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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
Comerica Bank
151
Comerica Bank
Texas
$627K +$28.8K +538 +5%
CA
152
Claro Advisors
Massachusetts
$613K +$54 +1 +0%
Wolverine Trading
153
Wolverine Trading
Illinois
$610K -$314K -5,859 -33%
NRD
154
Nebula Research & Development
New York
$578K -$283K -5,289 -32%
NW
155
NewEdge Wealth
Pennsylvania
$576K +$6.96K +130 +1%
GT
156
Glenmede Trust
Pennsylvania
$569K +$73.6K +1,374 +14%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$551K +$113K +2,109 +25%
AG
158
Ascent Group
Virginia
$541K +$49.4K +922 +10%
New York State Teachers Retirement System (NYSTRS)
159
New York State Teachers Retirement System (NYSTRS)
New York
$515K -$7.23K -135 -1%
GHAM
160
Gilman Hill Asset Management
Connecticut
$504K +$12.9K +240 +3%
CB
161
Commerce Bank
Missouri
$503K -$38.6K -720 -7%
PCM
162
Prelude Capital Management
New York
$501K -$721K -13,460 -58%
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$499K
ORC
164
O'Rourke & Company
Massachusetts
$498K -$5.25K -98 -1%
EDRH
165
Edmond de Rothschild Holding
Switzerland
$497K -$42.3K -789 -8%
CC
166
Centiva Capital
New York
$494K +$514K +9,600 New
IPW
167
Impact Partnership Wealth
Georgia
$486K +$222K +4,140 +78%
Ensign Peak Advisors
168
Ensign Peak Advisors
Utah
$476K +$495K +9,240 New
IP
169
Interval Partners
New York
$464K -$8.38M -156,384 -95%
Creative Planning
170
Creative Planning
Kansas
$455K +$25.7K +480 +6%
BCA
171
Bay Colony Advisors
Massachusetts
$450K -$3.21K -60 -0.7%
EFG
172
Everhart Financial Group
Ohio
$439K +$41.4K +773 +10%
CL
173
Choreo LLC
Illinois
$436K -$63K -1,176 -12%
Pathstone Holdings
174
Pathstone Holdings
New Jersey
$426K +$146K +2,722 +49%
CM
175
Crestline Management
Texas
$420K -$415K -7,753 -49%