256 hedge funds and large institutions have $2.94B invested in Lazard in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 98 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+28
Holders Change %
+12.28%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
98
Reduced
61
Closed
28
Calls
$16.2M
Puts
$9.38M
Net Calls
+$6.79M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
226
HHM Wealth Advisors
Tennessee
$15.7K
CTC
227
Central Trust Company
Missouri
$15.3K -$15.3K -400 -50%
PS
228
Principal Securities
Iowa
$14.6K -$1.53K -40 -9%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$13.4K
BWAM
230
Boyd Watterson Asset Management
Ohio
$12.1K
FCA
231
FinTrust Capital Advisors
South Carolina
$11.5K
GRP
232
Global Retirement Partners
California
$11.3K +$153 +4 +1%
HI
233
Harbour Investments
Wisconsin
$11K +$38 +1 +0.3%
US Bancorp
234
US Bancorp
Minnesota
$9.05K -$3.82K -100 -30%
AF
235
Allworth Financial
California
$8.96K +$8.96K +200 New
HPC
236
HM Payson & Co
Maine
$8.17K +$8.17K +214 New
CI Investments Inc
237
CI Investments Inc
Ontario, Canada
$8K -$554 -14 -6%
CA
238
Clearstead Advisors
Ohio
$6.61K +$76 +2 +1%
EWA
239
EverSource Wealth Advisors
Alabama
$6K +$4.77K +97 +388%
BBHC
240
Brown Brothers Harriman & Co
New York
$5.73K +$5.73K +150 New
PA
241
Parallel Advisors
California
$5.15K
CFD
242
Creative Financial Designs
Indiana
$4.85K
CSB
243
City State Bank
Iowa
$4.77K -$5.73K -150 -55%
GI
244
GAMMA Investing
California
$4.77K +$2.22K +58 +87%
GWSG
245
GPS Wealth Strategies Group
Colorado
$4.39K +$4.39K +115 New
SAM
246
Smartleaf Asset Management
Massachusetts
$2.51K -$8.31K -228 -77%
FHA
247
First Horizon Advisors
Tennessee
$2.41K
CWC
248
Carolinas Wealth Consulting
North Carolina
$2.06K +$611 +16 +42%
IC
249
Innealta Capital
Texas
$1.99K +$1.99K +52 New
QC
250
Quent Capital
New York
$1.72K +$878 +23 +105%