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Lazard
240 hedge funds and large institutions have $3.68B invested in Lazard in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 88 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more capital invested
Capital invested by funds: $3.66B → $3.68B (+$16.2M)
0.56% less ownership
Funds ownership: 71.72% → 71.16% (-0.56%)
1% less call options, than puts
Call options by funds: $8.13M | Put options by funds: $8.18M
8% less funds holding
Funds holding: 260 → 240 (-20)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
20% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 88
44% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 39
Holders
240
Holders Change
-20
Holders Change %
-7.69%
% of All Funds
4.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
22
Increased
70
Reduced
88
Closed
39
Calls
$8.13M
Puts
$8.18M
Net Calls
-$50K
Net Calls Change
+$970K
Top Buyers
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$41.4M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$34.4M |
| 3 |
Morgan Stanley
New York
|
+$25.6M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$17.2M |
| 5 |
AI
Ariel Investments
Chicago,
Illinois
|
+$16.1M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$31.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$26.7M |
| 3 |
BCM
Basswood Capital Management
New York
|
-$13.4M |
| 4 |
RA
Royce & Associates
New York
|
-$11.5M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$9.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
276
Cutler Group
San Francisco,
California
| – | -$4K | -95 | Closed |
|
|
SB
277
Strategic Blueprint
Atlanta,
Georgia
| – | -$4K | -89 | Closed |
|
|
DA
278
Denali Advisors
San Diego,
California
| – | -$2K | -47 | Closed |
|
|
CWP
279
Concord Wealth Partners
Abingdon,
Virginia
| – | -$2K | -37 | Closed |
|
280
CI Investments Inc
Toronto,
Ontario, Canada
| – | +$280 | +6 | New |
|