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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
Creative Planning
176
Creative Planning
Kansas
$421K +$387K +8,351 New
DC
177
Davenport & Co
Virginia
$397K +$45.2K +975 +14%
EFG
178
Everhart Financial Group
Ohio
$390K +$89.9K +1,940 +33%
AB
179
Amalgamated Bank
New York
$365K -$5.28K -114 -2%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$334K +$27.8K +600 +10%
MIM
181
MetLife Investment Management
New Jersey
$331K -$6.02K -130 -2%
RIL
182
Rothschild Investment LLC
Illinois
$327K -$9.27K -200 -3%
APF
183
Alaska Permanent Fund
Alaska
$320K
MSRPS
184
Maryland State Retirement & Pension System
Maryland
$315K -$111K -2,396 -28%
1CM
185
1492 Capital Management
Wisconsin
$303K
URS
186
Utah Retirement Systems
Utah
$302K
PAS
187
Park Avenue Securities
New York
$299K +$275K +5,944 New
HNB
188
Hilltop National Bank
Wyoming
$298K
MML Investors Services
189
MML Investors Services
Massachusetts
$296K +$272K +5,867 New
KeyBank National Association
190
KeyBank National Association
Ohio
$282K +$260K +5,606 New
Pathstone Holdings
191
Pathstone Holdings
New Jersey
$280K -$134K -2,893 -34%
AssetMark Inc
192
AssetMark Inc
California
$273K +$27.3K +589 +12%
IPW
193
Impact Partnership Wealth
Georgia
$267K +$246K +5,302 New
US Bancorp
194
US Bancorp
Minnesota
$257K +$225K +4,867 +2,054%
AAM
195
Advisors Asset Management
Colorado
$248K -$49.2K -1,063 -18%
BHPW
196
Beverly Hills Private Wealth
California
$237K -$48.1K -1,039 -18%
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$235K +$216K +4,670 New
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$233K +$215K +4,633 New
KWMG
199
King Wealth Management Group
Florida
$227K +$208K +4,500 New
MLA
200
My Legacy Advisors
Oregon
$215K +$198K +4,272 New