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241 hedge funds and large institutions have $2.97B invested in Lazard in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

13.87% more ownership

Funds ownership: 65.57%79.44% (+14%)

2% more capital invested

Capital invested by funds: $2.93B → $2.97B (+$44.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $12.4M

5% less funds holding

Funds holding: 253241 (-12)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

36% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 101

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
65
Reduced
101
Closed
40
Calls
$11.3M
Puts
$12.4M
Net Calls
-$1.08M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$8K
FGAM
227
Financial Gravity Asset Management
Texas
$7K -$283 -8 -4%
EWM
228
Edge Wealth Management
New York
$7K
HWA
229
Heritage Wealth Advisors
Virginia
$7K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$6K
ADL
231
Asset Dedication LLC
California
$4K
CTC
232
Central Trust Company
Missouri
$4K
CFG
233
Citizens Financial Group
Rhode Island
$3K +$3.29K +93 New
Bessemer Group
234
Bessemer Group
New Jersey
$2K
EARNEST Partners
235
EARNEST Partners
Georgia
$2K
KFS
236
Kelly Financial Services
Massachusetts
$1.05K +$1.06K +30 New
FHA
237
Flagship Harbor Advisors
Massachusetts
$1K -$4.39K -124 -69%
LGWM
238
Litman Gregory Wealth Management
California
$1K -$991 -28 -50%
CB
239
CNB Bank
Pennsylvania
$1K
GI
240
Gradient Investments
Minnesota
$1K
LCM
241
Lomas Capital Management
New York
-$14.1M -409,942 Closed
ACM
242
Advent Capital Management
New York
-$3.67M -106,750 Closed
OAC
243
OMERS Administration Corp
Ontario, Canada
-$2.47M -70,800 Closed
SM
244
Scoggin Management
New York
-$1.55M -45,000 Closed
VCM
245
Voleon Capital Management
California
-$1.27M -37,000 Closed
SEC
246
Seven Eight Capital
New York
-$1.18M -34,200 Closed
SOADOR
247
State of Alaska Department of Revenue
Alaska
-$1.16M -33,825 Closed
Nomura Holdings
248
Nomura Holdings
Japan
-$870K -25,043 Closed
MCM
249
McKinley Capital Management
Alaska
-$745K -21,658 Closed
USAA
250
United Services Automobile Association
Texas
-$693K -20,140 Closed