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Lazard
266 hedge funds and large institutions have $3.14B invested in Lazard in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 103 reducing their positions, and 47 closing their positions.
New
Increased
Maintained
Reduced
Closed
76% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $6.72M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $3.3B → $3.14B (-$156M)
1.93% less ownership
Funds ownership: 68.86% → 66.92% (-1.9%)
3% less funds holding
Funds holding: 273 → 266 (-7)
13% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 47
26% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 103
Holders
266
Holders Change
-7
Holders Change %
-2.56%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
76
Reduced
103
Closed
47
Calls
$11.8M
Puts
$6.72M
Net Calls
+$5.11M
Net Calls Change
+$2.67M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$91.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$62.9M |
| 3 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$61.6M |
| 4 |
AI
Ariel Investments
Chicago,
Illinois
|
+$22.6M |
| 5 |
Two Sigma Investments
New York
|
+$20M |
Top Sellers
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$66.9M |
| 2 |
Goldman Sachs
New York
|
-$63.3M |
| 3 |
Barclays
London,
United Kingdom
|
-$50.2M |
| 4 |
ClearBridge Investments
New York
|
-$47.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$39.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BOPW
301
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$18K | -500 | Closed |
|
302
First Manhattan
New York
| – | -$18K | -500 | Closed |
|
|
MWA
303
Meridian Wealth Advisors
Austin,
Texas
| – | -$16K | -443 | Closed |
|
|
PCG
304
Private Capital Group
West Hartford,
Connecticut
| – | -$13K | -349 | Closed |
|
|
HWA
305
Heritage Wealth Advisors
Richmond,
Virginia
| – | -$7K | -200 | Closed |
|
306
Group One Trading
Chicago,
Illinois
| – | -$4.1K | -109 | Closed |
|
|
CA
307
Claro Advisors
Boston,
Massachusetts
| – | -$3K | -70 | Closed |
|
|
HPC
308
HM Payson & Co
Portland,
Maine
| – | -$2K | -56 | Closed |
|
|
LPWM
309
Lake Point Wealth Management
Rockwall,
Texas
| – | -$2K | -50 | Closed |
|
310
Rockefeller Capital Management
New York
| – | +$113 | +3 | New |
|