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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
RA
26
Royce & Associates
New York
$52.5M +$508K +9,600 +0.9%
Charles Schwab
27
Charles Schwab
California
$50.2M +$5.47M +103,310 +11%
Franklin Resources
28
Franklin Resources
California
$49.3M +$2.72M +51,444 +5%
RAM
29
RWC Asset Management
United Kingdom
$46M +$4.53M +85,609 +10%
TA
30
Teachers Advisors
New York
$45.2M +$4.69M +88,527 +11%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$40.2M -$247K -4,667 -0.6%
UBS Group
32
UBS Group
Switzerland
$38.3M +$22.6M +427,784 +121%
CS
33
Credit Suisse
Switzerland
$37.2M +$18.8M +354,876 +87%
PA
34
Pinnacle Associates
New York
$35.5M -$8.13M -153,640 -17%
Skandinaviska Enskilda Banken (SEB)
35
Skandinaviska Enskilda Banken (SEB)
Sweden
$34.6M +$19.2M +362,800 +105%
DK
36
Darrell & King
Virginia
$33.6M -$745K -14,072 -2%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$32.5M -$101K -1,900 -0.3%
Invesco
38
Invesco
Georgia
$30.2M -$2.65M -50,101 -8%
Robeco Institutional Asset Management
39
Robeco Institutional Asset Management
Netherlands
$28.6M +$1.67M +31,494 +6%
EVM
40
Eaton Vance Management
Massachusetts
$27.5M -$20M -377,240 -40%
Northern Trust
41
Northern Trust
Illinois
$27M +$594K +11,231 +2%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$26.8M -$4.07M -76,936 -12%
FQ
43
First Quadrant
California
$25.8M -$250K -4,730 -0.9%
Public Employees Retirement Association of Colorado
44
Public Employees Retirement Association of Colorado
Colorado
$25.7M -$7.2K -136 -0%
Principal Financial Group
45
Principal Financial Group
Iowa
$24.8M -$461K -8,707 -2%
Two Sigma Investments
46
Two Sigma Investments
New York
$24.1M +$15.1M +286,165 +138%
Bank of America
47
Bank of America
North Carolina
$23.8M +$11.3M +212,706 +78%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$21.1M +$10.2M +192,878 +81%
TAM
49
Todd Asset Management
Kentucky
$20.9M +$1.85K +35 +0%
GTP
50
Global Thematic Partners
New York
$20.8M -$6.23M -117,677 -22%