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213 hedge funds and large institutions have $2.63B invested in Lazard in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $8.89M | Put options by funds: $6.11M

14% more capital invested

Capital invested by funds: $2.31B → $2.63B (+$327M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0% more funds holding

Funds holding: 213213 (0)

0.72% less ownership

Funds ownership: 71.41%70.69% (-0.72%)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
32
Increased
63
Reduced
78
Closed
31
Calls
$8.89M
Puts
$6.11M
Net Calls
+$2.78M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$14.7M +$3.19M +103,637 +30%
BCM
27
Basswood Capital Management
New York
$14.4M -$382K -12,409 -3%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$14.3M +$4.42M +143,570 +50%
Federated Hermes
29
Federated Hermes
Pennsylvania
$14.2M -$688K -22,337 -5%
YCM
30
Yost Capital Management
Texas
$12.4M +$1.54M +50,000 +15%
TRSOTSOK
31
Teachers Retirement System of the State of Kentucky
Kentucky
$11.9M +$1.73M +56,000 +18%
RRAM
32
River Road Asset Management
Kentucky
$11.9M -$2.82M -91,587 -20%
RJA
33
Raymond James & Associates
Florida
$11.4M -$1.34M -43,406 -11%
N
34
Nuveen
North Carolina
$10.8M +$3.35M +108,835 +50%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$10M -$112K -3,624 -1%
PCA
36
Private Capital Advisors
Connecticut
$9.53M -$583K -18,913 -6%
Deutsche Bank
37
Deutsche Bank
Germany
$9.2M +$3.91M +127,013 +84%
FP
38
Foundry Partners
Minnesota
$8.66M +$8.07M +262,000 New
Two Sigma Advisers
39
Two Sigma Advisers
New York
$8.52M -$4.8M -155,801 -38%
UBS Group
40
UBS Group
Switzerland
$8.51M +$3.27M +106,254 +70%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$7.92M +$331K +10,754 +5%
PL
42
Perpetual Ltd
Australia
$7.67M +$7.15M +231,983 New
CS
43
Credit Suisse
Switzerland
$7.55M +$5.17M +167,726 +276%
VCAM
44
Van Cleef Asset Management
Ohio
$6.81M -$77K -2,501 -1%
HighTower Advisors
45
HighTower Advisors
Illinois
$6.41M -$178K -5,773 -3%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$5.89M +$118K +3,819 +2%
SAM
47
Silvercrest Asset Management
New York
$5.54M +$343K +11,143 +7%
GC
48
Gillson Capital
Illinois
$5.48M +$5.1M +165,693 New
Wells Fargo
49
Wells Fargo
California
$5.11M -$1.51M -49,161 -24%
First Trust Advisors
50
First Trust Advisors
Illinois
$4.86M -$207K -6,706 -4%