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294 hedge funds and large institutions have $4.18B invested in Lazard in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $5.61M

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

33% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 85

7% more funds holding

Funds holding: 274294 (+20)

1.64% more ownership

Funds ownership: 70.39%72.03% (+1.6%)

4% more capital invested

Capital invested by funds: $4B → $4.18B (+$180M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
294
Holders Change
+20
Holders Change %
+7.3%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
54
Increased
113
Reduced
85
Closed
27
Calls
$19.4M
Puts
$5.61M
Net Calls
+$13.7M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
276
Logan Capital Management
Pennsylvania
$2.86K +$2.95K +55 New
QC
277
Quent Capital
New York
$2.32K
AWM
278
Avior Wealth Management
Nebraska
$1.65K +$54 +1 +3%
HWM
279
Hemington Wealth Management
Virginia
$1K +$589 +11 +92%
NMG
280
New Millennium Group
Utah
$824 +$857 +16 New
CA
281
CoreCap Advisors
Michigan
$772
CT
282
Colonial Trust
South Carolina
$772 +$803 +15 New
MEG
283
Millstone Evans Group
Colorado
$772 +$803 +15 New
WA
284
Whipplewood Advisors
Colorado
$772 +$803 +15 New
S
285
SignatureFD
Georgia
$669 +$696 +13 New
WA
286
WPG Advisers
Maryland
$566 +$589 +11 New
SIC
287
SJS Investment Consulting
Ohio
$464 +$107 +2 +29%
DPW
288
DiNuzzo Private Wealth
Pennsylvania
$309 -$161 -3 -33%
AF
289
Allworth Financial
California
$217 +$214 +4 New
GFPC
290
Global Financial Private Client
Florida
$154 +$161 +3 New
BIG
291
Brooklyn Investment Group
New York
$52
HNB
292
Huntington National Bank
Ohio
$51
PWM
293
Parkworth Wealth Management
California
$51 +$54 +1 New
Walleye Capital
294
Walleye Capital
New York
-$38.1M -711,697 Closed
Balyasny Asset Management
295
Balyasny Asset Management
Illinois
-$31.9M -633,890 Closed
TAM
296
Third Avenue Management
New York
-$18.3M -362,515 Closed
ACL
297
Azora Capital LP
Florida
-$13.6M -269,160 Closed
MIIM
298
Mesirow Institutional Investment Management
Illinois
-$13.6M -268,990 Closed
ECM
299
ExodusPoint Capital Management
New York
-$11.1M -220,953 Closed
Point72 Asset Management
300
Point72 Asset Management
Connecticut
-$8.43M -167,331 Closed