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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
Mackenzie Financial
151
Mackenzie Financial
Ontario, Canada
$619K -$34.6K -747 -6%
Verition Fund Management
152
Verition Fund Management
Connecticut
$605K +$556K +12,012 New
CA
153
Claro Advisors
Massachusetts
$599K +$1.07K +23 +0.2%
Jane Street
154
Jane Street
New York
$597K -$7.11M -153,530 -93%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$596K +$26.4K +570 +5%
I
156
InceptionR
California
$594K -$418K -9,019 -43%
Comerica Bank
157
Comerica Bank
Texas
$586K +$23K +497 +4%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$577K +$12.5K +269 +2%
NW
159
NewEdge Wealth
Pennsylvania
$557K
N
160
Numerai
California
$556K -$90.1K -1,945 -15%
RJFSA
161
Raymond James Financial Services Advisors
Florida
$534K +$5.93K +128 +1%
CB
162
Commerce Bank
Missouri
$529K -$128K -2,762 -21%
EDRH
163
Edmond de Rothschild Holding
Switzerland
$526K -$28.6K -617 -6%
ARMT
164
Amica Retiree Medical Trust
Rhode Island
$521K +$480K +10,351 New
New York State Teachers Retirement System (NYSTRS)
165
New York State Teachers Retirement System (NYSTRS)
New York
$511K
BCM
166
Bayesian Capital Management
New York
$510K -$120K -2,600 -20%
ORC
167
O'Rourke & Company
Massachusetts
$492K +$90.7K +1,957 +25%
PGFC
168
Peapack-Gladstone Financial Corp
New Jersey
$489K
GT
169
Glenmede Trust
Pennsylvania
$487K +$448K +9,675 New
AG
170
Ascent Group
Virginia
$483K +$92.5K +1,997 +26%
GHAM
171
Gilman Hill Asset Management
Connecticut
$481K
CL
172
Choreo LLC
Illinois
$473K +$649 +14 +0.1%
BCA
173
Bay Colony Advisors
Massachusetts
$443K
Baird Financial Group
174
Baird Financial Group
Wisconsin
$433K
CGIM
175
Cannon Global Investment Management
Florida
$428K -$23.2K -500 -6%