
VFA
224
Valeo Financial Advisors
Indiana
$63K +$60.6K +2,438 +2,540%
CAM
225
Cacti Asset Management
Georgia
$62K – – –
7 8
9
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