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Carlyle Group
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Overview Fund Activity

195 hedge funds and large institutions have $1.78B invested in Carlyle Group in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 48 closing their positions.

Holders
195
Holders Change
+21
Holders Change %
+12.07%
% of All Funds
4.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
71
Increased
50
Reduced
49
Closed
48
Calls
$53.1M
Puts
$9.13M
Net Calls
+$44M
Net Calls Change
+$19.5M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$543M
2
Capital World Investors
2
Capital World Investors
California
$114M
3
JSP
3
Jackson Square Partners
California
$73.5M
4
Millennium Management
4
Millennium Management
New York
$42.1M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$117M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$145M
2
Invesco
2
Invesco
Georgia
$13.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.82M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.1M
5
UBS Group
5
UBS Group
Switzerland
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
1
Vulcan Value Partners
Alabama
$543M 25,068,029 +22,851,686 +1,031%
Morgan Stanley
2
Morgan Stanley
New York
$145M 6,716,828 -3,085,603 -31%
Alkeon Capital Management
3
Alkeon Capital Management
New York
$117M 5,409,025 +1,700,000 +46%
Capital World Investors
4
Capital World Investors
California
$114M 5,264,688 +5,264,688 New
JSP
5
Jackson Square Partners
California
$73.5M 3,395,363 +3,395,363 New
Bank of America
6
Bank of America
North Carolina
$68.9M 3,182,038 -186,979 -6%
BAMCO Inc
7
BAMCO Inc
New York
$67.9M 3,138,360 -271 -0%
AIM
8
Artemis Investment Management
United Kingdom
$53.4M 2,465,746 +95,195 +4%
Millennium Management
9
Millennium Management
New York
$42.1M 1,946,827 +1,946,827 New
Neuberger Berman Group
10
Neuberger Berman Group
New York
$38.4M 1,775,843 +170,732 +11%
Brown Advisory
11
Brown Advisory
Maryland
$31.8M 1,466,652 +1,450,320 +8,880%
MG
12
Markel Group
Virginia
$26.5M 1,222,000 +12,000 +1%
Goldman Sachs
13
Goldman Sachs
New York
$24.3M 1,121,673 +188,755 +20%
N
14
Natixis
France
$22.3M 1,028,600 +1,028,600 New
Deutsche Bank
15
Deutsche Bank
Germany
$19.9M 920,461 +806,772 +710%
Legal & General Group
16
Legal & General Group
United Kingdom
$17.4M 803,139 -26,257 -3%
LCP
17
LGT Capital Partners
Switzerland
$17.1M 788,760 +293,760 +59%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$14.1M 651,749 -2,115,893 -76%
Northern Trust
19
Northern Trust
Illinois
$13.8M 637,756 +580,606 +1,016%
Invesco
20
Invesco
Georgia
$13.7M 634,824 -3,026,770 -83%
SEI Investments
21
SEI Investments
Pennsylvania
$13.7M 632,761 +632,761 New
UBS Group
22
UBS Group
Switzerland
$13.1M 606,664 -2,114,036 -78%
HF
23
HRT Financial
New York
$12.2M 565,511 -240,792 -30%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$10.6M 490,136 +490,136 New
SIG
25
Sargent Investment Group
Maryland
$9.56M 441,340 -28,737 -6%
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