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257 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

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

72% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $9.38M

61% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 61

12% more funds holding

Funds holding: 229257 (+28)

5.65% more ownership

Funds ownership: 62.63%68.27% (+5.6%)

1% less capital invested

Capital invested by funds: $2.96B → $2.94B (-$16.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
+28
Holders Change %
+12.23%
% of All Funds
3.71%
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
Change in
Stake
WT
226
Whittier Trust
California
$16.2K
HWA
227
HHM Wealth Advisors
Tennessee
$15.7K
CTC
228
Central Trust Company
Missouri
$15.3K -$15.6K -400 -50%
PS
229
Principal Securities
Iowa
$14.6K -$1.56K -40 -9%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$13.4K
BWAM
231
Boyd Watterson Asset Management
Ohio
$12.1K
FCA
232
FinTrust Capital Advisors
South Carolina
$11.5K
GRP
233
Global Retirement Partners
California
$11.3K +$156 +4 +1%
HI
234
Harbour Investments
Wisconsin
$11K +$39 +1 +0.3%
US Bancorp
235
US Bancorp
Minnesota
$9.05K -$3.9K -100 -30%
AF
236
Allworth Financial
California
$8.96K +$7.81K +200 New
HPC
237
HM Payson & Co
Maine
$8.17K +$8.36K +214 New
CI Investments Inc
238
CI Investments Inc
Ontario, Canada
$8K -$547 -14 -6%
CA
239
Clearstead Advisors
Ohio
$6.61K +$78 +2 +1%
EWA
240
EverSource Wealth Advisors
Alabama
$6K +$3.79K +97 +388%
BBHC
241
Brown Brothers Harriman & Co
New York
$5.73K +$5.86K +150 New
PA
242
Parallel Advisors
California
$5.15K
CFD
243
Creative Financial Designs
Indiana
$4.85K
CSB
244
City State Bank
Iowa
$4.77K -$5.86K -150 -55%
GI
245
GAMMA Investing
California
$4.77K +$2.27K +58 +87%
GWSG
246
GPS Wealth Strategies Group
Colorado
$4.39K +$4.49K +115 New
SAM
247
Smartleaf Asset Management
Massachusetts
$2.51K -$8.9K -228 -77%
FHA
248
First Horizon Advisors
Tennessee
$2.4K
CWC
249
Carolinas Wealth Consulting
North Carolina
$2.06K +$625 +16 +42%
IC
250
Innealta Capital
Texas
$1.99K +$2.03K +52 New