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Lazard
239 hedge funds and large institutions have $3.48B invested in Lazard in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
117% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 24
32% more capital invested
Capital invested by funds: $2.63B → $3.48B (+$844M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
12% more funds holding
Funds holding: 213 → 239 (+26)
2.19% more ownership
Funds ownership: 70.69% → 72.88% (+2.2%)
8% more call options, than puts
Call options by funds: $8.39M | Put options by funds: $7.77M
19% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 83
Holders
239
Holders Change
+26
Holders Change %
+12.21%
% of All Funds
4.23%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
52
Increased
67
Reduced
83
Closed
24
Calls
$8.39M
Puts
$7.77M
Net Calls
+$627K
Net Calls Change
-$2.15M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$40.6M |
| 2 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
+$27.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$26M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$20.3M |
| 5 |
JP Morgan Chase
New York
|
+$19.4M |
Top Sellers
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$79.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$46.4M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$31.2M |
| 4 |
Barclays
London,
United Kingdom
|
-$17.6M |
| 5 |
Citigroup
New York
|
-$11.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
E
251
Ergoteles
New York
| – | -$297K | -9,000 | Closed |
|
|
SEC
252
Seven Eight Capital
New York
| – | -$202K | -6,100 | Closed |
|
253
Walleye Trading
New York
| – | -$161K | -4,251 | Closed |
|
254
Twin Tree Management
Dallas,
Texas
| – | -$94K | -2,845 | Closed |
|
255
KBC Group
Brussels,
Belgium
| – | -$34K | -1,016 | Closed |
|
|
OC
256
Oakworth Capital
Birmingham,
Alabama
| – | -$33K | -1,000 | Closed |
|
|
SC
257
SouthState Corp
Winter Haven,
Florida
| – | -$33K | -1,000 | Closed |
|
|
CIA
258
CSat Investment Advisory
Detroit,
Michigan
| – | -$12K | -360 | Closed |
|
|
HCA
259
Horan Capital Advisors
Cincinnati,
Ohio
| – | -$5K | -150 | Closed |
|
|
CG
260
Cutler Group
San Francisco,
California
| – | -$3.78K | -100 | Closed |
|
|
PFS
261
Prospera Financial Services
Dallas,
Texas
| – | -$3K | -85 | Closed |
|
|
OIM
262
Oder Investment Management
Woodland Hills,
California
| – | +$113 | +3 | New |
|