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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
NFG
251
Next Financial Group
Texas
$19K +$17.6K +490 New
MFS
252
MSI Financial Services
Massachusetts
$16K -$1.97K -55 -12%
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$14K
BWP
254
Baldwin Wealth Partners
Massachusetts
$14K +$12.6K +350 New
FWM
255
Focused Wealth Management
New York
$12K -$7K -195 -38%
JWA
256
JFS Wealth Advisors
Pennsylvania
$8K -$14.4K -402 -66%
IR
257
Invictus RG
Bermuda
$8K -$1.22K -34 -15%
HR
258
Howe & Rusling
New York
$8K
SBL
259
Sargent Bickham Lagudis
Colorado
$6K +$5.38K +150 New
FAM
260
Fred Alger Management
New York
$4K -$1.77M -49,305 -100%
EWM
261
Evercore Wealth Management
New York
$4K
Macquarie Group
262
Macquarie Group
Australia
$4K
WA
263
WFG Advisors
Texas
$4K +$179 +5 +5%
LJHT
264
Laurie J. Hall Trustee
$4K +$4.31K +120 New
GT
265
Glenmede Trust
Pennsylvania
$3K -$3.59K -100 -48%
VIA
266
Vident Investment Advisory
Georgia
$2.23K +$2.06M +57,380 New
CCM
267
Cupps Capital Management
Illinois
$2K -$749K -20,871 -100%
DSC
268
Duncker Streett & Co
Missouri
$2K
FNBT
269
FineMark National Bank & Trust
Florida
$2K
HL
270
Harding Loevner
New Jersey
$2K +$1.79K +50 New
PCP
271
Proficio Capital Partners
Massachusetts
$1K +$790 +22 New
N
272
Nuveen
North Carolina
$435 -$4.17M -116,272 -91%
William Blair Investment Management
273
William Blair Investment Management
Illinois
-$102M -2,265,607 Closed
AI
274
Axiom Investors
Connecticut
-$17.4M -386,620 Closed
MPAM
275
Monarch Partners Asset Management
Massachusetts
-$14M -311,317 Closed