We are live on ! Find out more

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$409M +$959K +24,550 +0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$373M +$9.44M +241,858 +3%
BlackRock
3
BlackRock
New York
$300M +$30.6M +784,117 +11%
AI
4
Ariel Investments
Illinois
$231M -$10.8M -277,002 -4%
Morgan Stanley
5
Morgan Stanley
New York
$116M -$24.3M -622,244 -17%
Capital Research Global Investors
6
Capital Research Global Investors
California
$87.8M +$89.8M +2,300,395 New
Principal Financial Group
7
Principal Financial Group
Iowa
$78M +$3.12M +79,889 +4%
EIP
8
Epoch Investment Partners
New York
$75.9M -$3.73M -95,538 -5%
State Street
9
State Street
Massachusetts
$72.3M +$4.6M +117,707 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$68.7M +$2.71M +69,432 +4%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$67.6M +$7.88M +201,826 +13%
Fisher Asset Management
12
Fisher Asset Management
Washington
$66.2M +$3.34M +85,544 +5%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$50.7M +$18.4M +471,000 +55%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$50.6M +$51.3M +1,312,898 +10,016%
Norges Bank
15
Norges Bank
Norway
$49.3M -$22.4M -573,757 -31%
Charles Schwab
16
Charles Schwab
California
$41.1M -$1.09M -27,862 -3%
RA
17
Royce & Associates
New York
$39.2M +$2.26M +57,746 +6%
Two Sigma Investments
18
Two Sigma Investments
New York
$37.3M +$13.9M +357,192 +58%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$32.6M +$17.1M +437,345 +105%
Northern Trust
20
Northern Trust
Illinois
$30.7M +$9.64M +246,952 +44%
NSGL
21
No Street GP LP
California
$28.6M +$29.3M +750,000 New
Walleye Capital
22
Walleye Capital
New York
$27M +$27.7M +708,419 New
Federated Hermes
23
Federated Hermes
Pennsylvania
$24.9M +$1.72M +44,151 +7%
TAM
24
Third Avenue Management
New York
$21M +$13.2K +337 +0.1%
Ameriprise
25
Ameriprise
Minnesota
$19.2M +$2.72M +69,689 +16%