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294 hedge funds and large institutions have $4.18B invested in Lazard in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $5.61M

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

33% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 85

7% more funds holding

Funds holding: 274294 (+20)

1.64% more ownership

Funds ownership: 70.39%72.03% (+1.6%)

4% more capital invested

Capital invested by funds: $4B → $4.18B (+$180M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
294
Holders Change
+20
Holders Change %
+7.3%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
54
Increased
113
Reduced
85
Closed
27
Calls
$19.4M
Puts
$5.61M
Net Calls
+$13.7M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$35.3M -$10.8M -200,824 -23%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$34.9M +$20.4M +381,546 +128%
Federated Hermes
28
Federated Hermes
Pennsylvania
$32.5M -$3.34M -62,380 -9%
Goldman Sachs
29
Goldman Sachs
New York
$30.7M +$25.6M +478,837 +409%
NSGL
30
No Street GP LP
California
$29.6M -$3.72M -69,392 -11%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$24.7M +$8.47M +158,061 +49%
Fidelity International
32
Fidelity International
Bermuda
$21.6M +$22.5M +419,799 New
CIC
33
Crawford Investment Counsel
Georgia
$18.4M +$71.6K +1,336 +0.4%
RIM
34
Ranger Investment Management
Texas
$18.4M +$19.1M +356,875 New
Citigroup
35
Citigroup
New York
$17.6M -$7.93K -148 -0%
KPM
36
Kinetic Partners Management
Florida
$16.9M +$17.6M +329,080 New
BCM
37
Basswood Capital Management
New York
$16.2M -$5.17M -96,558 -23%
PCM
38
Penn Capital Management
Pennsylvania
$16M -$3.16M -59,016 -16%
UBS Group
39
UBS Group
Switzerland
$15.7M +$9.82M +183,339 +150%
PFMOSF
40
Philadelphia Financial Management of San Francisco
California
$15M +$15.6M +291,226 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$14.2M -$562K -10,486 -4%
Alyeska Investment Group
42
Alyeska Investment Group
Illinois
$14.2M +$14.7M +275,067 New
N
43
Nuveen
North Carolina
$14M -$12.6K -236 -0.1%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$13.5M -$154K -2,866 -1%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$13M +$9.62M +179,511 +249%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$12.3M +$11.7M +218,755 +1,114%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$11.8M -$19.5K -364 -0.2%
Bank of America
48
Bank of America
North Carolina
$11.7M -$5.29M -98,741 -30%
SWP
49
Strategic Wealth Partners
Ohio
$11.7M +$2.78M +51,823 +32%
UBS AM
50
UBS AM
Illinois
$11.3M +$2.62M +48,956 +29%