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Lazard
LAZ

Overview Fund Activity

271 hedge funds and large institutions have $3.93B invested in Lazard in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+15
Holders Change %
+5.86%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
51
Increased
96
Reduced
77
Closed
36
Calls
$22.8M
Puts
$14.2M
Net Calls
+$8.59M
Net Calls Change
+$1.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$211M
2
Victory Capital Management
2
Victory Capital Management
Texas
$53.6M
3
Invesco
3
Invesco
Georgia
$63.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$31.9M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$44M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$989K
3
TCA
3
Troluce Capital Advisors
Puerto Rico
$6.47M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.53M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
176
Everhart Financial Group
Ohio
$390K +$97.7K +1,940 +33%
AB
177
Amalgamated Bank
New York
$365K -$5.74K -114 -2%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$334K +$30.2K +600 +10%
MIM
179
MetLife Investment Management
New Jersey
$331K -$6.55K -130 -2%
RIL
180
Rothschild Investment LLC
Illinois
$327K -$10.1K -200 -3%
APF
181
Alaska Permanent Fund
Alaska
$320K – – –
MSRPS
182
Maryland State Retirement & Pension System
Maryland
$315K -$121K -2,396 -28%
1CM
183
1492 Capital Management
Wisconsin
$303K – – –
URS
184
Utah Retirement Systems
Utah
$302K – – –
PAS
185
Park Avenue Securities
New York
$299K +$299K +5,944 New
HNB
186
Hilltop National Bank
Wyoming
$298K – – –
MML Investors Services
187
MML Investors Services
Massachusetts
$296K +$296K +5,867 New
KeyBank National Association
188
KeyBank National Association
Ohio
$282K +$282K +5,606 New
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$280K -$146K -2,893 -34%
AssetMark Inc
190
AssetMark Inc
California
$273K +$29.7K +589 +12%
IPW
191
Impact Partnership Wealth
Georgia
$267K +$267K +5,302 New
US Bancorp
192
US Bancorp
Minnesota
$257K +$245K +4,867 +2,054%
AAM
193
Advisors Asset Management
Colorado
$248K -$53.6K -1,063 -18%
BHPW
194
Beverly Hills Private Wealth
California
$237K -$52.3K -1,039 -18%
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$235K +$235K +4,670 New
Cambridge Investment Research Advisors
196
Cambridge Investment Research Advisors
Iowa
$233K +$233K +4,633 New
KWMG
197
King Wealth Management Group
Florida
$227K +$227K +4,500 New
MLA
198
My Legacy Advisors
Oregon
$215K +$215K +4,272 New
CFGS
199
Concourse Financial Group Securities
Alabama
$210K +$78.9K +1,566 +60%
AQR Capital Management
200
AQR Capital Management
Connecticut
$201K +$201K +3,991 New
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