LAZ icon

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$135M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$989K
3
TCA
Troluce Capital Advisors
Puerto Rico
$6.47M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.53M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
201
Delta Asset Management
Tennessee
$151K – – –
AA
202
AlphaMark Advisors
Kentucky
$149K – – –
TRCT
203
Tower Research Capital (TRC)
New York
$147K +$112K +2,216 +314%
Amundi
204
Amundi
France
$141K +$141K +2,921 New
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$141K -$11.5K -228 -8%
KBC Group
206
KBC Group
Belgium
$125K – – –
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$114K +$2.96K +59 +3%
SOW
208
State of Wyoming
Wyoming
$108K -$205K -4,071 -66%
SCM
209
Sterling Capital Management
North Carolina
$107K +$107K +2,129 New
CF
210
Corebridge Financial
Texas
$102K -$3.68K -73 -3%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$100K -$12.5K -249 -11%
Jones Financial Companies
212
Jones Financial Companies
Missouri
$90.5K +$90.5K +1,795 New
C
213
Covestor
United Kingdom
$80K -$15.2K -303 -16%
Nomura Asset Management
214
Nomura Asset Management
Japan
$71.5K – – –
SPIA
215
Steward Partners Investment Advisory
New York
$60.2K – – –
CA
216
Continuum Advisory
Idaho
$53.5K +$3.9K +70 +8%
IA
217
IFP Advisors
Florida
$52.2K +$7.31K +145 +16%
AFWM
218
Abich Financial Wealth Management
Virginia
$50.3K +$50.3K +999 New
TWC
219
TD Waterhouse Canada
Ontario, Canada
$45.4K +$3.83K +78 +9%
NA
220
NewEdge Advisors
Louisiana
$31.9K -$613K -12,158 -95%
PS
221
Principal Securities
Iowa
$31.2K +$11.9K +236 +62%
A
222
AlphaQuest
New York
$30.8K -$2.37M -46,964 -99%
Allspring Global Investments
223
Allspring Global Investments
North Carolina
$30.1K – – –
MA
224
MCF Advisors
Kentucky
$30K +$6.45K +128 +27%
RFS
225
Richardson Financial Services
Massachusetts
$28.1K – – –
7 8
9
10 11