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257 hedge funds and large institutions have $2.94B invested in Lazard in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 98 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

72% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $9.38M

61% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 61

12% more funds holding

Funds holding: 229257 (+28)

5.65% more ownership

Funds ownership: 62.63%68.27% (+5.6%)

1% less capital invested

Capital invested by funds: $2.96B → $2.94B (-$16.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
+28
Holders Change %
+12.23%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
98
Reduced
61
Closed
28
Calls
$16.2M
Puts
$9.38M
Net Calls
+$6.79M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
201
Investors Research Corp
Georgia
$208K
AssetMark Inc
202
AssetMark Inc
California
$184K +$18.2K +467 +11%
NC
203
nVerses Capital
Florida
$168K +$31.2K +800 +22%
IAIM
204
International Assets Investment Management
Florida
$150K +$153K +3,922 New
BC
205
Broadwater Capital
Massachusetts
$118K
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$117K
DAM
207
Delta Asset Management
Tennessee
$115K
AA
208
AlphaMark Advisors
Kentucky
$113K
CFGS
209
Concourse Financial Group Securities
Alabama
$99.7K +$23.2K +594 +29%
KBC Group
210
KBC Group
Belgium
$94K +$96.7K +2,475 New
RWMG
211
Redwood Wealth Management Group
New Jersey
$86.6K +$88.6K +2,269 New
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$85.3K -$14.4K -368 -14%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$84K +$9.41K +241 +12%
CF
214
Corebridge Financial
Texas
$79.9K +$81.7K +2,092 New
C
215
Covestor
United Kingdom
$72K +$39 +1 +0.1%
Nomura Asset Management
216
Nomura Asset Management
Japan
$54.2K
SPIA
217
Steward Partners Investment Advisory
New York
$45.6K
LFG
218
Larson Financial Group
Missouri
$38.2K
IA
219
IFP Advisors
Florida
$34.1K +$34.8K +892 New
CA
220
Continuum Advisory
Idaho
$34K +$12.9K +330 +59%
TWC
221
TD Waterhouse Canada
Ontario, Canada
$32.8K +$7.5K +192 +29%
RFS
222
Richardson Financial Services
Massachusetts
$28.1K +$26.4K +675 +1,125%
TRCT
223
Tower Research Capital (TRC)
New York
$27K -$93.4K -2,391 -77%
Allspring Global Investments
224
Allspring Global Investments
North Carolina
$22.8K
MA
225
MCF Advisors
Kentucky
$17.9K