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Carlyle Group

316 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
91
Reduced
113
Closed
30
Calls
$71.9M
Puts
$10.7M
Net Calls
+$61.1M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
201
Colony Group
Massachusetts
$435K -$446K -12,134 -51%
RC
202
RegentAtlantic Capital
New Jersey
$432K -$7.13K -194 -2%
TD Asset Management
203
TD Asset Management
Ontario, Canada
$420K -$11K -300 -3%
PRC
204
Pearl River Capital
Michigan
$401K +$401K +10,905 New
Verition Fund Management
205
Verition Fund Management
Connecticut
$391K +$391K +10,648 New
RJT
206
Raymond James Trust
Florida
$375K +$15.4K +420 +4%
EMPI
207
Elo Mutual Pension Insurance
Finland
$375K +$375K +10,194 New
SS
208
Sunbelt Securities
Texas
$368K
HWAM
209
Hennion & Walsh Asset Management
New Jersey
$362K +$362K +9,850 New
M&T Bank
210
M&T Bank
New York
$361K -$61.6K -1,675 -15%
SMDAM
211
Sumitomo Mitsui DS Asset Management
Japan
$358K
ProShare Advisors
212
ProShare Advisors
Maryland
$355K +$66.4K +1,807 +23%
EGA
213
E&G Advisors
Texas
$346K -$47.9K -1,300 -12%
Nordea Investment Management
214
Nordea Investment Management
Sweden
$346K -$35.4K -951 -9%
MSRPS
215
Maryland State Retirement & Pension System
Maryland
$346K +$346K +9,400 New
ISWM
216
Independent Solutions Wealth Management
New York
$339K +$339K +9,217 New
FG
217
Fiduciary Group
Georgia
$328K
DekaBank Deutsche Girozentrale
218
DekaBank Deutsche Girozentrale
Germany
$327K +$807 +22 +0.2%
Principal Financial Group
219
Principal Financial Group
Iowa
$318K +$32.9K +893 +12%
CANY
220
Caxton Associates (New York)
New York
$316K +$316K +8,593 New
SW
221
SVB Wealth
Massachusetts
$308K +$43K +1,165 +16%
XT
222
XTX Topco
Cayman Islands
$305K +$305K +8,286 New
SCM
223
Sterneck Capital Management
Missouri
$302K -$92K -2,500 -23%
William Blair & Company
224
William Blair & Company
Illinois
$302K -$39.1K -1,064 -11%
TRCT
225
Tower Research Capital (TRC)
New York
$301K +$279K +7,565 +1,238%