228 hedge funds and large institutions have $2.96B invested in Lazard in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+65
Holders Change %
+39.88%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
97
Increased
56
Reduced
47
Closed
32
Calls
$16.4M
Puts
$4.86M
Net Calls
+$11.5M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$14.1K
BWAM
202
Boyd Watterson Asset Management
Ohio
$13.3K
FCA
203
FinTrust Capital Advisors
South Carolina
$12.6K
SAM
204
Smartleaf Asset Management
Massachusetts
$12.3K +$12.3K +297 New
GRP
205
Global Retirement Partners
California
$12.2K
CSB
206
City State Bank
Iowa
$12K
HI
207
Harbour Investments
Wisconsin
$12K +$12K +286 New
CI Investments Inc
208
CI Investments Inc
Ontario, Canada
$9K +$2.04K +49 +29%
CA
209
Clearstead Advisors
Ohio
$6.63K +$6.63K +171 New
PA
210
Parallel Advisors
California
$5.65K
CFD
211
Creative Financial Designs
Indiana
$5.32K +$5.32K +127 New
GI
212
GAMMA Investing
California
$2.81K -$544 -13 -16%
FHA
213
First Horizon Advisors
Tennessee
$2.64K +$2.64K +63 New
RFS
214
Richardson Financial Services
Massachusetts
$2.51K +$2.51K +60 New
CWM
215
CarsonAllaria Wealth Management
Illinois
$2.09K +$2.09K +50 New
CWC
216
Carolinas Wealth Consulting
North Carolina
$1.59K +$1.59K +38 New
AWM
217
Avior Wealth Management
Nebraska
$1.3K +$42 +1 +3%
BAM
218
Byrne Asset Management
New Jersey
$1.17K +$1.17K +28 New
FFA
219
Farther Finance Advisors
California
$1.02K -$3.76K -92 -79%
FMTCOCP
220
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K +$1K +24 New
EWA
221
EverSource Wealth Advisors
Alabama
$963 +$424 +11 +79%
QC
222
Quent Capital
New York
$921
IPW
223
Impact Partnership Wealth
Georgia
$683 +$683 +16 New
GI
224
Gradient Investments
Minnesota
$502 -$5.23K -125 -91%
AFWM
225
Abich Financial Wealth Management
Virginia
$419 +$419 +10 New