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270 hedge funds and large institutions have $3.85B invested in Lazard in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $6.63M

6% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 102

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.27% less ownership

Funds ownership: 79.25%76.98% (-2.3%)

3% less funds holding

Funds holding: 278270 (-8)

17% less capital invested

Capital invested by funds: $4.62B → $3.85B (-$770M)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

Holders
270
Holders Change
-8
Holders Change %
-2.88%
% of All Funds
7.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
108
Reduced
102
Closed
40
Calls
$50.4M
Puts
$6.63M
Net Calls
+$43.8M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
226
First Citizens Bank & Trust
North Carolina
$208K +$193K +5,371 New
SF
227
Synovus Financial
Georgia
$204K +$95.6K +2,664 +105%
WTC
228
WhitTier Trust Company
Nevada
$198K +$42.3K +1,179 +30%
FQ
229
First Quadrant
California
$144K -$1.65M -46,000 -93%
CAW
230
Cornerstone Advisors (Washington)
Washington
$144K
Canada Pension Plan Investment Board
231
Canada Pension Plan Investment Board
Ontario, Canada
$124K +$3.59K +100 +3%
DADC
232
D.A. Davidson & Co
Montana
$113K
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$89K +$82.3K +2,294 New
PSUF
234
People's United Financial
Connecticut
$81K
CF
235
CenterStar Fund
Illinois
$78K
CG
236
Cutler Group
California
$74K +$43.1K +1,201 +165%
WRM
237
Westport Resources Management
Connecticut
$74K +$68.2K +1,900 New
Parallax Volatility Advisers
238
Parallax Volatility Advisers
California
$68K +$53.5K +1,491 +563%
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$58K -$53.8K -1,500 -50%
FCCM
240
First City Capital Management
Georgia
$46.6K -$21.5K -600 -33%
EDRH
241
Edmond de Rothschild Holding
Switzerland
$44K +$22.3K +622 +120%
FMA
242
FNY Managed Accounts
New York
$38.8K +$35.9K +1,000 New
GWM
243
Geneos Wealth Management
Colorado
$36K +$32.7K +912 New
CCA
244
Checchi Capital Advisers
California
$34K +$31.1K +867 New
Creative Planning
245
Creative Planning
Kansas
$33K +$5.17K +144 +20%
Geode Capital Management
246
Geode Capital Management
Massachusetts
$29.9K +$630K +17,551 +2%
ST
247
Smithfield Trust
Pennsylvania
$26K
CTC
248
Central Trust Company
Missouri
$21K
AC
249
Alexandria Capital
Virginia
$19K
First Manhattan
250
First Manhattan
New York
$19K