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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
OKSA
51
O'Keefe Stevens Advisory
New York
$10.9M +$128K +2,386 +1%
Swedbank
52
Swedbank
Sweden
$10.7M +$2.47M +46,200 +29%
RCW
53
Rheos Capital Works
Japan
$10.6M +$1.61M +30,000 +17%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$10.5M +$214 +4 +0%
CAG
55
Crestwood Advisors Group
Massachusetts
$9.52M +$39.5K +738 +0.4%
Swiss National Bank
56
Swiss National Bank
Switzerland
$9.13M +$64.3K +1,200 +0.7%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$8.34M +$4.54M +84,699 +110%
Macquarie Group
58
Macquarie Group
Australia
$8.3M -$76.6K -1,430 -0.9%
JP Morgan Chase
59
JP Morgan Chase
New York
$8.16M -$1.64M -30,641 -16%
SOADOR
60
State of Alaska Department of Revenue
Alaska
$8.1M +$442K +8,250 +6%
CM
61
Castleark Management
Illinois
$6.85M +$1.14M +21,250 +19%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$6.66M -$147K -2,737 -2%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$6.37M +$2.92M +54,436 +79%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$6M
SFM
65
Soros Fund Management
New York
$5.96M +$2.04M +38,000 +49%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$5.92M +$58.1K +1,084 +1%
Tudor Investment Corp
67
Tudor Investment Corp
Connecticut
$5.59M +$5.81M +108,558 New
Barclays
68
Barclays
United Kingdom
$5.34M -$4.87M -90,838 -47%
Franklin Resources
69
Franklin Resources
California
$5.13M +$5.34M +99,604 New
Stifel Financial
70
Stifel Financial
Missouri
$4.93M +$19.6K +365 +0.4%
Legal & General Group
71
Legal & General Group
United Kingdom
$4.83M +$245K +4,582 +5%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$4.62M +$3.74M +69,790 +351%
MAP
73
Moody Aldrich Partners
Massachusetts
$4.61M +$864K +16,121 +22%
OLA
74
Oliver Luxxe Assets
New Jersey
$4.55M +$2.44M +45,549 +104%
EP
75
Edgestream Partners
New Jersey
$4.49M +$4.67M +87,172 New