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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
PFSRSONJ
101
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.05M +$2.14M +39,899 New
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$1.96M -$97.7K -1,824 -5%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$1.95M +$25.1K +469 +1%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.94M -$115K -2,152 -5%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$1.92M +$131K +2,454 +7%
FNT
106
First National Trust
Pennsylvania
$1.81M
JHCP
107
Jackson Hole Capital Partners
Oklahoma
$1.78M +$76.2K +1,422 +4%
WAM
108
Weiss Asset Management
Massachusetts
$1.73M +$1.8M +33,683 New
Credit Agricole
109
Credit Agricole
France
$1.7M +$739K +13,798 +72%
CAIMH
110
Central Asset Investments & Management Holdings
Hong Kong
$1.65M +$1.71M +32,000 New
HPCM
111
Hunter Perkins Capital Management
Illinois
$1.61M -$247K -4,620 -13%
MAM
112
Martingale Asset Management
Massachusetts
$1.48M +$1.54M +28,801 New
Natixis Advisors
113
Natixis Advisors
Massachusetts
$1.48M -$33.6K -627 -2%
OC
114
Oppenheimer & Co
New York
$1.45M +$116K +2,169 +8%
Calamos Advisors
115
Calamos Advisors
Illinois
$1.42M +$1.48M +27,557 New
BCI
116
Brinker Capital Investments
Pennsylvania
$1.41M -$37.4K -699 -2%
OPS
117
Orion Portfolio Solutions
Nebraska
$1.41M -$37.4K -699 -2%
OBGC
118
O'Brien Greene & Co
Pennsylvania
$1.39M +$26.8K +500 +2%
ASRS
119
Arizona State Retirement System
Arizona
$1.35M +$10.5K +196 +0.8%
DFCM
120
Dark Forest Capital Management
Puerto Rico
$1.26M -$891K -16,643 -41%
Handelsbanken Fonder
121
Handelsbanken Fonder
Sweden
$1.22M -$123K -2,300 -9%
NSIM
122
North Star Investment Management
Illinois
$1.21M
SAM
123
Southeastern Asset Management
Tennessee
$1.18M
DB
124
Danske Bank
Denmark
$1.17M -$520K -9,700 -30%
Osaic Holdings
125
Osaic Holdings
Arizona
$1.17M -$83.2K -1,554 -6%