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Carlyle Group
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Overview Fund Activity

290 hedge funds and large institutions have $3.93B invested in Carlyle Group in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 34 closing their positions.

Holders
290
Holders Change
+29
Holders Change %
+11.11%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
64
Increased
98
Reduced
87
Closed
34
Calls
$96M
Puts
$16.6M
Net Calls
+$79.4M
Net Calls Change
-$4.49M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$72.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$479M
3
Millennium Management
3
Millennium Management
New York
$40.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$352M
5
SC
5
Samlyn Capital
New York
$36.4M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$286M
2
AIM
2
Artemis Investment Management
United Kingdom
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$50.3M
4
SSA
4
Schonfeld Strategic Advisors
New York
$14.4M
5
Bank of America
5
Bank of America
North Carolina
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
1
Vulcan Value Partners
Alabama
$799M 25,419,289 +889,551 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$479M 15,232,712 +1,438,707 +10%
Morgan Stanley
3
Morgan Stanley
New York
$352M 11,196,610 +1,222,009 +12%
Capital World Investors
4
Capital World Investors
California
$286M 9,088,274 -3,528,836 -28%
BlackRock
5
BlackRock
New York
$213M 6,784,442 +261,508 +4%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$184M 5,856,812 +412,787 +8%
JSP
7
Jackson Square Partners
California
$103M 3,272,561 -97,199 -3%
Legal & General Group
8
Legal & General Group
United Kingdom
$83.9M 2,668,561 +486,760 +22%
BAMCO Inc
9
BAMCO Inc
New York
$80.6M 2,562,025 -187,650 -7%
State Street
10
State Street
Massachusetts
$78.8M 2,505,646 +84,199 +3%
Capital Research Global Investors
11
Capital Research Global Investors
California
$72.5M 2,306,000 +2,306,000 New
Bessemer Group
12
Bessemer Group
New Jersey
$63.7M 2,025,000 – –
Deutsche Bank
13
Deutsche Bank
Germany
$52.2M 1,661,641 +498,391 +43%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$50.3M 1,600,957 -313,883 -16%
Northern Trust
15
Northern Trust
Illinois
$49.1M 1,561,970 +114,862 +8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$48.9M 1,556,421 +77,510 +5%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$42.9M 1,363,258 +420,996 +45%
Brown Advisory
18
Brown Advisory
Maryland
$42.4M 1,348,558 -35,000 -3%
Millennium Management
19
Millennium Management
New York
$40.2M 1,279,092 +1,279,092 New
MG
20
Markel Group
Virginia
$38.4M 1,222,000 – –
Norges Bank
21
Norges Bank
Norway
$36.8M 1,170,656 +211,352 +22%
SC
22
Samlyn Capital
New York
$36.4M 1,158,359 +1,158,359 New
Goldman Sachs
23
Goldman Sachs
New York
$33.7M 1,071,049 -64,034 -6%
Bank of America
24
Bank of America
North Carolina
$31.1M 988,858 -230,482 -19%
LCP
25
LGT Capital Partners
Switzerland
$25.2M 800,000 +10,000 +1%
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