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Carlyle Group
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Overview Fund Activity

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
Morgan Stanley
2
Morgan Stanley
New York
$966M
3
State Street
3
State Street
Massachusetts
$322M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$452M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$321M
2
SBLIC
2
Security Benefit Life Insurance Company
Kansas
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.9M
4
VVP
4
Vulcan Value Partners
Alabama
$343M
5
Norges Bank
5
Norges Bank
Norway
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
FC
201
FORA Capital
Florida
$1.44M 35,381 +35,381 New
FAM
202
Fred Alger Management
New York
$1.43M 35,185 -1,511 -4%
PCP
203
Pacific Capital Partners
$1.42M 34,800 +4,396 +14%
Prudential Financial
204
Prudential Financial
New Jersey
$1.41M 34,769 +7,807 +29%
PCC
205
Park Circle Company
Maryland
$1.41M 34,765 – –
CII
206
Capital International Inc
California
$1.41M 34,757 +19,826 +133%
SEI Investments
207
SEI Investments
Pennsylvania
$1.41M 34,649 -7,170 -17%
Truist Financial
208
Truist Financial
North Carolina
$1.37M 33,747 -4,149 -11%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$1.36M 33,356 +1,141 +4%
New York State Teachers Retirement System (NYSTRS)
210
New York State Teachers Retirement System (NYSTRS)
New York
$1.35M 33,146 +33,146 New
ECM
211
ExodusPoint Capital Management
New York
$1.35M 33,126 +23,592 +247%
TAF
212
Tredje AP-fonden
Sweden
$1.34M 33,042 -2,820 -8%
HG
213
Herbst Group
Connecticut
$1.34M 32,900 +500 +2%
DekaBank Deutsche Girozentrale
214
DekaBank Deutsche Girozentrale
Germany
$1.33M 32,487 +9,235 +40%
KPWS
215
Kestra Private Wealth Services
Texas
$1.33M 32,611 -1,990 -6%
Pacer Advisors
216
Pacer Advisors
Pennsylvania
$1.32M 32,540 +32,540 New
Walleye Trading
217
Walleye Trading
New York
$1.32M 32,446 +1,880 +6%
Handelsbanken Fonder
218
Handelsbanken Fonder
Sweden
$1.25M 30,700 – –
VOYA Investment Management
219
VOYA Investment Management
Georgia
$1.25M 30,637 +3,313 +12%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$1.19M 29,192 +3,145 +12%
Public Sector Pension Investment Board (PSP Investments)
221
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.17M 28,837 +1,892 +7%
DADC
222
D.A. Davidson & Co
Montana
$1.17M 28,722 -2,500 -8%
BPC
223
Banque Pictet & Cie
Switzerland
$1.17M 28,700 +700 +3%
JWM
224
Jeppson Wealth Management
California
$1.16M 28,439 -350 -1%
TCM
225
Tanaka Capital Management
New York
$1.15M 28,285 -90 -0.3%
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