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274 hedge funds and large institutions have $4B invested in Lazard in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $14.2M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

36% more capital invested

Capital invested by funds: $2.94B → $4B (+$1.06B)

25% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 77

7% more funds holding

Funds holding: 257274 (+17)

2.11% more ownership

Funds ownership: 68.27%70.39% (+2.1%)

Holders
274
Holders Change
+17
Holders Change %
+6.61%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
96
Reduced
77
Closed
35
Calls
$22.8M
Puts
$14.2M
Net Calls
+$8.59M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$210K +$72.5K +1,566 +60%
AQR Capital Management
202
AQR Capital Management
Connecticut
$201K +$185K +3,991 New
BC
203
Broadwater Capital
Massachusetts
$156K
DAM
204
Delta Asset Management
Tennessee
$151K
AA
205
AlphaMark Advisors
Kentucky
$149K
TRCT
206
Tower Research Capital (TRC)
New York
$147K +$103K +2,216 +314%
Amundi
207
Amundi
France
$141K +$135K +2,921 New
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$141K -$10.6K -228 -8%
KBC Group
209
KBC Group
Belgium
$125K
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$114K +$2.73K +59 +3%
SOW
211
State of Wyoming
Wyoming
$108K -$189K -4,071 -66%
SCM
212
Sterling Capital Management
North Carolina
$107K +$98.6K +2,129 New
CF
213
Corebridge Financial
Texas
$102K -$3.38K -73 -3%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$100K -$11.5K -249 -11%
Jones Financial Companies
215
Jones Financial Companies
Missouri
$90.5K +$83.2K +1,795 New
C
216
Covestor
United Kingdom
$80K -$14K -303 -16%
Nomura Asset Management
217
Nomura Asset Management
Japan
$71.5K
SPIA
218
Steward Partners Investment Advisory
New York
$60.2K
CA
219
Continuum Advisory
Idaho
$53.5K +$3.24K +70 +8%
IA
220
IFP Advisors
Florida
$52.2K +$6.72K +145 +16%
AFWM
221
Abich Financial Wealth Management
Virginia
$50.3K +$46.3K +999 New
TWC
222
TD Waterhouse Canada
Ontario, Canada
$45.4K +$3.61K +78 +9%
NA
223
NewEdge Advisors
Louisiana
$31.9K -$563K -12,158 -95%
PS
224
Principal Securities
Iowa
$31.2K +$10.9K +236 +62%
A
225
AlphaQuest
New York
$30.8K -$2.18M -46,964 -99%