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253 hedge funds and large institutions have $2.93B invested in Lazard in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 101 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more call options, than puts

Call options by funds: $10M | Put options by funds: $9.71M

1.36% less ownership

Funds ownership: 66.92%65.57% (-1.4%)

5% less funds holding

Funds holding: 266253 (-13)

7% less capital invested

Capital invested by funds: $3.14B → $2.93B (-$215M)

17% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 46

31% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 101

Holders
253
Holders Change
-13
Holders Change %
-4.89%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
70
Reduced
101
Closed
46
Calls
$10M
Puts
$9.71M
Net Calls
+$319K
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$5.33M -$137K -3,830 -2%
NEI
52
Northwest & Ethical Investments
Ontario, Canada
$4.39M -$55.1K -1,537 -1%
Morgan Stanley
53
Morgan Stanley
New York
$4.35M -$4.19M -116,887 -48%
Deutsche Bank
54
Deutsche Bank
Germany
$4.28M -$19.7M -550,030 -82%
Bank of America
55
Bank of America
North Carolina
$4.03M -$12.2M -339,672 -74%
MPM
56
Meritage Portfolio Management
Kansas
$3.93M -$98.7K -2,755 -2%
ACM
57
Advent Capital Management
New York
$3.67M -$753K -21,000 -16%
LSC
58
Lesa Sroufe & Co
Washington
$3.22M +$133K +3,717 +4%
OPCM
59
Osborne Partners Capital Management
California
$3.17M +$67.6K +1,885 +2%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$3.13M -$639K -17,827 -16%
CIC
61
Crawford Investment Counsel
Georgia
$3.08M -$5.15M -143,810 -62%
MC
62
MRJ Capital
New York
$2.86M +$158K +4,400 +6%
GMI
63
Greystone Managed Investments
Saskatchewan, Canada
$2.84M
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$2.62M -$332K -9,260 -11%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$2.6M -$393K -10,968 -13%
AU
66
Algebris (UK)
United Kingdom
$2.55M -$1.81M -50,540 -40%
M&T Bank
67
M&T Bank
New York
$2.47M +$16.3K +456 +0.6%
OAC
68
OMERS Administration Corp
Ontario, Canada
$2.47M +$2.12M +59,200 +510%
GIM
69
Groesbeck Investment Management
New Jersey
$2.37M
NSIM
70
North Star Investment Management
Illinois
$2.37M +$789K +22,000 +47%
Franklin Resources
71
Franklin Resources
California
$2.28M -$55.4M -1,545,373 -96%
AllianceBernstein
72
AllianceBernstein
Tennessee
$2.25M -$45.4M -1,266,515 -95%
GHCM
73
Glen Harbor Capital Management
California
$2.21M +$1.56M +43,452 +207%
Barclays
74
Barclays
United Kingdom
$2.1M -$37.3M -1,041,335 -94%
Legal & General Group
75
Legal & General Group
United Kingdom
$2.06M -$4.34K -121 -0.2%