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Carlyle Group
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Overview Fund Activity

261 hedge funds and large institutions have $2.89B invested in Carlyle Group in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 32 closing their positions.

Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
47
Increased
87
Reduced
86
Closed
32
Calls
$109M
Puts
$24.7M
Net Calls
+$83.9M
Net Calls Change
-$51.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$246M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$134M
3
Norges Bank
3
Norges Bank
Norway
$23.7M
4
Deutsche Bank
4
Deutsche Bank
Germany
$28.7M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.1M
2
AIM
2
Artemis Investment Management
United Kingdom
$14.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$340M
4
BlackRock
4
BlackRock
New York
$161M
5
BAMCO Inc
5
BAMCO Inc
New York
$67.8M
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
1
Vulcan Value Partners
Alabama
$605M 24,529,738 +237,635 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$340M 13,794,005 -710,162 -5%
Capital World Investors
3
Capital World Investors
California
$311M 12,617,110 +968 +0%
Morgan Stanley
4
Morgan Stanley
New York
$246M 9,974,601 +1,716,749 +21%
BlackRock
5
BlackRock
New York
$161M 6,522,934 -482,114 -7%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$134M 5,444,025 +1,685,000 +45%
JSP
7
Jackson Square Partners
California
$83.1M 3,369,760 -39,947 -1%
BAMCO Inc
8
BAMCO Inc
New York
$67.8M 2,749,675 -388,500 -12%
State Street
9
State Street
Massachusetts
$59.7M 2,421,447 +93,289 +4%
Legal & General Group
10
Legal & General Group
United Kingdom
$53.8M 2,181,801 +102,458 +5%
Bessemer Group
11
Bessemer Group
New Jersey
$50M 2,025,000 – –
Neuberger Berman Group
12
Neuberger Berman Group
New York
$47.2M 1,914,840 -163,911 -8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$36.4M 1,478,911 -50,152 -3%
Northern Trust
14
Northern Trust
Illinois
$35.7M 1,447,108 -19,007 -1%
Brown Advisory
15
Brown Advisory
Maryland
$34.1M 1,383,558 +22,115 +2%
MG
16
Markel Group
Virginia
$30.1M 1,222,000 – –
Bank of America
17
Bank of America
North Carolina
$30.1M 1,219,340 -1,306,326 -52%
Deutsche Bank
18
Deutsche Bank
Germany
$28.7M 1,163,250 +946,847 +438%
Goldman Sachs
19
Goldman Sachs
New York
$28M 1,135,083 -75,785 -6%
Norges Bank
20
Norges Bank
Norway
$23.7M 959,304 +959,304 New
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$23.2M 942,262 +408,230 +76%
LCP
22
LGT Capital Partners
Switzerland
$19.5M 790,000 +55,000 +7%
SSA
23
Schonfeld Strategic Advisors
New York
$17.7M 718,585 +357,593 +99%
CS
24
Credit Suisse
Switzerland
$17.6M 712,338 +123,821 +21%
PGH
25
Partners Group Holding
Switzerland
$16M 648,099 +153,062 +31%
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