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257 hedge funds and large institutions have $2.94B invested in Lazard in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 98 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

72% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $9.38M

61% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 61

12% more funds holding

Funds holding: 229257 (+28)

5.65% more ownership

Funds ownership: 62.63%68.27% (+5.6%)

1% less capital invested

Capital invested by funds: $2.96B → $2.94B (-$16.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
+28
Holders Change %
+12.23%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
98
Reduced
61
Closed
28
Calls
$16.2M
Puts
$9.38M
Net Calls
+$6.79M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.59M -$5.82K -149 -0.4%
RIM
102
Redwood Investment Management
Arizona
$1.59M +$25.9K +664 +2%
SA
103
SpiderRock Advisors
Delaware
$1.57M +$1.14M +29,166 +246%
AllianceBernstein
104
AllianceBernstein
Tennessee
$1.54M -$372K -9,531 -19%
HighTower Advisors
105
HighTower Advisors
Illinois
$1.51M +$10.9K +280 +0.7%
HPCM
106
Hunter Perkins Capital Management
Illinois
$1.41M +$298K +7,640 +26%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$1.4M -$36K -922 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
108
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.38M
FNT
109
First National Trust
Pennsylvania
$1.34M
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$1.32M -$5.12K -131 -0.4%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$1.2M -$914K -23,408 -43%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$1.16M -$28.3K -725 -2%
LPL Financial
113
LPL Financial
California
$1.12M +$46.8K +1,198 +4%
RJA
114
Raymond James & Associates
Florida
$1.1M +$314K +8,035 +39%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$1.09M +$1.11M +28,534 New
SG Americas Securities
116
SG Americas Securities
New York
$1.06M +$669K +17,130 +161%
CSS
117
Cubist Systematic Strategies
Connecticut
$1.05M +$1.07M +27,450 New
OBGC
118
O'Brien Greene & Co
Pennsylvania
$1.01M +$156K +4,000 +18%
BCI
119
Brinker Capital Investments
Pennsylvania
$999K -$28.4K -728 -3%
OPS
120
Orion Portfolio Solutions
Nebraska
$999K -$28.4K -728 -3%
OC
121
Oppenheimer & Co
New York
$958K +$40K +1,025 +4%
JHCP
122
Jackson Hole Capital Partners
Oklahoma
$940K -$37.1K -951 -4%
ASRS
123
Arizona State Retirement System
Arizona
$934K +$956K +24,475 New
NSIM
124
North Star Investment Management
Illinois
$897K -$58.6K -1,500 -6%
Franklin Resources
125
Franklin Resources
California
$892K +$200K +5,112 +28%