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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
CAG
51
Crestwood Advisors Group
Massachusetts
$3.47M +$3.76M +112,035 New
AMI
52
Amica Mutual Insurance
Rhode Island
$3.39M
BCM
53
Basswood Capital Management
New York
$3.31M -$3.14M -93,764 -47%
UBS AM
54
UBS AM
Illinois
$3.08M -$1.47M -43,949 -31%
KWM
55
Kingsview Wealth Management
Oregon
$3.03M +$2.81M +83,927 +603%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$3M -$579K -17,274 -15%
IG
57
ING Group
Netherlands
$2.94M -$469K -14,000 -13%
TRSOTSOK
58
Teachers Retirement System of the State of Kentucky
Kentucky
$2.72M +$33.5K +1,000 +1%
TAM
59
Todd Asset Management
Kentucky
$2.72M +$33.5K +1,000 +1%
Wells Fargo
60
Wells Fargo
California
$2.59M +$497K +14,818 +22%
PP
61
PDT Partners
New York
$2.35M -$570 -17 -0%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$2.29M
TD Asset Management
63
TD Asset Management
Ontario, Canada
$2.24M -$459K -13,701 -16%
Two Sigma Investments
64
Two Sigma Investments
New York
$2.19M +$1.73M +51,697 +272%
Stifel Financial
65
Stifel Financial
Missouri
$2.15M +$1.52M +45,300 +189%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
66
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.1M +$2.27M +67,700 New
AllianceBernstein
67
AllianceBernstein
Tennessee
$2.07M +$607K +18,117 +37%
DFCM
68
Dark Forest Capital Management
Puerto Rico
$1.93M +$2.09M +62,277 New
Victory Capital Management
69
Victory Capital Management
Texas
$1.92M -$8.31M -247,930 -80%
SWP
70
Strategic Wealth Partners
Ohio
$1.82M +$1.97M +58,797 New
LSC
71
Lesa Sroufe & Co
Washington
$1.69M -$16.7K -499 -0.9%
IMRF
72
Illinois Municipal Retirement Fund
Illinois
$1.67M
Deutsche Bank
73
Deutsche Bank
Germany
$1.66M -$20.4M -609,373 -92%
SO
74
STRS Ohio
Ohio
$1.64M
FWC
75
First Washington Corp
Washington
$1.62M +$79.5K +2,372 +5%