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Carlyle Group
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Overview Fund Activity

459 hedge funds and large institutions have $9.79B invested in Carlyle Group in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 160 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+66
Holders Change %
+16.79%
% of All Funds
7.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
102
Increased
160
Reduced
128
Closed
31
Calls
$184M
Puts
$36.9M
Net Calls
+$147M
Net Calls Change
+$100M

Top Buyers

1
BlackRock
BlackRock
New York
$782M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$162M
3
Deutsche Bank
Deutsche Bank
Germany
$166M
4
Morgan Stanley
Morgan Stanley
New York
$1B
5
Alkeon Capital Management
Alkeon Capital Management
New York
$482M

Top Sellers

1
Jane Street
Jane Street
New York
$380K
2
SC
Samlyn Capital
New York
$169M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$16.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
201
Banque Pictet & Cie
Switzerland
$1.54M +$165K +3,000 +12%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$1.52M -$2.35M -42,737 -61%
OPERF
203
Oregon Public Employees Retirement Fund
Oregon
$1.49M -$159K -2,900 -10%
APG Asset Management
204
APG Asset Management
Netherlands
$1.47M +$1.47M +30,500 New
NIPH
205
NN Investment Partners Holdings
Netherlands
$1.46M +$148K +2,700 +11%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$1.44M -$55 -1 -0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
207
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.4M -$35.2M -641,784 -96%
ANRIA
208
American National Registered Investment Advisor
Texas
$1.39M -$165 -3 -0%
PP
209
Paloma Partners
Connecticut
$1.38M +$515K +9,376 +59%
UH
210
Unigestion Holding
Switzerland
$1.37M – – –
JWM
211
Jeppson Wealth Management
California
$1.36M -$60.5K -1,102 -4%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$1.34M +$1.34M +24,391 New
FAM
213
Fred Alger Management
New York
$1.33M -$88.8K -1,618 -6%
Truist Financial
214
Truist Financial
North Carolina
$1.33M -$19.7K -358 -1%
JI
215
Jeereddi Investments
California
$1.31M -$104K -1,888 -7%
BNP Paribas Asset Management
216
BNP Paribas Asset Management
France
$1.3M +$405K +7,369 +45%
WSTAM
217
Wilbanks Smith & Thomas Asset Management
Virginia
$1.3M -$16.5K -300 -1%
GIBU
218
Gulf International Bank (UK)
United Kingdom
$1.3M – – –
CI Investments Inc
219
CI Investments Inc
Ontario, Canada
$1.3M +$441K +8,037 +52%
VOYA Investment Management
220
VOYA Investment Management
Georgia
$1.27M -$141K -2,560 -10%
HighTower Advisors
221
HighTower Advisors
Illinois
$1.26M +$161K +2,936 +15%
BRWA
222
B. Riley Wealth Advisors
Florida
$1.24M +$16.8K +305 +1%
SCA
223
Snowden Capital Advisors
New York
$1.22M +$51K +929 +4%
GG
224
Gofen & Glossberg
Illinois
$1.16M +$1.16M +21,150 New
CIM
225
Chapman Investment Management
California
$1.11M – – –
7 8
9
10 11