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248 hedge funds and large institutions have $3.25B invested in Lazard in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 99 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more call options, than puts

Call options by funds: $60.2M | Put options by funds: $12.5M

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

16% more capital invested

Capital invested by funds: $2.81B → $3.25B (+$447M)

2% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 41

1% less funds holding

Funds holding: 251248 (-3)

1.72% less ownership

Funds ownership: 72.79%71.07% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 99

Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.62%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
42
Increased
79
Reduced
99
Closed
41
Calls
$60.2M
Puts
$12.5M
Net Calls
+$47.6M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$42.4M +$8.64M +247,172 +27%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$41.7M +$25.7M +735,700 +179%
EVM
28
Eaton Vance Management
Massachusetts
$35.9M +$20.2M +579,014 +142%
HP
29
Hosking Partners
United Kingdom
$33.7M +$3.87M +110,637 +14%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$31.4M +$1.35M +38,728 +5%
Goldman Sachs
31
Goldman Sachs
New York
$31.2M +$10.8M +309,968 +57%
Northern Trust
32
Northern Trust
Illinois
$28.5M -$1.41M -40,339 -5%
DK
33
Darrell & King
Virginia
$24.5M +$23.6M +674,598 New
AII
34
AGF Investments Inc
Ontario, Canada
$21M -$5.56M -158,894 -22%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$20.9M -$1.33M -38,158 -6%
Charles Schwab
36
Charles Schwab
California
$19.4M +$1.88M +53,698 +11%
TAM
37
Tocqueville Asset Management
New York
$18.6M
Two Sigma Advisers
38
Two Sigma Advisers
New York
$16.3M -$5.62M -160,817 -26%
Wells Fargo
39
Wells Fargo
California
$15.9M -$872K -24,952 -5%
Ameriprise
40
Ameriprise
Minnesota
$14.2M +$387K +11,080 +3%
Two Sigma Investments
41
Two Sigma Investments
New York
$13.8M -$17M -486,918 -56%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$13.6M -$3.32M -95,010 -20%
NFA
43
Nationwide Fund Advisors
Ohio
$13.2M +$6.8M +194,419 +115%
PC
44
Polar Capital
United Kingdom
$13M -$611K -17,470 -5%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$12.6M +$810K +23,169 +7%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$12.2M -$954K -27,287 -8%
CIC
47
Crawford Investment Counsel
Georgia
$11.6M +$1.53M +43,700 +16%
Stifel Financial
48
Stifel Financial
Missouri
$11.6M +$9.58M +274,036 +626%
HI
49
Honeywell International
North Carolina
$11.3M +$10.9M +310,600 New
Millennium Management
50
Millennium Management
New York
$11.1M +$6.95M +198,713 +185%