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274 hedge funds and large institutions have $4B invested in Lazard in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $14.2M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

36% more capital invested

Capital invested by funds: $2.94B → $4B (+$1.06B)

25% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 77

7% more funds holding

Funds holding: 257274 (+17)

2.11% more ownership

Funds ownership: 68.27%70.39% (+2.1%)

Holders
274
Holders Change
+17
Holders Change %
+6.61%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
96
Reduced
77
Closed
35
Calls
$22.8M
Puts
$14.2M
Net Calls
+$8.59M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
Icon Advisers
Colorado
$1.92M +$1.5M +32,275 +545%
RIM
102
Redwood Investment Management
Arizona
$1.92M +$72.8K +1,572 +4%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$1.89M +$39K +842 +2%
AllianceBernstein
104
AllianceBernstein
Tennessee
$1.88M -$136K -2,925 -7%
HPCM
105
Hunter Perkins Capital Management
Illinois
$1.81M -$48.4K -1,045 -3%
FNT
106
First National Trust
Pennsylvania
$1.77M
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$1.75M +$7.69K +166 +0.5%
JHCP
108
Jackson Hole Capital Partners
Oklahoma
$1.67M +$391K +8,443 +34%
DB
109
Danske Bank
Denmark
$1.64M +$1.51M +32,501 New
Natixis Advisors
110
Natixis Advisors
Massachusetts
$1.48M -$40.4K -872 -3%
LPL Financial
111
LPL Financial
California
$1.45M -$26K -561 -2%
BCI
112
Brinker Capital Investments
Pennsylvania
$1.42M +$92.1K +1,987 +8%
OPS
113
Orion Portfolio Solutions
Nebraska
$1.42M +$92.1K +1,987 +8%
XT
114
XTX Topco
Cayman Islands
$1.4M +$1.29M +27,777 New
RJA
115
Raymond James & Associates
Florida
$1.36M -$78.7K -1,698 -6%
OBGC
116
O'Brien Greene & Co
Pennsylvania
$1.34M
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$1.31M +$296K +6,400 +33%
ASRS
118
Arizona State Retirement System
Arizona
$1.31M +$69.4K +1,498 +6%
OC
119
Oppenheimer & Co
New York
$1.31M +$39.3K +849 +3%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$1.28M +$377K +8,131 +47%
Osaic Holdings
121
Osaic Holdings
Arizona
$1.22M +$575K +12,418 +105%
NSIM
122
North Star Investment Management
Illinois
$1.18M
PCM
123
Prelude Capital Management
New York
$1.17M +$799K +17,253 +291%
SAM
124
Southeastern Asset Management
Tennessee
$1.15M
SBH
125
Segall Bryant & Hamill
Illinois
$1.12M +$1.03M +22,200 New