We are live on ! Find out more

289 hedge funds and large institutions have $4.37B invested in Lazard in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $11.9M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 283289 (+6)

1.33% more ownership

Funds ownership: 73.13%74.46% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 104

1% less capital invested

Capital invested by funds: $4.4B → $4.37B (-$30.3M)

Holders
289
Holders Change
+6
Holders Change %
+2.12%
% of All Funds
7.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
38
Increased
105
Reduced
104
Closed
29
Calls
$24.8M
Puts
$11.9M
Net Calls
+$13M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$46.9M -$3.38M -76,300 -7%
PA
27
Pinnacle Associates
New York
$46.5M -$1.47M -33,102 -3%
HP
28
Hosking Partners
United Kingdom
$45.9M +$207K +4,667 +0.5%
Principal Financial Group
29
Principal Financial Group
Iowa
$43.9M +$18M +405,016 +72%
GTP
30
Global Thematic Partners
New York
$43.5M -$424K -9,553 -1%
SFM
31
Systematic Financial Management
New Jersey
$40.2M -$4.58M -103,395 -10%
TA
32
Teachers Advisors
New York
$38M -$4.55M -102,659 -11%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$37.1M +$1.96M +44,200 +6%
Invesco
34
Invesco
Georgia
$36.9M -$2.06M -46,543 -5%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$34.3M -$270K -6,100 -0.8%
Charles Schwab
36
Charles Schwab
California
$34M +$2.08M +46,853 +7%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$33.4M +$17.2M +388,820 +111%
RAM
38
RWC Asset Management
United Kingdom
$32.5M +$5.88M +132,714 +23%
DK
39
Darrell & King
Virginia
$31.6M -$126K -2,833 -0.4%
TCIM
40
TIAA CREF Investment Management
New York
$30.5M -$8.19M -184,778 -22%
M&T Bank
41
M&T Bank
New York
$28.8M -$760K -17,141 -3%
Wells Fargo
42
Wells Fargo
California
$28.7M +$14.4M +324,682 +105%
VFA
43
Virtus Fund Advisers
Connecticut
$26.3M -$20.5M -463,000 -44%
Northern Trust
44
Northern Trust
Illinois
$24.2M -$16.4K -371 -0.1%
Federated Hermes
45
Federated Hermes
Pennsylvania
$23.8M -$1.76M -39,643 -7%
EVM
46
Eaton Vance Management
Massachusetts
$23.7M -$13.9M -313,307 -37%
CCMH
47
Cornerstone Capital Management Holdings
New York
$23M +$806K +18,186 +4%
Ameriprise
48
Ameriprise
Minnesota
$21.5M +$8.72M +196,575 +71%
TAM
49
Tocqueville Asset Management
New York
$20.9M -$1.57M -35,400 -7%
BHG
50
Blue Harbour Group
Connecticut
$20.2M -$44.4M -1,001,742 -69%