We are live on ! Find out more

332 hedge funds and large institutions have $4.65B invested in Lazard in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $9.37M

0.67% more ownership

Funds ownership: 72.61%73.27% (+0.67%)

1% less funds holding

Funds holding: 335332 (-3)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

6% less capital invested

Capital invested by funds: $4.95B → $4.65B (-$308M)

11% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 120

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
332
Holders Change
-3
Holders Change %
-0.9%
% of All Funds
7.6%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
49
Increased
107
Reduced
120
Closed
50
Calls
$10.4M
Puts
$9.37M
Net Calls
+$1.06M
Net Calls Change
+$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$20.7M -$2.04M -38,544 -8%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$20.4M -$756K -14,292 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
53
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.6M +$21.2M +400,000 New
Federated Hermes
54
Federated Hermes
Pennsylvania
$19M -$693K -13,091 -3%
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$18.4M +$3.05M +57,648 +18%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$18.3M -$1.67M -31,600 -8%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$16.5M +$3.42M +64,674 +24%
Renaissance Technologies
58
Renaissance Technologies
New York
$16.4M +$5.75M +108,607 +48%
Wells Fargo
59
Wells Fargo
California
$14.8M +$511K +9,647 +3%
Allianz Asset Management
60
Allianz Asset Management
Germany
$14.3M +$12.9M +243,428 +493%
TRSOTSOK
61
Teachers Retirement System of the State of Kentucky
Kentucky
$14.2M
MCM
62
Maltese Capital Management
New York
$13M +$1.58M +29,900 +13%
SFM
63
Systematic Financial Management
New Jersey
$10.8M -$16.6M -312,953 -59%
OAM
64
Origin Asset Management
United Kingdom
$10.6M -$1.64M -31,000 -13%
Macquarie Group
65
Macquarie Group
Australia
$10.5M +$88.7K +1,675 +0.8%
Lord, Abbett & Co
66
Lord, Abbett & Co
New Jersey
$9.88M +$10.7M +201,900 New
ADEF
67
Adams Diversified Equity Fund
Maryland
$9.68M +$10.5M +198,000 New
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$8.9M +$51.4K +972 +0.5%
DekaBank Deutsche Girozentrale
69
DekaBank Deutsche Girozentrale
Germany
$8.83M
Citigroup
70
Citigroup
New York
$8.74M -$16.8M -316,576 -64%
CIC
71
Crawford Investment Counsel
Georgia
$8.15M +$1.03M +19,391 +13%
First Trust Advisors
72
First Trust Advisors
Illinois
$8.09M -$5.52M -104,294 -39%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$8.06M -$32.3K -610 -0.4%
Stifel Financial
74
Stifel Financial
Missouri
$7.76M -$114K -2,163 -1%
BGIM
75
Brandywine Global Investment Management
Pennsylvania
$7.71M +$54.4K +1,027 +0.7%