We are live on ! Find out more

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
Corient Private Wealth
101
Corient Private Wealth
Florida
$782K -$7.17K -214 -0.8%
JHCP
102
Jackson Hole Capital Partners
Oklahoma
$764K -$6.77K -202 -0.8%
CG
103
Colony Group
Massachusetts
$739K +$799K +23,835 New
AGP
104
Autumn Glory Partners
Texas
$653K +$706K +21,071 New
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$644K +$614K +18,311 +743%
Osaic Holdings
106
Osaic Holdings
Arizona
$614K +$214K +6,396 +48%
GHAM
107
Gilman Hill Asset Management
Connecticut
$592K -$838 -25 -0.1%
ELI
108
Empire Life Investments
Ontario, Canada
$585K -$7.24K -216 -1%
PI
109
PEAK6 Investments
Illinois
$580K +$627K +18,696 New
TCM
110
Teza Capital Management
Illinois
$557K -$101K -3,017 -14%
LPL Financial
111
LPL Financial
California
$541K -$327K -9,755 -36%
OC
112
Oppenheimer & Co
New York
$528K -$6.2K -185 -1%
AB
113
Amalgamated Bank
New York
$514K +$67.4K +2,012 +14%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$507K +$20.3K +606 +4%
HPCM
115
Hunter Perkins Capital Management
Illinois
$475K +$82.1K +2,450 +19%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$459K +$496K +14,805 New
Jacobs Levy Equity Management
117
Jacobs Levy Equity Management
New Jersey
$452K +$488K +14,562 New
VOYA Investment Management
118
VOYA Investment Management
Georgia
$449K -$2.92K -87 -0.6%
IAIM
119
International Assets Investment Management
Florida
$426K +$467K +13,942 New
ARMT
120
Amica Retiree Medical Trust
Rhode Island
$425K
TI
121
Tidal Investments
Wisconsin
$419K +$72.4K +2,161 +19%
Mirae Asset Global Investments
122
Mirae Asset Global Investments
South Korea
$378K +$408K +12,180 New
SDAM
123
Shulman DeMeo Asset Management
New York
$377K -$42.9K -1,279 -10%
SFP
124
Sweet Financial Partners
Minnesota
$372K
CA
125
Claro Advisors
Massachusetts
$368K