210 hedge funds and large institutions have $2.11B invested in Lazard in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 74 reducing their positions, and 19 closing their positions.

Holders
210
Holders Change
Holders Change %
0%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
73
Reduced
74
Closed
19
Calls
$9.63M
Puts
$8.99M
Net Calls
+$646K
Net Calls Change
+$13.2M
Name Market Value Shares Shares
Change
Shares
Change %
SDAM
126
Shulman DeMeo Asset Management
New York
$432K 13,059 +114 +0.9%
VF
127
Virtu Financial
New York
$432K 13,039 +4,258 +48%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$432K 13,041 -26,818 -67%
Mariner
129
Mariner
Kansas
$418K 12,612 -2,241 -15%
Osaic Holdings
130
Osaic Holdings
Arizona
$417K 12,601 +516 +4%
SFI
131
Susquehanna Fundamental Investments
Pennsylvania
$409K 12,342 -56,610 -82%
S
132
SignatureFD
Georgia
$404K 12,203 +12,003 +6,002%
TI
133
Tidal Investments
Wisconsin
$398K 12,013 +631 +6%
CA
134
Claro Advisors
Massachusetts
$393K 11,875 +11,875 New
NW
135
NewEdge Wealth
Pennsylvania
$366K 11,052
AAM
136
Advisors Asset Management
Colorado
$344K 10,398 -38 -0.4%
XT
137
XTX Topco
Cayman Islands
$340K 10,262 +3,440 +50%
SFP
138
Sweet Financial Partners
Minnesota
$331K 10,000
Parallax Volatility Advisers
139
Parallax Volatility Advisers
California
$326K 9,850 +9,850 New
ORC
140
O'Rourke & Company
Massachusetts
$324K 9,778 +34 +0.3%
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$321K 9,701
TPCW
142
TD Private Client Wealth
New York
$316K 9,548 -6,517 -41%
JWM
143
Jeppson Wealth Management
California
$314K 9,493 -15 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
144
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$306K 9,233 -24,967 -73%
RIL
145
Rothschild Investment LLC
Illinois
$285K 8,600
BCA
146
Bay Colony Advisors
Massachusetts
$284K 8,835
HSBC Holdings
147
HSBC Holdings
United Kingdom
$277K 8,484 -75,403 -90%
Ameriprise
148
Ameriprise
Minnesota
$263K 7,942 +188 +2%
ECM
149
EMC Capital Management
Texas
$261K 7,870
New York State Teachers Retirement System (NYSTRS)
150
New York State Teachers Retirement System (NYSTRS)
New York
$244K 7,381 -519 -7%