271 hedge funds and large institutions have $3.93B invested in Lazard in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+15
Holders Change %
+5.86%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
51
Increased
96
Reduced
77
Closed
36
Calls
$22.8M
Puts
$14.2M
Net Calls
+$8.59M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
226
Global Retirement Partners
California
$27.5K +$12.5K +249 +84%
BF
227
BOK Financial
Oklahoma
$24.2K +$24.2K +500 New
FFA
228
Farther Finance Advisors
California
$23.7K +$22.5K +446 +1,784%
PA
229
Parallel Advisors
California
$21.8K +$15K +297 +220%
WT
230
Whittier Trust
California
$21.4K
HWA
231
HHM Wealth Advisors
Tennessee
$20.7K
GI
232
GAMMA Investing
California
$20.5K +$14.2K +282 +226%
CTC
233
Central Trust Company
Missouri
$20.2K
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$17.6K
BWAM
235
Boyd Watterson Asset Management
Ohio
$16K
FCA
236
FinTrust Capital Advisors
South Carolina
$15.1K
HI
237
Harbour Investments
Wisconsin
$14.5K +$101 +2 +0.7%
GWM
238
Geneos Wealth Management
Colorado
$14.4K +$14.4K +286 New
HBW
239
Hazlett, Burt & Watson
West Virginia
$11K +$11K +225 New
HPC
240
HM Payson & Co
Maine
$10.8K
LWMI
241
Legacy Wealth Management (Idaho)
Idaho
$10.7K +$10.7K +195 New
LIS
242
Legacy Investment Solutions
Idaho
$10.7K +$10.7K +195 New
CI Investments Inc
243
CI Investments Inc
Ontario, Canada
$10K -$100 -2 -1%
Credit Agricole
244
Credit Agricole
France
$9.67K +$9.67K +19,199 New
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$9.12K +$9.12K +181 New
M
246
MOTCO
Texas
$8.92K +$8.92K +177 New
CA
247
Clearstead Advisors
Ohio
$8.82K +$101 +2 +1%
CFD
248
Creative Financial Designs
Indiana
$6.4K
CSB
249
City State Bank
Iowa
$6.3K
LWANC
250
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.05K +$6.05K +120 New