198 hedge funds and large institutions have $2.12B invested in Lazard in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-12
Holders Change %
-5.71%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
68
Reduced
70
Closed
32
Calls
$8.04M
Puts
$3.2M
Net Calls
+$4.84M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
126
Sweet Financial Partners
Minnesota
$384K +$64K +2,000 +20%
CA
127
Claro Advisors
Massachusetts
$380K
TI
128
Tidal Investments
Wisconsin
$363K -$21.3K -665 -6%
NW
129
NewEdge Wealth
Pennsylvania
$354K
AAM
130
Advisors Asset Management
Colorado
$342K +$9.02K +282 +3%
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$310K
ORC
132
O'Rourke & Company
Massachusetts
$305K -$8.1K -253 -3%
TPCW
133
TD Private Client Wealth
New York
$300K -$5.22K -163 -2%
Truist Financial
134
Truist Financial
North Carolina
$292K -$1.27M -39,635 -81%
BCA
135
Bay Colony Advisors
Massachusetts
$283K
TRCT
136
Tower Research Capital (TRC)
New York
$277K +$260K +8,117 +1,526%
MSRPS
137
Maryland State Retirement & Pension System
Maryland
$277K +$68.5K +2,141 +33%
NA
138
NewEdge Advisors
Louisiana
$275K +$268K +8,381 +3,725%
RIL
139
Rothschild Investment LLC
Illinois
$275K
DIM
140
Delta Investment Management
California
$256K +$256K +8,000 New
Legal & General Group
141
Legal & General Group
United Kingdom
$247K -$1.22M -38,146 -83%
GC
142
Guggenheim Capital
Illinois
$241K +$241K +7,526 New
New York State Teachers Retirement System (NYSTRS)
143
New York State Teachers Retirement System (NYSTRS)
New York
$236K
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$230K -$344K -10,747 -60%
Simplex Trading
145
Simplex Trading
Illinois
$225K +$225K +7,052 New
IRC
146
Investors Research Corp
Georgia
$224K
JFG
147
Jefferies Financial Group
New York
$223K +$223K +6,960 New
Franklin Resources
148
Franklin Resources
California
$222K -$2.74M -85,748 -93%
CM
149
Capula Management
Cayman Islands
$217K +$217K +6,780 New
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$216K -$247K -7,718 -53%