292 hedge funds and large institutions have $4.18B invested in Lazard in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+21
Holders Change %
+7.75%
% of All Funds
3.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
55
Increased
113
Reduced
83
Closed
27
Calls
$19.4M
Puts
$5.61M
Net Calls
+$13.7M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
151
Claro Advisors
Massachusetts
$613K +$51 +1 +0%
Wolverine Trading
152
Wolverine Trading
Illinois
$610K -$303K -5,859 -33%
NRD
153
Nebula Research & Development
New York
$578K -$272K -5,289 -32%
NW
154
NewEdge Wealth
Pennsylvania
$576K +$6.69K +130 +1%
GT
155
Glenmede Trust
Pennsylvania
$569K +$70.7K +1,374 +14%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$551K +$109K +2,109 +25%
AG
157
Ascent Group
Virginia
$541K +$47.5K +922 +10%
New York State Teachers Retirement System (NYSTRS)
158
New York State Teachers Retirement System (NYSTRS)
New York
$515K -$6.94K -135 -1%
GHAM
159
Gilman Hill Asset Management
Connecticut
$504K +$12.4K +240 +3%
CB
160
Commerce Bank
Missouri
$503K -$37.1K -720 -7%
PCM
161
Prelude Capital Management
New York
$501K -$693K -13,460 -58%
PGFC
162
Peapack-Gladstone Financial Corp
New Jersey
$499K
ORC
163
O'Rourke & Company
Massachusetts
$498K -$5.05K -98 -1%
EDRH
164
Edmond de Rothschild Holding
Switzerland
$497K -$40.6K -789 -8%
CC
165
Centiva Capital
New York
$494K +$494K +9,600 New
IPW
166
Impact Partnership Wealth
Georgia
$486K +$213K +4,140 +78%
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
$476K +$476K +9,240 New
IP
168
Interval Partners
New York
$464K -$8.05M -156,384 -95%
Creative Planning
169
Creative Planning
Kansas
$455K +$24.7K +480 +6%
BCA
170
Bay Colony Advisors
Massachusetts
$450K -$3.09K -60 -0.7%
EFG
171
Everhart Financial Group
Ohio
$439K +$39.8K +773 +10%
CL
172
Choreo LLC
Illinois
$436K -$60.8K -1,176 -12%
Pathstone Holdings
173
Pathstone Holdings
New Jersey
$426K +$140K +2,722 +49%
CM
174
Crestline Management
Texas
$420K -$399K -7,753 -49%
DC
175
Davenport & Co
Virginia
$405K