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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
SEI Investments
76
SEI Investments
Pennsylvania
$4.48M +$281K +5,243 +6%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$4.42M -$110K -2,054 -2%
M&T Bank
78
M&T Bank
New York
$3.68M -$135K -2,516 -3%
Wells Fargo
79
Wells Fargo
California
$3.56M +$117K +2,183 +3%
TPCW
80
TD Private Client Wealth
New York
$3.45M -$145K -2,715 -4%
IA
81
Icon Advisers
Colorado
$3.38M +$1.47M +27,400 +72%
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$3.13M +$2.37M +44,258 +269%
Deutsche Bank
83
Deutsche Bank
Germany
$2.9M +$44.9K +838 +2%
MCM
84
Monument Capital Management
Virginia
$2.81M +$2.92M +54,563 New
SO
85
STRS Ohio
Ohio
$2.73M -$1.39M -25,912 -33%
CA
86
Callahan Advisors
Texas
$2.73M +$383K +7,151 +16%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$2.65M +$88.5K +1,652 +3%
AMI
88
Amica Mutual Insurance
Rhode Island
$2.64M -$2.08M -38,882 -43%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$2.59M +$2.02M +37,704 +307%
PWM
90
Paulson Wealth Management
Illinois
$2.51M
Treasurer of the State of North Carolina
91
Treasurer of the State of North Carolina
North Carolina
$2.48M +$16.1K +300 +0.6%
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$2.46M -$92.2K -1,722 -3%
WSFS
93
Wilmington Savings Fund Society
Delaware
$2.37M
ATC
94
Argent Trust Co
Tennessee
$2.32M -$15.4K -288 -0.6%
Raymond James Financial
95
Raymond James Financial
Florida
$2.29M +$2.38M +44,389 New
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.16M -$639K -11,923 -22%
AllianceBernstein
97
AllianceBernstein
Tennessee
$2.15M +$231K +4,309 +12%
LPL Financial
98
LPL Financial
California
$2.14M +$686K +12,803 +45%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
99
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.11M +$2.2M +41,000 New
HighTower Advisors
100
HighTower Advisors
Illinois
$2.08M -$3.21K -60 -0.1%