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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
SAM
126
Southeastern Asset Management
Tennessee
$873K +$166K +4,255 +23%
DFCM
127
Dark Forest Capital Management
Puerto Rico
$806K +$825K +21,119 New
AGP
128
Autumn Glory Partners
Texas
$804K
OLA
129
Oliver Luxxe Assets
New Jersey
$800K +$818K +20,956 New
I
130
InceptionR
California
$795K +$340K +8,711 +72%
American Century Companies
131
American Century Companies
Missouri
$774K -$566K -14,496 -42%
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$748K
AI
133
Atom Investors
Texas
$747K +$764K +19,562 New
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$735K -$8.63K -221 -1%
LAM
135
LECAP Asset Management
United Kingdom
$726K +$55.6K +1,424 +8%
CAIMH
136
Central Asset Investments & Management Holdings
Hong Kong
$702K +$23K +589 +3%
Victory Capital Management
137
Victory Capital Management
Texas
$692K +$128K +3,265 +22%
GLR
138
Great Lakes Retirement
Ohio
$688K +$78.2K +2,003 +13%
SFP
139
Sweet Financial Partners
Minnesota
$668K
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$659K +$674K +17,249 New
PTC
141
Petrus Trust Company
Texas
$654K +$669K +17,136 New
BFG
142
Bleakley Financial Group
New Jersey
$603K -$54.4K -1,392 -8%
SW
143
Simplicity Wealth
New Jersey
$603K -$51.9K -1,328 -8%
IMRF
144
Illinois Municipal Retirement Fund
Illinois
$540K
X
145
Xponance
Pennsylvania
$532K +$544K +13,924 New
CB
146
Commerce Bank
Missouri
$506K +$2.3K +59 +0.4%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$498K +$146K +3,732 +40%
Mackenzie Financial
148
Mackenzie Financial
Ontario, Canada
$498K -$1M -25,704 -66%
N
149
Numerai
California
$495K -$170K -4,362 -25%
AAS
150
Avantax Advisory Services
Texas
$491K +$502K +12,863 New