228 hedge funds and large institutions have $2.96B invested in Lazard in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+65
Holders Change %
+39.88%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
97
Increased
56
Reduced
47
Closed
32
Calls
$16.4M
Puts
$4.86M
Net Calls
+$11.5M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
151
Russell Investments Group
United Kingdom
$390K +$257K +6,132 +193%
NYLIM
152
New York Life Investment Management
New York
$373K -$67.5K -1,612 -15%
HIC
153
Hartline Investment Corp
Illinois
$368K +$368K +8,794 New
BCA
154
Bay Colony Advisors
Massachusetts
$368K +$368K +8,794 New
SOW
155
State of Wyoming
Wyoming
$361K +$361K +8,613 New
MFS
156
Mirabella Financial Services
United Kingdom
$345K +$345K +8,239 New
Legal & General Group
157
Legal & General Group
United Kingdom
$345K +$35.9K +857 +12%
ORC
158
O'Rourke & Company
Massachusetts
$342K +$342K +8,171 New
XT
159
XTX Topco
Cayman Islands
$333K +$333K +7,943 New
MSRPS
160
Maryland State Retirement & Pension System
Maryland
$323K +$323K +8,648 New
AAM
161
Advisors Asset Management
Colorado
$316K -$46.4K -1,109 -13%
RIL
162
Rothschild Investment LLC
Illinois
$297K
PCM
163
Prelude Capital Management
New York
$285K +$285K +6,814 New
CA
164
Cetera Advisors
Colorado
$270K +$270K +6,455 New
AG
165
Ascent Group
Virginia
$259K +$259K +6,180 New
LCM
166
Laurion Capital Management
New York
$257K +$257K +6,128 New
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$256K -$20.9K -500 -8%
BHPW
168
Beverly Hills Private Wealth
California
$255K +$255K +6,097 New
URS
169
Utah Retirement Systems
Utah
$251K -$4.19K -100 -2%
DC
170
Davenport & Co
Virginia
$251K +$251K +6,000 New
IRC
171
Investors Research Corp
Georgia
$228K -$31.4K -750 -12%
DIM
172
Delta Investment Management
California
$209K +$209K +5,000 New
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$204K +$204K +4,871 New
AssetMark Inc
174
AssetMark Inc
California
$182K +$182K +4,357 New
NC
175
nVerses Capital
Florida
$151K +$151K +3,600 New