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283 hedge funds and large institutions have $4.4B invested in Lazard in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

5% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 37

0% less capital invested

Capital invested by funds: $4.41B → $4.4B (-$9.79M)

0% less funds holding

Funds holding: 284283 (-1)

0.73% less ownership

Funds ownership: 73.86%73.13% (-0.73%)

7% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $19.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
283
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
39
Increased
106
Reduced
96
Closed
37
Calls
$17.7M
Puts
$19.2M
Net Calls
-$1.43M
Net Calls Change
-$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
26
Virtus Fund Advisers
Connecticut
$48.7M +$10.6M +237,100 +29%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$47.7M -$362K -8,064 -0.8%
HP
28
Hosking Partners
United Kingdom
$46.8M +$727K +16,205 +2%
SFM
29
Systematic Financial Management
New Jersey
$45.9M -$3.01M -67,175 -6%
GTP
30
Global Thematic Partners
New York
$45M +$2.76M +61,621 +7%
CWAM
31
Columbia Wanger Asset Management
Illinois
$44.9M +$579K +12,918 +1%
TA
32
Teachers Advisors
New York
$43.7M +$4.31M +96,064 +11%
Invesco
33
Invesco
Georgia
$39.9M -$1.09M -24,230 -3%
TCIM
34
TIAA CREF Investment Management
New York
$39.8M +$7.76M +172,973 +25%
EVM
35
Eaton Vance Management
Massachusetts
$38.8M -$33.7M -751,585 -47%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$36M +$33.6M +748,500 +2,608%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$35.9M +$10M +223,000 +41%
Charles Schwab
38
Charles Schwab
California
$32.6M +$2.81M +62,595 +10%
DK
39
Darrell & King
Virginia
$32.5M +$270K +6,015 +0.9%
M&T Bank
40
M&T Bank
New York
$30.3M -$1.22M -27,195 -4%
Morgan Stanley
41
Morgan Stanley
New York
$29.3M +$13.7M +305,017 +93%
RAM
42
RWC Asset Management
United Kingdom
$27.2M +$2.57M +57,245 +11%
Principal Financial Group
43
Principal Financial Group
Iowa
$26.2M +$18M +401,534 +244%
Federated Hermes
44
Federated Hermes
Pennsylvania
$26.2M +$10.4M +231,462 +69%
Northern Trust
45
Northern Trust
Illinois
$24.8M -$1.62M -36,054 -6%
TAM
46
Tocqueville Asset Management
New York
$23M +$113K +2,530 +0.5%
CCMH
47
Cornerstone Capital Management Holdings
New York
$22.7M +$207K +4,616 +1%
HI
48
Honeywell International
North Carolina
$22.3M -$3.56M -79,300 -14%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$20.3M +$1.61M +35,886 +9%
AII
50
AGF Investments Inc
Ontario, Canada
$20.3M -$1.12M -24,868 -5%