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274 hedge funds and large institutions have $4B invested in Lazard in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $14.2M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

36% more capital invested

Capital invested by funds: $2.94B → $4B (+$1.06B)

25% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 77

7% more funds holding

Funds holding: 257274 (+17)

2.11% more ownership

Funds ownership: 68.27%70.39% (+2.1%)

Holders
274
Holders Change
+17
Holders Change %
+6.61%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
96
Reduced
77
Closed
35
Calls
$22.8M
Puts
$14.2M
Net Calls
+$8.59M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
226
Allspring Global Investments
North Carolina
$30.1K
MA
227
MCF Advisors
Kentucky
$30K +$5.93K +128 +27%
RFS
228
Richardson Financial Services
Massachusetts
$28.1K
GRP
229
Global Retirement Partners
California
$27.5K +$11.5K +249 +84%
BF
230
BOK Financial
Oklahoma
$24.2K +$23.2K +500 New
FFA
231
Farther Finance Advisors
California
$23.7K +$20.7K +446 +1,784%
PA
232
Parallel Advisors
California
$21.8K +$13.8K +297 +220%
WT
233
Whittier Trust
California
$21.4K
HWA
234
HHM Wealth Advisors
Tennessee
$20.7K
GI
235
GAMMA Investing
California
$20.5K +$13.1K +282 +226%
CTC
236
Central Trust Company
Missouri
$20.2K
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$17.6K
BWAM
238
Boyd Watterson Asset Management
Ohio
$16K
FCA
239
FinTrust Capital Advisors
South Carolina
$15.1K
HI
240
Harbour Investments
Wisconsin
$14.5K +$93 +2 +0.7%
GWM
241
Geneos Wealth Management
Colorado
$14.4K +$13.3K +286 New
HBW
242
Hazlett, Burt & Watson
West Virginia
$11K +$10.4K +225 New
HPC
243
HM Payson & Co
Maine
$10.8K
LIS
244
Legacy Investment Solutions
Idaho
$10.7K +$9.03K +195 New
LWMI
245
Legacy Wealth Management (Idaho)
Idaho
$10.7K +$9.03K +195 New
CI Investments Inc
246
CI Investments Inc
Ontario, Canada
$10K -$93 -2 -1%
Credit Agricole
247
Credit Agricole
France
$9.67K +$889K +19,199 New
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$9.12K +$8.38K +181 New
M
249
MOTCO
Texas
$8.92K +$8.2K +177 New
CA
250
Clearstead Advisors
Ohio
$8.82K +$93 +2 +1%