We are live on ! Find out more

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
DC
176
Davenport & Co
Virginia
$405K
Verition Fund Management
177
Verition Fund Management
Connecticut
$401K -$227K -4,231 -35%
TWM
178
Tradition Wealth Management
Minnesota
$391K +$407K +7,590 New
Jane Street
179
Jane Street
New York
$373K -$247K -4,605 -39%
AB
180
Amalgamated Bank
New York
$371K -$2.14K -40 -0.6%
N
181
Numerai
California
$368K -$208K -3,884 -35%
PAS
182
Park Avenue Securities
New York
$343K +$39K +728 +12%
ARMT
183
Amica Retiree Medical Trust
Rhode Island
$340K -$201K -3,745 -36%
RIL
184
Rothschild Investment LLC
Illinois
$335K
MIM
185
MetLife Investment Management
New Jersey
$331K -$7.61K -142 -2%
KeyBank National Association
186
KeyBank National Association
Ohio
$330K +$42.9K +800 +14%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$327K -$14.6K -272 -4%
APF
188
Alaska Permanent Fund
Alaska
$326K
GLA
189
Great Lakes Advisors
Illinois
$326K +$339K +6,331 New
MSRPS
190
Maryland State Retirement & Pension System
Maryland
$322K
1CM
191
1492 Capital Management
Wisconsin
$309K
CGIM
192
Cannon Global Investment Management
Florida
$309K -$134K -2,500 -29%
URS
193
Utah Retirement Systems
Utah
$309K
TRCT
194
Tower Research Capital (TRC)
New York
$303K +$159K +2,970 +102%
CFGS
195
Concourse Financial Group Securities
Alabama
$303K +$76K +1,419 +34%
HNB
196
Hilltop National Bank
Wyoming
$300K -$4.82K -90 -2%
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$295K +$56.4K +1,053 +23%
HFM
198
Harvest Fund Management
China
$292K +$304K +5,668 New
AQR Capital Management
199
AQR Capital Management
Connecticut
$279K +$76.5K +1,428 +36%
MLA
200
My Legacy Advisors
Oregon
$275K +$67.2K +1,255 +29%