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241 hedge funds and large institutions have $2.97B invested in Lazard in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

13.87% more ownership

Funds ownership: 65.57%79.44% (+14%)

2% more capital invested

Capital invested by funds: $2.93B → $2.97B (+$44.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $12.4M

5% less funds holding

Funds holding: 253241 (-12)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

36% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 101

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
65
Reduced
101
Closed
40
Calls
$11.3M
Puts
$12.4M
Net Calls
-$1.08M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$19M +$3.05M +86,130 +19%
First Trust Advisors
27
First Trust Advisors
Illinois
$18.7M +$4.61M +130,131 +32%
Northern Trust
28
Northern Trust
Illinois
$18.2M -$1.22M -34,554 -6%
PA
29
Pinnacle Associates
New York
$17.6M -$946K -26,725 -5%
TAM
30
Todd Asset Management
Kentucky
$15.1M -$7.4K -209 -0%
TIM
31
Thornburg Investment Management
New Mexico
$15M
RJA
32
Raymond James & Associates
Florida
$14.9M +$23.1K +652 +0.2%
Goldman Sachs
33
Goldman Sachs
New York
$13.9M -$38.9K -1,099 -0.3%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$11.2M -$547K -15,442 -5%
HA
35
H2O AM
United Kingdom
$11.1M -$3.95M -111,469 -26%
TRSOTSOK
36
Teachers Retirement System of the State of Kentucky
Kentucky
$10.7M
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$10M +$1.31M +36,874 +15%
BCM
38
Basswood Capital Management
New York
$9.23M +$3.48M +98,316 +59%
LIM
39
Lathrop Investment Management
Arkansas
$9.21M +$236K +6,652 +3%
Wells Fargo
40
Wells Fargo
California
$9.18M -$600K -16,955 -6%
Federated Hermes
41
Federated Hermes
Pennsylvania
$9.02M +$3.58M +100,991 +64%
MHI
42
Miller Howard Investments
New York
$8.15M
VCAM
43
Van Cleef Asset Management
Ohio
$7.38M +$3.61K +102 +0%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$6.59M -$595K -16,800 -8%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.4M +$6.48M +182,900 New
DekaBank Deutsche Girozentrale
46
DekaBank Deutsche Girozentrale
Germany
$6.36M
UBS Group
47
UBS Group
Switzerland
$6.02M -$2.56M -72,397 -30%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$5.94M -$147K -4,139 -2%
CS
49
Credit Suisse
Switzerland
$5.56M -$8.89M -251,152 -61%
GTP
50
Global Thematic Partners
New York
$5.33M -$6.15M -173,737 -53%