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294 hedge funds and large institutions have $4.18B invested in Lazard in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $5.61M

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

33% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 85

7% more funds holding

Funds holding: 274294 (+20)

1.64% more ownership

Funds ownership: 70.39%72.03% (+1.6%)

4% more capital invested

Capital invested by funds: $4B → $4.18B (+$180M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
294
Holders Change
+20
Holders Change %
+7.3%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
54
Increased
113
Reduced
85
Closed
27
Calls
$19.4M
Puts
$5.61M
Net Calls
+$13.7M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$555M +$4.37M +81,559 +0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$445M -$49.5M -924,280 -10%
BlackRock
3
BlackRock
New York
$437M +$36.8M +687,703 +9%
AI
4
Ariel Investments
Illinois
$288M -$29.6M -552,653 -9%
Capital Research Global Investors
5
Capital Research Global Investors
California
$228M +$12.9M +240,938 +6%
Morgan Stanley
6
Morgan Stanley
New York
$136M -$1.61M -30,142 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$118M +$25.9M +483,696 +27%
State Street
8
State Street
Massachusetts
$102M +$1.44M +26,813 +1%
Principal Financial Group
9
Principal Financial Group
Iowa
$99.9M -$16.6M -310,195 -14%
Fisher Asset Management
10
Fisher Asset Management
Washington
$95.9M +$4.83M +90,152 +5%
EIP
11
Epoch Investment Partners
New York
$94.3M -$680K -12,689 -0.7%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$70.1M -$8.07M -150,683 -10%
Ameriprise
13
Ameriprise
Minnesota
$66.1M +$34.2M +638,169 +99%
Invesco
14
Invesco
Georgia
$61.8M -$3.43M -64,005 -5%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$61.5M -$9.78M -182,617 -13%
Norges Bank
16
Norges Bank
Norway
$60M -$6.74M -125,742 -10%
Victory Capital Management
17
Victory Capital Management
Texas
$59.5M +$4.94M +92,318 +9%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$59.2M -$5.95M -111,100 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$58.7M +$11.9M +221,783 +24%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$56.4M +$11.8M +220,375 +25%
Charles Schwab
21
Charles Schwab
California
$54.8M -$1.87M -34,996 -3%
Amundi
22
Amundi
France
$46.9M +$50M +933,755 +31,967%
RA
23
Royce & Associates
New York
$44.1M -$3.25M -60,606 -7%
First Trust Advisors
24
First Trust Advisors
Illinois
$37.8M +$30.3M +566,051 +335%
Northern Trust
25
Northern Trust
Illinois
$35.7M -$6.24M -116,507 -14%