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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
SG Americas Securities
126
SG Americas Securities
New York
$1.09M -$286K -6,180 -22%
TCM
127
Teza Capital Management
Illinois
$1.06M +$429K +9,254 +78%
AGP
128
Autumn Glory Partners
Texas
$1.06M
Truist Financial
129
Truist Financial
North Carolina
$1.01M +$422K +9,108 +83%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$1M +$317K +6,845 +52%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$989K -$14.6M -315,252 -94%
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$979K +$7.69K +166 +0.9%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$965K -$434K -9,376 -33%
American Century Companies
134
American Century Companies
Missouri
$964K -$52.8K -1,139 -6%
GLR
135
Great Lakes Retirement
Ohio
$939K +$28.9K +624 +3%
Wolverine Trading
136
Wolverine Trading
Illinois
$891K +$819K +17,668 New
SFP
137
Sweet Financial Partners
Minnesota
$882K
NRD
138
Nebula Research & Development
New York
$832K +$765K +16,523 New
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$829K +$762K +16,458 New
CM
140
Crestline Management
Texas
$801K +$737K +15,909 New
CA
141
Calton & Associates
Florida
$736K +$403K +8,704 New
IMRF
142
Illinois Municipal Retirement Fund
Illinois
$713K
AAS
143
Avantax Advisory Services
Texas
$707K +$53.8K +1,162 +9%
BFG
144
Bleakley Financial Group
New Jersey
$690K -$98.1K -2,117 -13%
LAM
145
LECAP Asset Management
United Kingdom
$689K -$247K -5,335 -28%
X
146
Xponance
Pennsylvania
$674K -$25.2K -543 -4%
LFG
147
Lazard Frères Gestion
France
$659K +$607K +13,096 New
Neuberger Berman Group
148
Neuberger Berman Group
New York
$645K +$278 +6 +0%
AIM
149
Aigen Investment Management
New York
$628K +$194K +4,178 +50%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$625K -$4.19M -90,400 -88%