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Carlyle Group
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Overview Fund Activity

246 hedge funds and large institutions have $3.18B invested in Carlyle Group in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 35 closing their positions.

Holders
246
Holders Change
+51
Holders Change %
+26.15%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
89
Increased
61
Reduced
63
Closed
35
Calls
$164M
Puts
$29.5M
Net Calls
+$135M
Net Calls Change
+$91M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$405M
2
Capital World Investors
2
Capital World Investors
California
$352M
3
BlackRock
3
BlackRock
New York
$195M
4
State Street
4
State Street
Massachusetts
$65M
5
Bessemer Group
5
Bessemer Group
New Jersey
$56.5M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$105M
2
Millennium Management
2
Millennium Management
New York
$0
3
AIM
3
Artemis Investment Management
United Kingdom
$38.8M
4
N
4
Natixis
France
$0
5
VVP
5
Vulcan Value Partners
Alabama
$678M
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
1
Vulcan Value Partners
Alabama
$678M 24,292,103 -775,926 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$405M 14,504,167 +14,504,167 New
Capital World Investors
3
Capital World Investors
California
$352M 12,616,142 +7,351,454 +140%
Morgan Stanley
4
Morgan Stanley
New York
$230M 8,257,852 +1,541,024 +23%
BlackRock
5
BlackRock
New York
$195M 7,005,048 +7,005,048 New
Alkeon Capital Management
6
Alkeon Capital Management
New York
$105M 3,759,025 -1,650,000 -31%
JSP
7
Jackson Square Partners
California
$95.1M 3,409,707 +14,344 +0.4%
BAMCO Inc
8
BAMCO Inc
New York
$87.6M 3,138,175 -185 -0%
Bank of America
9
Bank of America
North Carolina
$70.5M 2,525,666 -656,372 -21%
State Street
10
State Street
Massachusetts
$65M 2,328,158 +2,328,158 New
Legal & General Group
11
Legal & General Group
United Kingdom
$58M 2,079,343 +1,276,204 +159%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$58M 2,078,751 +302,908 +17%
Bessemer Group
13
Bessemer Group
New Jersey
$56.5M 2,025,000 +2,025,000 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$42.6M 1,529,063 +1,284,542 +525%
Northern Trust
15
Northern Trust
Illinois
$40.9M 1,466,115 +828,359 +130%
AIM
16
Artemis Investment Management
United Kingdom
$38.8M 1,387,021 -1,078,725 -44%
Brown Advisory
17
Brown Advisory
Maryland
$38M 1,361,443 -105,209 -7%
MG
18
Markel Group
Virginia
$34.1M 1,222,000 – –
Goldman Sachs
19
Goldman Sachs
New York
$33.8M 1,210,868 +89,195 +8%
LCP
20
LGT Capital Partners
Switzerland
$20.5M 735,000 -53,760 -7%
SEI Investments
21
SEI Investments
Pennsylvania
$16.8M 603,286 -29,475 -5%
CS
22
Credit Suisse
Switzerland
$16.4M 588,517 +156,820 +36%
UBS Group
23
UBS Group
Switzerland
$15.8M 567,337 -39,327 -6%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$14.9M 534,032 +43,896 +9%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$14.7M 528,047 +528,047 New
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