195 hedge funds and large institutions have $1.97B invested in Lazard in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
62
Reduced
69
Closed
30
Calls
$8.46M
Puts
$3.88M
Net Calls
+$4.58M
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$10.9K
US Bancorp
177
US Bancorp
Minnesota
$10.5K +$9.21K +297 +743%
BWAM
178
Boyd Watterson Asset Management
Ohio
$9.83K
FCA
179
FinTrust Capital Advisors
South Carolina
$9.3K
CAL
180
Capital Analysts LLC
Pennsylvania
$9K
CSB
181
City State Bank
Iowa
$9K
HI
182
Harbour Investments
Wisconsin
$8.75K +$62 +2 +0.7%
PPWM
183
PFG Private Wealth Management
Florida
$6.42K -$4.34K -140 -40%
GRP
184
Global Retirement Partners
California
$5.13K +$2.58K +88 +101%
CI Investments Inc
185
CI Investments Inc
Ontario, Canada
$5K +$361 +12 +8%
GI
186
Gradient Investments
Minnesota
$4.24K +$402 +13 +10%
NS
187
NBC Securities
Alabama
$4K +$4K +150 New
TWC
188
TD Waterhouse Canada
Ontario, Canada
$3.02K
IA
189
IFP Advisors
Florida
$2.33K
CWM
190
CarsonAllaria Wealth Management
Illinois
$1.55K
EARNEST Partners
191
EARNEST Partners
Georgia
$1.55K
SWM
192
Spire Wealth Management
Virginia
$1.09K
DAC
193
Dividend Assets Capital
South Carolina
$1K
AWM
194
Avior Wealth Management
Nebraska
$934 +$31 +1 +3%
HNB
195
Huntington National Bank
Ohio
$31
Jennison Associates
196
Jennison Associates
New York
-$12.8M -398,621 Closed
P2P
197
Phase 2 Partners
California
-$9.88M -308,813 Closed
FP
198
Foundry Partners
Minnesota
-$5.71M -178,298 Closed
GC
199
Globeflex Capital
California
-$4M -124,920 Closed
RGC
200
Redwood Grove Capital
California
-$3.79M -118,466 Closed