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253 hedge funds and large institutions have $2.93B invested in Lazard in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 101 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more call options, than puts

Call options by funds: $10M | Put options by funds: $9.71M

1.36% less ownership

Funds ownership: 66.92%65.57% (-1.4%)

5% less funds holding

Funds holding: 266253 (-13)

7% less capital invested

Capital invested by funds: $3.14B → $2.93B (-$215M)

17% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 46

31% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 101

Holders
253
Holders Change
-13
Holders Change %
-4.89%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
70
Reduced
101
Closed
46
Calls
$10M
Puts
$9.71M
Net Calls
+$319K
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Pinnacle Associates
New York
$18.2M -$808K -22,553 -4%
N
27
Nuveen
North Carolina
$15.7M +$12.6M +351,043 +333%
TAM
28
Todd Asset Management
Kentucky
$14.9M -$15.4K -430 -0.1%
HA
29
H2O AM
United Kingdom
$14.8M +$2.63M +73,369 +21%
TIM
30
Thornburg Investment Management
New Mexico
$14.8M -$28.6M -798,500 -65%
RJA
31
Raymond James & Associates
Florida
$14.6M -$389K -10,845 -2%
LCM
32
Lomas Capital Management
New York
$14.1M +$4.79M +133,599 +48%
CS
33
Credit Suisse
Switzerland
$14.1M +$7.81M +217,886 +113%
First Trust Advisors
34
First Trust Advisors
Illinois
$13.9M +$8.2M +228,906 +131%
Goldman Sachs
35
Goldman Sachs
New York
$13.7M -$29.2M -813,989 -67%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$11.5M -$3.07M -85,752 -20%
GTP
37
Global Thematic Partners
New York
$11.3M -$86.3K -2,408 -0.7%
TRSOTSOK
38
Teachers Retirement System of the State of Kentucky
Kentucky
$10.5M
Wells Fargo
39
Wells Fargo
California
$9.61M +$560K +15,622 +6%
LIM
40
Lathrop Investment Management
Arkansas
$8.82M -$10.6K -295 -0.1%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$8.59M -$1.63M -45,555 -15%
UBS Group
42
UBS Group
Switzerland
$8.4M -$5.26M -146,672 -38%
MHI
43
Miller Howard Investments
New York
$8.01M
VCAM
44
Van Cleef Asset Management
Ohio
$7.25M -$65.4K -1,824 -0.9%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$7.05M -$606K -16,900 -8%
DekaBank Deutsche Girozentrale
46
DekaBank Deutsche Girozentrale
Germany
$6.3M +$86.2K +2,406 +1%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$5.98M -$401K -11,190 -6%
TAM
48
Tocqueville Asset Management
New York
$5.84M +$1.49M +41,660 +32%
BCM
49
Basswood Capital Management
New York
$5.69M +$5.93M +165,496 New
Federated Hermes
50
Federated Hermes
Pennsylvania
$5.38M +$5.19M +144,832 +1,232%