We are live on ! Find out more

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
Principal Financial Group
51
Principal Financial Group
Iowa
$8.51M -$7.29M -171,389 -47%
AU
52
Algebris (UK)
United Kingdom
$7.96M +$7.79M +183,055 New
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$7.66M -$23.3K -547 -0.3%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$7.53M -$325K -7,635 -4%
MSE
55
MUFG Securities EMEA
United Kingdom
$7.49M +$5.37M +126,200 +274%
Nomura Holdings
56
Nomura Holdings
Japan
$7.03M -$3.98M -93,500 -37%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$6.82M +$2.17M +50,996 +48%
Robeco Institutional Asset Management
58
Robeco Institutional Asset Management
Netherlands
$6.59M +$2.51M +58,949 +64%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$5.97M -$256K -6,030 -4%
FC
60
Full18 Capital
Connecticut
$5.97M -$793K -18,643 -11%
MVP
61
Miller Value Partners
Florida
$5.8M
Two Sigma Investments
62
Two Sigma Investments
New York
$5.6M -$816K -19,184 -13%
Wells Fargo
63
Wells Fargo
California
$5.45M -$2.07M -48,717 -28%
RGC
64
Redwood Grove Capital
California
$5.15M
CCM
65
Copeland Capital Management
Pennsylvania
$5.09M +$4.43M +104,212 +811%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$5.09M -$851K -20,000 -15%
Acadian Asset Management
67
Acadian Asset Management
Massachusetts
$4.96M +$3.5M +82,271 +259%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$4.89M +$4.78M +112,400 New
NEI
69
Northwest & Ethical Investments
Ontario, Canada
$4.69M -$353K -8,291 -7%
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$4.65M -$21M -494,066 -82%
SSA
71
Schonfeld Strategic Advisors
New York
$4.55M +$304K +7,154 +7%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$4.45M -$194K -4,559 -4%
OPCM
73
Osborne Partners Capital Management
California
$4.41M +$328K +7,708 +8%
SFI
74
Susquehanna Fundamental Investments
Pennsylvania
$4.31M +$38.4K +903 +0.9%
UBS AM
75
UBS AM
Illinois
$3.89M -$538K -12,647 -12%