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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$539M +$187K +4,038 +0%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$482M -$9.83M -212,230 -2%
BlackRock
3
BlackRock
New York
$393M -$2.77M -59,882 -0.8%
AI
4
Ariel Investments
Illinois
$310M +$5.06M +109,212 +2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$211M +$87.5M +1,888,443 +82%
Morgan Stanley
6
Morgan Stanley
New York
$135M -$16.9M -364,364 -12%
Principal Financial Group
7
Principal Financial Group
Iowa
$113M +$9.56M +206,295 +10%
State Street
8
State Street
Massachusetts
$98.1M +$2.57M +55,469 +3%
EIP
9
Epoch Investment Partners
New York
$92.9M -$6.62M -142,940 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$91.4M +$702K +15,151 +0.8%
Fisher Asset Management
11
Fisher Asset Management
Washington
$89.3M +$1.75M +37,681 +2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$76.2M -$11.9M -257,721 -15%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$69.4M +$2.35M +50,751 +4%
Norges Bank
14
Norges Bank
Norway
$65M
Invesco
15
Invesco
Georgia
$63.7M +$48M +1,036,264 +454%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$63.6M -$3.05M -65,800 -5%
Charles Schwab
17
Charles Schwab
California
$55.4M +$1.04M +22,425 +2%
Victory Capital Management
18
Victory Capital Management
Texas
$53.6M +$48.5M +1,046,298 +5,770%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$46.3M +$3.01M +64,917 +8%
RA
20
Royce & Associates
New York
$46.2M -$5.1M -110,100 -11%
Two Sigma Investments
21
Two Sigma Investments
New York
$44.7M -$4.18M -90,251 -9%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$44M +$18.2M +392,942 +82%
Northern Trust
23
Northern Trust
Illinois
$40.8M +$285K +6,162 +0.8%
Walleye Capital
24
Walleye Capital
New York
$35.9M +$152K +3,278 +0.5%
Federated Hermes
25
Federated Hermes
Pennsylvania
$34.9M +$1.94M +41,929 +6%