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Lazard
LAZ

Overview Fund Activity

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

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$211M
2
Victory Capital Management
Victory Capital Management
Texas
$53.6M
3
Invesco
Invesco
Georgia
$63.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$31.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$44M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$135M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$989K
3
TCA
Troluce Capital Advisors
Puerto Rico
$6.47M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.53M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
251
GPS Wealth Strategies Group
Colorado
$5.79K – – –
PTC
252
Private Trust Company
Ohio
$4.03K +$4.03K +80 New
BTI
253
Blue Trust Inc
Georgia
$4.01K +$3.74K +98 +1,400%
FHA
254
First Horizon Advisors
Tennessee
$3.88K +$705 +14 +22%
SAM
255
Smartleaf Asset Management
Massachusetts
$3.48K – – –
EWA
256
EverSource Wealth Advisors
Alabama
$3.27K -$2.87K -57 -47%
LC
257
Lindbrook Capital
California
$3.02K +$3.02K +60 New
CWC
258
Carolinas Wealth Consulting
North Carolina
$2.72K – – –
QC
259
Quent Capital
New York
$2.27K – – –
AWM
260
Avior Wealth Management
Nebraska
$1.6K – – –
JWA
261
JFS Wealth Advisors
Pennsylvania
$1.11K +$1.11K +22 New
CA
262
CoreCap Advisors
Michigan
$756 +$252 +5 +50%
DPW
263
DiNuzzo Private Wealth
Pennsylvania
$454 +$454 +9 New
SIC
264
SJS Investment Consulting
Ohio
$353 +$353 +7 New
IAIM
265
International Assets Investment Management
Florida
$349 +$271 +13,682 +349%
CA
266
Claris Advisors
Missouri
$101 +$101 +2 New
CPA
267
Capital Performance Advisors
California
$101 +$101 +2 New
BIG
268
Brooklyn Investment Group
New York
$51 +$51 +1 New
HNB
269
Huntington National Bank
Ohio
$50 – – –
Norges Bank
270
Norges Bank
Norway
– -$49.3M -1,290,508 Closed
Citadel Advisors
271
Citadel Advisors
Florida
– -$11.7M -307,548 Closed
SGDR
272
SPX Gestao de Recursos
Brazil
– -$8.84M -231,452 Closed
CIC
273
Chilton Investment Company
Connecticut
– -$7.9M -206,798 Closed
Tudor Investment Corp
274
Tudor Investment Corp
Connecticut
– -$5.74M -150,365 Closed
TI
275
Trexquant Investment
Connecticut
– -$5.37M -140,647 Closed
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