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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
Ameriprise
26
Ameriprise
Minnesota
$32.6M +$6.62M +142,960 +28%
NSGL
27
No Street GP LP
California
$32.5M -$4.89M -105,608 -14%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$31.9M +$29.4M +633,890 New
BCM
29
Basswood Capital Management
New York
$20.7M +$403K +8,702 +2%
PCM
30
Penn Capital Management
Pennsylvania
$18.7M -$941K -20,303 -5%
TAM
31
Third Avenue Management
New York
$18.3M -$8.72M -188,294 -34%
CIC
32
Crawford Investment Counsel
Georgia
$17.9M +$192K +4,149 +1%
Citigroup
33
Citigroup
New York
$17.2M -$140K -3,015 -0.9%
Bank of America
34
Bank of America
North Carolina
$16.5M -$3.09M -66,799 -17%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$16.2M -$7.84M -169,178 -34%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$15M +$843K +18,194 +7%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$14.4M -$1.25M -26,882 -9%
N
38
Nuveen
North Carolina
$13.7M -$245K -5,293 -2%
ACL
39
Azora Capital LP
Florida
$13.6M +$12.5M +269,160 New
MIIM
40
Mesirow Institutional Investment Management
Illinois
$13.6M -$5.14M -110,997 -29%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$13.3M -$877K -18,931 -7%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$11.6M +$2M +43,272 +23%
ECM
43
ExodusPoint Capital Management
New York
$11.1M +$10.2M +220,953 New
OKSA
44
O'Keefe Stevens Advisory
New York
$10.5M -$32K -690 -0.3%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$10.2M +$466K +10,059 +5%
Barclays
46
Barclays
United Kingdom
$9.8M -$4.22M -91,126 -32%
JP Morgan Chase
47
JP Morgan Chase
New York
$9.53M -$13.4M -288,220 -60%
CAG
48
Crestwood Advisors Group
Massachusetts
$9.28M +$76.7K +1,655 +0.9%
Swiss National Bank
49
Swiss National Bank
Switzerland
$8.87M +$190K +4,100 +2%
RCW
50
Rheos Capital Works
Japan
$8.82M +$4.4M +95,000 +119%