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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.21B 24,013,520 +2,667,291 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B 23,161,423 +180,757 +0.8%
Capital World Investors
3
Capital World Investors
California
$999M 19,778,358 +50,784 +0.3%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$669M 13,249,941 +1,773,465 +15%
Morgan Stanley
5
Morgan Stanley
New York
$573M 11,344,252 -1,328,213 -10%
State Street
6
State Street
Massachusetts
$393M 7,785,693 +169,214 +2%
Boston Partners
7
Boston Partners
Massachusetts
$359M 7,102,085 +467,767 +7%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$321M 6,351,432 +4,244,131 +201%
VVP
9
Vulcan Value Partners
Alabama
$269M 5,333,596 -1,453,772 -21%
Alkeon Capital Management
10
Alkeon Capital Management
New York
$265M 5,244,455 -2,995,452 -36%
AI
11
Ariel Investments
Illinois
$248M 4,910,736 -177,661 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$196M 3,888,522 +4,920 +0.1%
Legal & General Group
13
Legal & General Group
United Kingdom
$169M 3,356,917 -274,661 -8%
UBS Group
14
UBS Group
Switzerland
$162M 3,201,433 +2,548,132 +390%
Harris Associates
15
Harris Associates
Illinois
$161M 3,186,743 +3,186,743 New
BGC
16
Beutel, Goodman & Co
Ontario, Canada
$143M 2,841,072 -1,446,522 -34%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$129M 2,556,432 -1,495,325 -37%
FCM
18
Frontier Capital Management
Massachusetts
$124M 2,455,963 +1,220,827 +99%
Amundi
19
Amundi
France
$124M 2,364,231 +594,661 +34%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$119M 2,350,238 -239,487 -9%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$114M 2,260,505 -40,139 -2%
Ameriprise
22
Ameriprise
Minnesota
$113M 2,237,249 +167,331 +8%
Northern Trust
23
Northern Trust
Illinois
$111M 2,205,181 +285,935 +15%
Capital International Investors
24
Capital International Investors
California
$104M 2,053,464 +3,190 +0.2%
ACM
25
Argent Capital Management
Missouri
$101M 1,995,109 -35,320 -2%
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