228 hedge funds and large institutions have $2.96B invested in Lazard in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+65
Holders Change %
+39.88%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
97
Increased
56
Reduced
47
Closed
32
Calls
$16.4M
Puts
$4.86M
Net Calls
+$11.5M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
101
LPL Financial
California
$1.18M +$460K +10,978 +64%
PP
102
PDT Partners
New York
$1.16M -$42 -1 -0%
BCI
103
Brinker Capital Investments
Pennsylvania
$1.13M +$1.13M +26,883 New
OPS
104
Orion Portfolio Solutions
Nebraska
$1.13M +$1.13M +26,883 New
CT
105
ClearAlpha Technologies
Connecticut
$1.1M +$1.1M +26,180 New
JHCP
106
Jackson Hole Capital Partners
Oklahoma
$1.07M +$1.07M +25,580 New
NSIM
107
North Star Investment Management
Illinois
$1.05M -$1.59K -38 -0.2%
OC
108
Oppenheimer & Co
New York
$1.01M -$7.96K -190 -0.8%
Jacobs Levy Equity Management
109
Jacobs Levy Equity Management
New Jersey
$983K -$21.9K -523 -2%
Prudential Financial
110
Prudential Financial
New Jersey
$978K +$978K +23,369 New
OBGC
111
O'Brien Greene & Co
Pennsylvania
$942K +$942K +22,500 New
Corient Private Wealth
112
Corient Private Wealth
Florida
$934K -$58.6K -1,400 -6%
AB
113
Amalgamated Bank
New York
$883K +$234K +5,594 +36%
AGP
114
Autumn Glory Partners
Texas
$882K +$882K +21,071 New
RJA
115
Raymond James & Associates
Florida
$867K +$14.3K +341 +2%
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$821K
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$816K +$187K +4,455 +30%
ELI
118
Empire Life Investments
Ontario, Canada
$806K
SAM
119
Southeastern Asset Management
Tennessee
$779K
Franklin Resources
120
Franklin Resources
California
$764K +$764K +18,256 New
CAIMH
121
Central Asset Investments & Management Holdings
Hong Kong
$745K +$745K +17,803 New
LAM
122
LECAP Asset Management
United Kingdom
$737K +$737K +17,594 New
SFP
123
Sweet Financial Partners
Minnesota
$733K +$20.9K +500 +3%
N
124
Numerai
California
$726K +$726K +17,335 New
BFG
125
Bleakley Financial Group
New Jersey
$720K +$720K +17,197 New