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332 hedge funds and large institutions have $4.65B invested in Lazard in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $9.37M

0.67% more ownership

Funds ownership: 72.61%73.27% (+0.67%)

1% less funds holding

Funds holding: 335332 (-3)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

6% less capital invested

Capital invested by funds: $4.95B → $4.65B (-$308M)

11% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 120

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
332
Holders Change
-3
Holders Change %
-0.9%
% of All Funds
7.6%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
49
Increased
107
Reduced
120
Closed
50
Calls
$10.4M
Puts
$9.37M
Net Calls
+$1.06M
Net Calls Change
+$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
301
American Portfolios Advisors
New York
$19.8K +$106 +2 +0.5%
FWM
302
Focused Wealth Management
New York
$17K +$53 +1 +0.3%
TRCT
303
Tower Research Capital (TRC)
New York
$17K +$18.5K +350 New
FIB
304
First Interstate Bank
Montana
$17K +$18.9K +357 New
CAW
305
Cornerstone Advisors (Washington)
Washington
$15K
LJHT
306
Laurie J. Hall Trustee
$15K
WEC
307
Winslow Evans & Crocker
Massachusetts
$14K
CTC
308
Central Trust Company
Missouri
$11K
EWM
309
Edge Wealth Management
New York
$10K
WF
310
WealthTrust Fairport
Ohio
$10K
MCM
311
Mainstay Capital Management
Michigan
$10K +$10.6K +200 New
HI
312
Hudock Inc
Pennsylvania
$10K +$11.6K +220 New
SWM
313
SeaCrest Wealth Management
New York
$9K -$5.29K -100 -35%
SPIA
314
Steward Partners Investment Advisory
New York
$9K
HR
315
Howe & Rusling
New York
$7K
WTC
316
WhitTier Trust Company
Nevada
$7K
TAIM
317
TD Ameritrade Investment Management
Nebraska
$7K +$7.2K +136 New
VIA
318
Vantage Investment Advisors
Pennsylvania
$5K
WT
319
Washington Trust
Rhode Island
$5K +$5.88K +111 New
PS
320
Portfolio Strategies
New York
$4K
JA
321
JOYN Advisors
Georgia
$3K -$30.1K -569 -91%
EARNEST Partners
322
EARNEST Partners
Georgia
$2K
GI
323
Gradient Investments
Minnesota
$2K
PCG
324
Private Capital Group
Connecticut
$2K
AIS
325
Accurate Investment Solutions
Pennsylvania
$2K +$2.65K +50 New