250 hedge funds and large institutions have $3.44B invested in Lazard in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+10
Holders Change %
+4.17%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
37
Increased
74
Reduced
88
Closed
23
Calls
$10.9M
Puts
$15.3M
Net Calls
-$4.33M
Net Calls Change
-$4.28M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$13K
HFM
227
Harvest Fund Management
China
$13K
HWA
228
Heritage Wealth Advisors
Virginia
$13K
GRP
229
Global Retirement Partners
California
$10K
PSB
230
Piscataqua Savings Bank
New Hampshire
$10K
S
231
SignatureFD
Georgia
$9K
Jones Financial Companies
232
Jones Financial Companies
Missouri
$6K
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$6K +$6K +134 New
CTC
234
Central Trust Company
Missouri
$5K -$6K
CTB
235
Country Trust Bank
Illinois
$5K
DFCM
236
Dark Forest Capital Management
Puerto Rico
$5K +$5K +108 New
WT
237
Washington Trust
Rhode Island
$4K
IA
238
IFP Advisors
Florida
$4K +$809 +19 +25%
CNBTD
239
Citizens National Bank Trust Department
Mississippi
$4K +$4K +101 New
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.84K
PPWM
241
PFG Private Wealth Management
Florida
$3K
EARNEST Partners
242
EARNEST Partners
Georgia
$2K
SWM
243
Spire Wealth Management
Virginia
$2K
CWP
244
Concord Wealth Partners
Virginia
$2K +$2K +37 New
CWM
245
CarsonAllaria Wealth Management
Illinois
$2K +$2K +50 New
DAC
246
Dividend Assets Capital
South Carolina
$1K
SC
247
Schubert & Co
Texas
$1K +$1K +14 New
AWM
248
Avior Wealth Management
Nebraska
$1K +$1K +27 New
BIM
249
Baldwin Investment Management
Pennsylvania
$669 -$247 -5,650 -27%
PCA
250
Private Capital Advisors
Connecticut
-$9.78M -213,480 Closed