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241 hedge funds and large institutions have $2.97B invested in Lazard in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

13.87% more ownership

Funds ownership: 65.57%79.44% (+14%)

2% more capital invested

Capital invested by funds: $2.93B → $2.97B (+$44.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $12.4M

5% less funds holding

Funds holding: 253241 (-12)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

36% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 101

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
65
Reduced
101
Closed
40
Calls
$11.3M
Puts
$12.4M
Net Calls
-$1.08M
Net Calls Change
-$1.4M
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
$5.21M -$216K -6,091 -4%
Bank of America
52
Bank of America
North Carolina
$5.2M +$1.11M +31,467 +27%
Morgan Stanley
53
Morgan Stanley
New York
$5.16M +$737K +20,816 +16%
IP
54
Interval Partners
New York
$5.03M +$3.2M +90,502 +170%
TAM
55
Tocqueville Asset Management
New York
$4.48M -$1.49M -42,025 -25%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$4.44M +$4.54M +128,200 New
NSIM
57
North Star Investment Management
Illinois
$4.4M +$2M +56,615 +82%
NEI
58
Northwest & Ethical Investments
Ontario, Canada
$4.39M -$75.1K -2,121 -2%
Skandinaviska Enskilda Banken (SEB)
59
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.38M +$4.43M +125,000 New
SAM
60
Silvercrest Asset Management
New York
$4.16M +$2.25M +63,630 +115%
Deutsche Bank
61
Deutsche Bank
Germany
$3.85M -$509K -14,378 -12%
MPM
62
Meritage Portfolio Management
Kansas
$3.78M -$223K -6,285 -5%
Barclays
63
Barclays
United Kingdom
$3.53M +$1.41M +39,862 +65%
GMI
64
Greystone Managed Investments
Saskatchewan, Canada
$3.43M +$546K +15,420 +19%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$3.39M +$751K +21,208 +28%
OPCM
66
Osborne Partners Capital Management
California
$3.17M -$62.8K -1,773 -2%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$3.13M -$66K -1,865 -2%
JG
68
Jefferies Group
New York
$3.11M +$1.93M +54,631 +159%
LSC
69
Lesa Sroufe & Co
Washington
$2.96M -$316K -8,937 -10%
MC
70
MRJ Capital
New York
$2.88M -$35.4K -1,000 -1%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$2.81M +$1.08M +30,434 +61%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$2.5M -$172K -4,865 -6%
M&T Bank
73
M&T Bank
New York
$2.49M -$28K -791 -1%
CIC
74
Crawford Investment Counsel
Georgia
$2.49M -$660K -18,640 -21%
Citadel Advisors
75
Citadel Advisors
Florida
$2.42M +$2.45M +69,138 New