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260 hedge funds and large institutions have $3.66B invested in Lazard in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $3.63B → $3.66B (+$33.5M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

0% less funds holding

Funds holding: 261260 (-1)

2.19% less ownership

Funds ownership: 73.91%71.72% (-2.2%)

11% less call options, than puts

Call options by funds: $8.66M | Put options by funds: $9.68M

18% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 99

Holders
260
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
34
Increased
81
Reduced
99
Closed
34
Calls
$8.66M
Puts
$9.68M
Net Calls
-$1.02M
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oakworth Capital
Alabama
$23K
FF
227
FourThought Financial
Florida
$22K +$22.9K +500 New
Loomis, Sayles & Company
228
Loomis, Sayles & Company
Massachusetts
$20K +$3.35K +73 +20%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$19K
RCA
230
Ranch Capital Advisors
Florida
$18K -$2.71K -59 -13%
ONST
231
Old North State Trust
North Carolina
$17K
CP
232
Castleview Partners
Texas
$17K +$16.8K +366 New
JWA
233
JFS Wealth Advisors
Pennsylvania
$16K
JMF
234
Johnson Midwest Financial
Iowa
$16K +$138 +3 +0.9%
CAL
235
Capital Analysts LLC
Pennsylvania
$15K
HFM
236
Harvest Fund Management
China
$14K -$34.4K -751 -71%
BU
237
BBVA USA
Alabama
$14K +$14.4K +315 New
HWA
238
Heritage Wealth Advisors
Virginia
$13.6K
WP
239
WealthShield Partners
North Carolina
$11K -$3.58K -78 -25%
GRP
240
Global Retirement Partners
California
$11K
PSB
241
Piscataqua Savings Bank
New Hampshire
$10K
FMT
242
First Mercantile Trust
Tennessee
$9K -$963 -21 -9%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$9K
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$6K
Jones Financial Companies
245
Jones Financial Companies
Missouri
$6K +$2.94K +64 +102%
ADL
246
Asset Dedication LLC
California
$5K
CTC
247
Central Trust Company
Missouri
$5K
CTB
248
Country Trust Bank
Illinois
$5K
SWM
249
Spire Wealth Management
Virginia
$5K
WT
250
Washington Trust
Rhode Island
$5K +$4.59K +100 New