We are live on ! Find out more

195 hedge funds and large institutions have $1.97B invested in Lazard in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $8.46M | Put options by funds: $3.88M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

2% less funds holding

Funds holding: 198195 (-3)

2.66% less ownership

Funds ownership: 58.93%56.28% (-2.7%)

7% less capital invested

Capital invested by funds: $2.12B → $1.97B (-$152M)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

Holders
195
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
62
Reduced
69
Closed
30
Calls
$8.46M
Puts
$3.88M
Net Calls
+$4.58M
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$10.7M +$3.46M +103,118 +43%
JP Morgan Chase
27
JP Morgan Chase
New York
$10.4M +$6.21M +185,385 +124%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$9.35M -$23.5K -700 -0.2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$8.79M +$46.5K +1,387 +0.5%
Bank of America
30
Bank of America
North Carolina
$8.62M -$3.11M -92,833 -25%
Invesco
31
Invesco
Georgia
$8.18M -$926K -27,639 -9%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$7.6M +$1.51M +44,976 +22%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$6.64M +$404K +12,044 +6%
OKSA
34
O'Keefe Stevens Advisory
New York
$6.63M +$2.25M +67,086 +46%
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$6.59M +$7.12M +212,516 New
Jane Street
36
Jane Street
New York
$6.29M +$3.52M +104,988 +107%
Principal Financial Group
37
Principal Financial Group
Iowa
$6M -$253K -7,551 -4%
First Trust Advisors
38
First Trust Advisors
Illinois
$5.97M -$7.01M -209,053 -52%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$5.76M +$50.7K +1,513 +0.8%
Swedbank
40
Swedbank
Sweden
$4.99M
Renaissance Technologies
41
Renaissance Technologies
New York
$4.83M +$5.22M +155,600 New
Citadel Advisors
42
Citadel Advisors
Florida
$4.8M -$646K -19,262 -11%
LSV Asset Management
43
LSV Asset Management
Illinois
$4.68M -$8.25M -246,133 -62%
SOADOR
44
State of Alaska Department of Revenue
Alaska
$4.63M
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$4M -$984K -29,355 -19%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$3.9M +$3.89M +116,183 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.88M -$9.59K -286 -0.2%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$3.61M +$5.7K +170 +0.1%
CIC
49
Crawford Investment Counsel
Georgia
$3.61M +$27.5K +820 +0.7%
WMSA
50
Weiss Multi-Strategy Advisers
New York
$3.58M -$3.34M -99,500 -46%