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Carlyle Group
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Overview Fund Activity

342 hedge funds and large institutions have $6.54B invested in Carlyle Group in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 26 closing their positions.

Holders
342
Holders Change
+26
Holders Change %
+8.23%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
54
Increased
132
Reduced
91
Closed
26
Calls
$120M
Puts
$17.6M
Net Calls
+$102M
Net Calls Change
+$40.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$745M
2
Capital World Investors
2
Capital World Investors
California
$870M
3
BlackRock
3
BlackRock
New York
$361M
4
State Street
4
State Street
Massachusetts
$152M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$41.7M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$842M
2
Goldman Sachs
2
Goldman Sachs
New York
$32M
3
SC
3
Samlyn Capital
New York
$107M
4
JSP
4
Jackson Square Partners
California
$131M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.88M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
201
Cresset Asset Management
Illinois
$688K 14,803 +14,803 New
CG
202
Colony Group
Massachusetts
$687K 14,787 +2,958 +25%
VI
203
Versor Investments
New York
$651K 14,000 +14,000 New
SG Americas Securities
204
SG Americas Securities
New York
$650K 13,982 +6,700 +92%
WBC
205
Westpac Banking Corp
Australia
$643K 13,824 – –
SCA
206
Snowden Capital Advisors
New York
$642K 13,813 – –
FRAF
207
Första AP-fonden
Sweden
$637K 13,700 +13,700 New
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$611K 13,153 +7 +0.1%
Principal Financial Group
209
Principal Financial Group
Iowa
$611K 13,145 +4,506 +52%
SFSIG
210
San Francisco Sentry Investment Group
California
$579K 12,465 +5,475 +78%
MGAM
211
McGowan Group Asset Management
Texas
$578K 12,433 +26 +0.2%
AWM
212
AE Wealth Management
Kansas
$569K 12,249 +15 +0.1%
VPIM
213
Vanguard Personalized Indexing Management
California
$568K 12,230 +12,230 New
TP
214
Tranquility Partners
Tennessee
$547K 11,766 -2,254 -16%
MSRPS
215
Maryland State Retirement & Pension System
Maryland
$541K 11,408 +2,008 +21%
AWA
216
Arete Wealth Advisors
Illinois
$539K 13,849 -3,275 -19%
WCM
217
Weik Capital Management
Pennsylvania
$518K 11,150 +11,150 New
RC
218
RegentAtlantic Capital
New Jersey
$514K 11,057 -703 -6%
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
$506K 10,993 +2,078 +23%
FC
220
FORA Capital
Florida
$501K 10,785 +5,928 +122%
SMDAM
221
Sumitomo Mitsui DS Asset Management
Japan
$492K 10,596 +851 +9%
XT
222
XTX Topco
Cayman Islands
$492K 10,587 +2,301 +28%
M&T Bank
223
M&T Bank
New York
$482K 10,373 +553 +6%
WG
224
Winton Group
United Kingdom
$481K 10,357 +10,357 New
EMPI
225
Elo Mutual Pension Insurance
Finland
$474K 10,194 – –
7 8
9
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