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261 hedge funds and large institutions have $3.63B invested in Lazard in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

9% more funds holding

Funds holding: 239261 (+22)

1.03% more ownership

Funds ownership: 72.88%73.91% (+1%)

4% more capital invested

Capital invested by funds: $3.48B → $3.63B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 87

10% less call options, than puts

Call options by funds: $9.02M | Put options by funds: $10M

Holders
261
Holders Change
+22
Holders Change %
+9.21%
% of All Funds
4.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
53
Increased
84
Reduced
87
Closed
30
Calls
$9.02M
Puts
$10M
Net Calls
-$986K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Basswood Capital Management
New York
$24.8M +$8.73M +205,343 +56%
HP
27
Hosking Partners
United Kingdom
$24.7M -$3.48M -81,786 -13%
TAM
28
Todd Asset Management
Kentucky
$21.6M -$1.46M -34,316 -6%
Northern Trust
29
Northern Trust
Illinois
$21.5M -$1.51M -35,454 -7%
Federated Hermes
30
Federated Hermes
Pennsylvania
$19M +$1.23M +28,872 +7%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$18.3M +$1.36M +31,875 +8%
FP
32
Foundry Partners
Minnesota
$17.2M -$481K -11,306 -3%
TAM
33
Third Avenue Management
New York
$16.1M +$112K +2,642 +0.7%
Citigroup
34
Citigroup
New York
$16M -$20.1M -472,331 -56%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
35
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.7M -$7.52M -176,903 -33%
TRSOTSOK
36
Teachers Retirement System of the State of Kentucky
Kentucky
$13.8M -$1.82M -42,870 -12%
Goldman Sachs
37
Goldman Sachs
New York
$13.8M +$5M +117,672 +59%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$12.5M -$566K -13,305 -4%
PCA
39
Private Capital Advisors
Connecticut
$11.6M -$490K -11,525 -4%
RRAM
40
River Road Asset Management
Kentucky
$11M -$841K -19,783 -7%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$10.9M -$434K -10,207 -4%
AIM
42
Artemis Investment Management
United Kingdom
$10.8M +$575K +13,509 +6%
RJA
43
Raymond James & Associates
Florida
$10.7M -$4.11M -96,638 -28%
HighTower Advisors
44
HighTower Advisors
Illinois
$9.17M +$887K +20,852 +11%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$9.15M +$4.29M +100,791 +92%
N
46
Natixis
France
$9.1M -$6.22M -146,179 -41%
VCAM
47
Van Cleef Asset Management
Ohio
$8.79M -$52.7K -1,238 -0.6%
AAMU
48
Amundi Asset Management US
Massachusetts
$8.76M -$670K -15,754 -7%
First Trust Advisors
49
First Trust Advisors
Illinois
$8.73M +$216K +5,072 +3%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$8.72M -$1.31M -30,700 -13%