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271 hedge funds and large institutions have $3.74B invested in Lazard in 2016 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

470% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $9.36M

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

15% more capital invested

Capital invested by funds: $3.25B → $3.74B (+$486M)

9% more funds holding

Funds holding: 248271 (+23)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.91% less ownership

Funds ownership: 71.07%70.16% (-0.91%)

4% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 92

Holders
271
Holders Change
+23
Holders Change %
+9.27%
% of All Funds
6.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
58
Increased
88
Reduced
92
Closed
31
Calls
$53.4M
Puts
$9.36M
Net Calls
+$44M
Net Calls Change
-$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
51
Polar Capital
United Kingdom
$14.5M -$208K -5,354 -1%
Invesco
52
Invesco
Georgia
$13.7M +$3.09M +79,440 +31%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$13.6M +$2.14M +55,041 +20%
Stifel Financial
54
Stifel Financial
Missouri
$13.4M +$339K +8,731 +3%
RAM
55
RWC Asset Management
United Kingdom
$13.4M +$2.66M +68,356 +27%
TAM
56
Todd Asset Management
Kentucky
$13M +$709K +18,255 +6%
IGIM
57
I.G. Investment Management
Manitoba, Canada
$12.6M +$11.9M +307,500 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$12.6M -$9.75M -251,019 -44%
CIC
59
Crawford Investment Counsel
Georgia
$11.7M -$1.34M -34,370 -11%
LSV Asset Management
60
LSV Asset Management
Illinois
$11.3M +$10.6M +274,100 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$11.2M -$284K -7,300 -3%
Millennium Management
62
Millennium Management
New York
$10.7M -$1.75M -45,169 -15%
First Trust Advisors
63
First Trust Advisors
Illinois
$9.35M -$377K -9,702 -4%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$9.34M -$517K -13,300 -6%
TRSOTSOK
65
Teachers Retirement System of the State of Kentucky
Kentucky
$8.84M +$466K +12,000 +6%
DekaBank Deutsche Girozentrale
66
DekaBank Deutsche Girozentrale
Germany
$8.45M +$23.3K +601 +0.3%
FQ
67
First Quadrant
California
$8.14M +$5.79M +149,128 +305%
RJA
68
Raymond James & Associates
Florida
$7.59M -$4.43M -114,077 -38%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$7.57M -$290K -7,478 -4%
Principal Financial Group
70
Principal Financial Group
Iowa
$7.33M +$6.04M +155,525 +681%
UBS Group
71
UBS Group
Switzerland
$7.19M -$2.46M -63,244 -27%
3C
72
361 Capital
Colorado
$7.17M +$6.78M +174,555 New
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$7.15M -$44.7K -1,150 -0.7%
CIP
74
Chartwell Investment Partners
Pennsylvania
$6.79M -$42.4M -1,091,538 -87%
ACM
75
Advent Capital Management
New York
$6.57M +$6.22M +160,000 New