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257 hedge funds and large institutions have $2.94B invested in Lazard in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 98 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

72% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $9.38M

61% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 61

12% more funds holding

Funds holding: 229257 (+28)

5.65% more ownership

Funds ownership: 62.63%68.27% (+5.6%)

1% less capital invested

Capital invested by funds: $2.96B → $2.94B (-$16.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
+28
Holders Change %
+12.23%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
98
Reduced
61
Closed
28
Calls
$16.2M
Puts
$9.38M
Net Calls
+$6.79M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$18.8M +$6.75M +172,847 +54%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$18.4M +$3.04M +77,974 +19%
JP Morgan Chase
28
JP Morgan Chase
New York
$18.2M +$850K +21,776 +5%
TCA
29
Troluce Capital Advisors
Puerto Rico
$16.3M -$4.59M -117,500 -22%
BCM
30
Basswood Capital Management
New York
$15.4M -$2.85M -73,054 -15%
Bank of America
31
Bank of America
North Carolina
$15M -$2.61M -66,858 -15%
PCM
32
Penn Capital Management
Pennsylvania
$14.9M +$3.39M +86,694 +29%
MIIM
33
Mesirow Institutional Investment Management
Illinois
$14.5M +$133K +3,399 +0.9%
CIC
34
Crawford Investment Counsel
Georgia
$13.4M +$788K +20,171 +6%
Citigroup
35
Citigroup
New York
$13.2M +$1.07M +27,438 +9%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$12.8M +$2.85M +72,882 +28%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$12M +$2.31M +59,268 +23%
Citadel Advisors
38
Citadel Advisors
Florida
$11.7M +$10.2M +261,815 +572%
Barclays
39
Barclays
United Kingdom
$10.9M -$7.98M -204,345 -42%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$10.8M -$736K -18,855 -6%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$10.6M +$1.22M +31,211 +13%
N
42
Nuveen
North Carolina
$10.6M -$7.84M -200,667 -42%
SGDR
43
SPX Gestao de Recursos
Brazil
$8.84M +$5.06M +129,490 +127%
Invesco
44
Invesco
Georgia
$8.71M -$12.7M -324,445 -59%
OKSA
45
O'Keefe Stevens Advisory
New York
$7.99M +$189K +4,851 +2%
CIC
46
Chilton Investment Company
Connecticut
$7.9M +$358K +9,161 +5%
SWP
47
Strategic Wealth Partners
Ohio
$7.48M +$545K +13,958 +8%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$7.37M +$237K +6,078 +3%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$7.1M +$7.26M +186,008 New
CAG
50
Crestwood Advisors Group
Massachusetts
$6.97M +$146K +3,742 +2%