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 %
HA
151
HFG Advisors
Ohio
$204K
TAM
152
Tocqueville Asset Management
New York
$203K
Russell Investments Group
153
Russell Investments Group
United Kingdom
$148K -$270K -8,431 -65%
Macquarie Group
154
Macquarie Group
Australia
$145K -$1.39M -43,373 -91%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$123K +$6.66K +208 +6%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$107K -$5.66K -177 -5%
DAM
157
Delta Asset Management
Tennessee
$96K +$96K +3,000 New
AA
158
AlphaMark Advisors
Kentucky
$94K
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$78.8K -$856K -26,737 -92%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$74K +$16.1K +505 +28%
MIM
161
MetLife Investment Management
New Jersey
$69.3K +$14.5K +453 +26%
C
162
Covestor
United Kingdom
$68K +$11.7K +365 +21%
SOW
163
State of Wyoming
Wyoming
$59K -$43.7K -1,367 -43%
Nomura Asset Management
164
Nomura Asset Management
Japan
$45.4K
PA
165
Parallel Advisors
California
$32.1K +$18.1K +566 +130%
GWM
166
Geneos Wealth Management
Colorado
$31.6K +$6.4K +200 +25%
AIG
167
American International Group
New York
$31.2K +$4.54K +142 +17%
CTC
168
Central Trust Company
Missouri
$25.6K
CFGS
169
Concourse Financial Group Securities
Alabama
$14.1K -$2.72K -85 -16%
WT
170
Whittier Trust
California
$13.6K -$3.49K -109 -20%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$11.2K
PPWM
172
PFG Private Wealth Management
Florida
$11.1K +$9.5K +297 +594%
FCA
173
FinTrust Capital Advisors
South Carolina
$10.4K
BWAM
174
Boyd Watterson Asset Management
Ohio
$10.1K
CAL
175
Capital Analysts LLC
Pennsylvania
$10K