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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
D.E. Shaw & Co
126
D.E. Shaw & Co
New York
$1.16M -$155K -2,900 -11%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$1.16M +$177K +3,296 +17%
SBH
128
Segall Bryant & Hamill
Illinois
$1.14M
AGP
129
Autumn Glory Partners
Texas
$1.08M
Truist Financial
130
Truist Financial
North Carolina
$1.07M +$40.2K +750 +4%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$992K -$8.41K -157 -0.8%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$989K +$908K +16,946 +747%
GLR
133
Great Lakes Retirement
Ohio
$977K +$17.9K +335 +2%
KK
134
KLP Kapitalforvaltning
Norway
$947K +$986K +18,400 New
Mackenzie Financial
135
Mackenzie Financial
Ontario, Canada
$899K +$277K +5,170 +42%
C
136
Croban
Ohio
$851K +$885K +16,529 New
TCM
137
Teza Capital Management
Illinois
$850K -$244K -4,564 -22%
LAM
138
LECAP Asset Management
United Kingdom
$819K +$119K +2,223 +16%
AG
139
Algert Global
California
$755K +$785K +14,662 New
AAS
140
Avantax Advisory Services
Texas
$730K +$7.98K +149 +1%
IMRF
141
Illinois Municipal Retirement Fund
Illinois
$728K
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$728K +$124K +2,306 +19%
X
143
Xponance
Pennsylvania
$720K +$32.5K +606 +5%
I
144
InceptionR
California
$704K +$100K +1,876 +16%
BFG
145
Bleakley Financial Group
New Jersey
$700K -$5.25K -98 -0.7%
PAM
146
Paradigm Asset Management
New York
$674K +$702K +13,100 New
CCIA
147
Campbell & Co Investment Adviser
Maryland
$672K +$700K +13,061 New
Neuberger Berman Group
148
Neuberger Berman Group
New York
$659K
Pictet Asset Management
149
Pictet Asset Management
Switzerland
$656K +$68.7K +1,283 +11%
AGDI
150
Absolute Gestao de Investimentos
Brazil
$644K +$670K +12,500 New