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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
UBS AM
51
UBS AM
Illinois
$8.61M -$400K -8,643 -5%
First Trust Advisors
52
First Trust Advisors
Illinois
$8.51M +$1.84M +39,808 +31%
Point72 Asset Management
53
Point72 Asset Management
Connecticut
$8.43M +$7.75M +167,331 New
IP
54
Interval Partners
New York
$8.33M +$5.69M +122,817 +288%
SWP
55
Strategic Wealth Partners
Ohio
$8.28M -$1.46M -31,583 -16%
Squarepoint
56
Squarepoint
New York
$8.21M +$7.11M +153,551 +1,627%
Macquarie Group
57
Macquarie Group
Australia
$8.2M -$144K -3,113 -2%
Swedbank
58
Swedbank
Sweden
$8.1M
SOADOR
59
State of Alaska Department of Revenue
Alaska
$7.51M
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$6.65M +$114K +2,450 +2%
TCA
61
Troluce Capital Advisors
Puerto Rico
$6.47M -$13.8M -298,144 -70%
UBS Group
62
UBS Group
Switzerland
$6.15M -$1.26M -27,132 -18%
Goldman Sachs
63
Goldman Sachs
New York
$5.9M -$1.09M -23,438 -17%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$5.87M
CIBC World Market
65
CIBC World Market
Ontario, Canada
$5.74M +$358K +7,732 +7%
CM
66
Castleark Management
Illinois
$5.63M +$5.18M +111,830 New
PE
67
Point72 Europe
United Kingdom
$5.11M +$2.54M +54,903 +118%
Millennium Management
68
Millennium Management
New York
$5.11M +$2.1M +45,405 +81%
Stifel Financial
69
Stifel Financial
Missouri
$4.8M -$694K -14,973 -14%
AMI
70
Amica Mutual Insurance
Rhode Island
$4.55M -$2.74M -59,073 -40%
Legal & General Group
71
Legal & General Group
United Kingdom
$4.49M +$67.8K +1,464 +2%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$4.43M -$7.32K -158 -0.2%
SEI Investments
73
SEI Investments
Pennsylvania
$4.12M +$456K +9,836 +14%
SO
74
STRS Ohio
Ohio
$3.98M +$1.2M +25,912 +49%
SFM
75
Soros Fund Management
New York
$3.91M