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Carlyle Group
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Overview Fund Activity

316 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 30 closing their positions.

Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
57
Increased
91
Reduced
113
Closed
30
Calls
$71.9M
Puts
$10.7M
Net Calls
+$61.1M
Net Calls Change
-$18.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$639M
2
SC
2
Samlyn Capital
New York
$108M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$45.1M
4
Nomura Holdings
4
Nomura Holdings
Japan
$36.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$593M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$723M
2
Morgan Stanley
2
Morgan Stanley
New York
$365M
3
Millennium Management
3
Millennium Management
New York
$2.73M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$16.3M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$50.2M
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
1
Vulcan Value Partners
Alabama
$723M 19,666,965 -5,752,324 -23%
Capital World Investors
2
Capital World Investors
California
$639M 17,389,211 +8,300,937 +91%
Vanguard Group
3
Vanguard Group
Pennsylvania
$593M 16,138,666 +905,954 +6%
Morgan Stanley
4
Morgan Stanley
New York
$365M 9,934,949 -1,261,661 -11%
BlackRock
5
BlackRock
New York
$250M 6,792,802 +8,360 +0.1%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$221M 6,001,348 +144,536 +2%
JSP
7
Jackson Square Partners
California
$119M 3,226,072 -46,489 -1%
SC
8
Samlyn Capital
New York
$108M 2,939,385 +1,781,026 +154%
Legal & General Group
9
Legal & General Group
United Kingdom
$95.2M 2,589,913 -78,648 -3%
BAMCO Inc
10
BAMCO Inc
New York
$91.7M 2,493,512 -68,513 -3%
State Street
11
State Street
Massachusetts
$91M 2,475,177 -30,469 -1%
Bessemer Group
12
Bessemer Group
New Jersey
$74.4M 2,025,000 – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$61.1M 1,664,023 +107,602 +7%
Goldman Sachs
14
Goldman Sachs
New York
$54.2M 1,473,066 +402,017 +38%
Northern Trust
15
Northern Trust
Illinois
$52.3M 1,423,026 -138,944 -9%
Bank of America
16
Bank of America
North Carolina
$52M 1,414,227 +425,369 +43%
Deutsche Bank
17
Deutsche Bank
Germany
$51.2M 1,391,448 -270,193 -16%
Capital Research Global Investors
18
Capital Research Global Investors
California
$50.2M 1,366,000 -940,000 -41%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$45.1M 1,226,468 +1,103,472 +897%
Brown Advisory
20
Brown Advisory
Maryland
$45M 1,223,817 -124,741 -9%
MG
21
Markel Group
Virginia
$44.9M 1,222,000 – –
Norges Bank
22
Norges Bank
Norway
$43.5M 1,183,020 +12,364 +1%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$41.2M 1,120,875 -242,383 -18%
Nomura Holdings
24
Nomura Holdings
Japan
$36.8M 1,002,400 +1,002,400 New
N
25
Natixis
France
$33M 897,438 +628,270 +233%
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