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Lazard
LAZ

Overview Fund Activity

292 hedge funds and large institutions have $4.18B invested in Lazard in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+21
Holders Change %
+7.75%
% of All Funds
3.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
113
Reduced
83
Closed
27
Calls
$19.4M
Puts
$5.61M
Net Calls
+$13.7M
Net Calls Change
+$5.16M

Top Buyers

1
Amundi
Amundi
France
$46.9M
2
BlackRock
BlackRock
New York
$437M
3
Ameriprise
Ameriprise
Minnesota
$66.1M
4
First Trust Advisors
First Trust Advisors
Illinois
$37.8M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$118M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$445M
2
Walleye Capital
Walleye Capital
New York
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
AI
Ariel Investments
Illinois
$288M
5
TAM
Third Avenue Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
226
Principal Securities
Iowa
$80.8K +$48.9K +950 +153%
EAM
227
Empirical Asset Management
Massachusetts
$74.1K +$74.1K +74,077 New
Nomura Asset Management
228
Nomura Asset Management
Japan
$73.1K – – –
QT
229
Quantbot Technologies
New York
$72.5K +$72.5K +1,408 New
SWM
230
Spire Wealth Management
Virginia
$68.8K +$68.8K +1,337 New
HWA
231
HHM Wealth Advisors
Tennessee
$65.2K +$44.1K +857 +209%
SPIA
232
Steward Partners Investment Advisory
New York
$63.3K +$1.75K +34 +3%
RF
233
Roxbury Financial
New Jersey
$60.1K +$60.1K +1,034 New
GWM
234
Geneos Wealth Management
Colorado
$59.8K +$45.1K +876 +306%
A
235
AlphaQuest
New York
$58.5K +$27K +525 +86%
NA
236
NewEdge Advisors
Louisiana
$50.3K +$17.7K +344 +54%
CA
237
Continuum Advisory
Idaho
$49.4K – – –
BCM
238
Berbice Capital Management
New York
$46.3K +$46.3K +900 New
HFS
239
Hopwood Financial Services
Virginia
$41.2K +$41.2K +800 New
IA
240
IFP Advisors
Florida
$40.3K -$13.1K -254 -24%
RFS
241
Richardson Financial Services
Massachusetts
$39.3K +$1.29K +25 +3%
LDB
242
Lee, Danner & Bass
Tennessee
$30.9K +$30.9K +600 New
MA
243
MCF Advisors
Kentucky
$30.7K – – –
GRP
244
Global Retirement Partners
California
$30.3K +$2.27K +44 +8%
Group One Trading
245
Group One Trading
Illinois
$30.1K +$30.1K +585 New
MCM
246
MAI Capital Management
Ohio
$26K +$26K +505 New
PA
247
Parallel Advisors
California
$25.6K +$3.35K +65 +15%
FFA
248
Farther Finance Advisors
California
$24.2K – – –
BF
249
BOK Financial
Oklahoma
$23.7K – – –
GI
250
GAMMA Investing
California
$23.6K +$2.68K +52 +13%
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