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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 %
AWM
276
Avior Wealth Management
Nebraska
$1.65K +$52 +1 +3%
HWM
277
Hemington Wealth Management
Virginia
$1K +$478 +11 +92%
NMG
278
New Millennium Group
Utah
$824 +$824 +16 New
CA
279
CoreCap Advisors
Michigan
$772 – – –
WA
280
Whipplewood Advisors
Colorado
$772 +$772 +15 New
MEG
281
Millstone Evans Group
Colorado
$772 +$772 +15 New
CT
282
Colonial Trust
South Carolina
$772 +$772 +15 New
S
283
SignatureFD
Georgia
$669 +$669 +13 New
WA
284
WPG Advisers
Maryland
$566 +$566 +11 New
SIC
285
SJS Investment Consulting
Ohio
$464 +$103 +2 +29%
DPW
286
DiNuzzo Private Wealth
Pennsylvania
$309 -$155 -3 -33%
AF
287
Allworth Financial
California
$217 +$217 +4 New
GFPC
288
Global Financial Private Client
Florida
$154 +$154 +3 New
BIG
289
Brooklyn Investment Group
New York
$52 – – –
HNB
290
Huntington National Bank
Ohio
$51 – – –
PWM
291
Parkworth Wealth Management
California
$51 +$51 +1 New
Walleye Capital
292
Walleye Capital
New York
– -$35.9M -711,697 Closed
Balyasny Asset Management
293
Balyasny Asset Management
Illinois
– -$31.9M -633,890 Closed
TAM
294
Third Avenue Management
New York
– -$18.3M -362,515 Closed
ACL
295
Azora Capital LP
Florida
– -$13.6M -269,160 Closed
MIIM
296
Mesirow Institutional Investment Management
Illinois
– -$13.6M -268,990 Closed
ECM
297
ExodusPoint Capital Management
New York
– -$11.1M -220,953 Closed
Point72 Asset Management
298
Point72 Asset Management
Connecticut
– -$8.43M -167,331 Closed
Squarepoint
299
Squarepoint
New York
– -$8.21M -162,989 Closed
TCA
300
Troluce Capital Advisors
Puerto Rico
– -$6.47M -128,456 Closed
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