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251 hedge funds and large institutions have $2.81B invested in Lazard in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $44.7M | Put options by funds: $18.1M

4.19% less ownership

Funds ownership: 76.98%72.79% (-4.2%)

7% less funds holding

Funds holding: 270251 (-19)

27% less capital invested

Capital invested by funds: $3.85B → $2.81B (-$1.04B)

35% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 116

36% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 50

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
251
Holders Change
-19
Holders Change %
-7.04%
% of All Funds
6.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
75
Reduced
116
Closed
50
Calls
$44.7M
Puts
$18.1M
Net Calls
+$26.6M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
251
Evercore Wealth Management
New York
$1K -$2.08K -60 -57%
HL
252
Harding Loevner
New Jersey
$1K
PCP
253
Proficio Capital Partners
Massachusetts
$1K +$173 +5 +23%
PRS
254
Pinkerton Retirement Specialists
Idaho
$1K +$728 +21 New
PIM
255
Perkins Investment Management
Illinois
-$32.3M -832,756 Closed
SI
256
Scout Investments
Missouri
-$11.4M -294,857 Closed
CGM
257
Capital Growth Management
Massachusetts
-$8.54M -220,000 Closed
AWCI
258
Alpine Woods Capital Investors
New York
-$7.35M -189,500 Closed
BIM
259
Bridgecreek Investment Management
Oklahoma
-$6.9M -177,770 Closed
SFM
260
Signet Financial Management
New Jersey
-$5.75M -148,161 Closed
BIT
261
BlackRock Institutional Trust
California
-$3.41M -87,904 Closed
PFM
262
Premier Fund Managers
United Kingdom
-$2.39M -60,000 Closed
UOC
263
UBS O'Connor
Illinois
-$1.94M -50,000 Closed
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
-$1.47M -42,552 Closed
DCM
265
Dupont Capital Management
Delaware
-$1.35M -34,800 Closed
WIM
266
Waverton Investment Management
United Kingdom
-$970K -25,000 Closed
NJBEST
267
New Jersey Better Educational Savings Trust
New Jersey
-$815K -21,000 Closed
TH
268
Timber Hill
Connecticut
-$724K -20,884 Closed
Cambridge Investment Research Advisors
269
Cambridge Investment Research Advisors
Iowa
-$741K -19,107 Closed
LPL Financial
270
LPL Financial
California
-$570K -15,490 Closed
VKH
271
Virtu KCG Holdings
New York
-$566K -14,577 Closed
KeyBank National Association
272
KeyBank National Association
Ohio
-$546K -14,083 Closed
Walleye Trading
273
Walleye Trading
New York
-$460K -13,263 Closed
LA
274
Lucus Advisors
New York
-$513K -13,212 Closed
QT
275
Quantbot Technologies
New York
-$499K -12,885 Closed