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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
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$1.61M +$1.74M +51,786 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$1.54M -$647K -19,293 -28%
NICM
78
Neo Ivy Capital Management
New York
$1.54M +$1.66M +49,596 New
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.53M -$160K -4,764 -9%
PWM
80
Paulson Wealth Management
Illinois
$1.51M
Treasurer of the State of North Carolina
81
Treasurer of the State of North Carolina
North Carolina
$1.49M -$130K -3,878 -7%
ATC
82
Argent Trust Co
Tennessee
$1.48M +$567K +16,930 +55%
M&T Bank
83
M&T Bank
New York
$1.43M -$275K -8,198 -15%
JEST
84
JTC Employer Solutions Trustee
Jersey
$1.4M
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$1.33M +$6.54K +195 +0.5%
Hotchkis & Wiley Capital Management
86
Hotchkis & Wiley Capital Management
California
$1.3M
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$1.29M +$55.6K +1,658 +4%
HighTower Advisors
88
HighTower Advisors
Illinois
$1.28M +$9.55K +285 +0.7%
American Century Companies
89
American Century Companies
Missouri
$1.25M -$208K -6,219 -13%
SAM
90
Secure Asset Management
Michigan
$1.16M -$474K -14,151 -28%
Walleye Trading
91
Walleye Trading
New York
$1.15M -$319K -9,529 -20%
SEI Investments
92
SEI Investments
Pennsylvania
$1.12M +$368K +10,982 +44%
Mitsubishi UFJ Trust & Banking
93
Mitsubishi UFJ Trust & Banking
Japan
$1.08M +$41K +1,223 +4%
Handelsbanken Fonder
94
Handelsbanken Fonder
Sweden
$980K +$530K +15,800 +100%
FNT
95
First National Trust
Pennsylvania
$889K
RAM
96
RWC Asset Management
United Kingdom
$888K -$6M -178,904 -86%
RJA
97
Raymond James & Associates
Florida
$804K +$242K +7,210 +39%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$798K +$155K +4,620 +22%
NSIM
99
North Star Investment Management
Illinois
$789K -$29.5K -881 -3%
California State Teachers Retirement System (CalSTRS)
100
California State Teachers Retirement System (CalSTRS)
California
$785K -$414K -12,351 -33%