We are live on ! Find out more

274 hedge funds and large institutions have $4B invested in Lazard in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $14.2M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

36% more capital invested

Capital invested by funds: $2.94B → $4B (+$1.06B)

25% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 77

7% more funds holding

Funds holding: 257274 (+17)

2.11% more ownership

Funds ownership: 68.27%70.39% (+2.1%)

Holders
274
Holders Change
+17
Holders Change %
+6.61%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
96
Reduced
77
Closed
35
Calls
$22.8M
Puts
$14.2M
Net Calls
+$8.59M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
301
nVerses Capital
Florida
-$168K -4,400 Closed
LAS
302
LWM Advisory Services
Florida
-$488K -2,316 Closed
RWMG
303
Redwood Wealth Management Group
New Jersey
-$86.6K -2,269 Closed
LFG
304
Larson Financial Group
Missouri
-$38.2K -1,000 Closed
AF
305
Allworth Financial
California
-$8.96K -200 Closed
BBHC
306
Brown Brothers Harriman & Co
New York
-$5.73K -150 Closed
IC
307
Innealta Capital
Texas
-$1.99K -52 Closed
HWM
308
Hemington Wealth Management
Virginia
+$556 +12 New