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253 hedge funds and large institutions have $2.93B invested in Lazard in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 101 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more call options, than puts

Call options by funds: $10M | Put options by funds: $9.71M

1.36% less ownership

Funds ownership: 66.92%65.57% (-1.4%)

5% less funds holding

Funds holding: 266253 (-13)

7% less capital invested

Capital invested by funds: $3.14B → $2.93B (-$215M)

17% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 46

31% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 101

Holders
253
Holders Change
-13
Holders Change %
-4.89%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
70
Reduced
101
Closed
46
Calls
$10M
Puts
$9.71M
Net Calls
+$319K
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
226
Central Trust Company
Missouri
$12K
JWA
227
JFS Wealth Advisors
Pennsylvania
$12K
CAW
228
Cornerstone Advisors (Washington)
Washington
$11K
LJHT
229
Laurie J. Hall Trustee
$9K
ASN
230
Advisory Services Network
Georgia
$8K +$108 +3 +1%
CIA
231
CSat Investment Advisory
Michigan
$8K +$8.49K +237 New
FGAM
232
Financial Gravity Asset Management
Texas
$7K -$5.45K -152 -44%
FWM
233
Focused Wealth Management
New York
$7K -$5.05K -141 -41%
EWM
234
Edge Wealth Management
New York
$7K
HWA
235
Heritage Wealth Advisors
Virginia
$6.88K +$7.17K +200 New
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$6K
FHA
237
Flagship Harbor Advisors
Massachusetts
$6K +$72 +2 +1%
SPIA
238
Steward Partners Investment Advisory
New York
$6K +$6.74K +188 New
ADL
239
Asset Dedication LLC
California
$4K
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.51K +$3.66K +102 New
CG
241
Cutler Group
California
$3K +$3.58K +100 New
Bessemer Group
242
Bessemer Group
New Jersey
$2K -$932 -26 -27%
EARNEST Partners
243
EARNEST Partners
Georgia
$2K
PCG
244
Private Capital Group
Connecticut
$2K +$1.65K +46 New
LGWM
245
Litman Gregory Wealth Management
California
$2K +$2.01K +56 New
SQA
246
Simon Quick Advisors
New Jersey
$1.72K +$1.79K +50 New
CB
247
CNB Bank
Pennsylvania
$1K
FRA
248
Front Row Advisors
California
$1K
GI
249
Gradient Investments
Minnesota
$1K
PCP
250
Proficio Capital Partners
Massachusetts
$1K