We are live on ! Find out more

283 hedge funds and large institutions have $4.4B invested in Lazard in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

5% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 37

0% less capital invested

Capital invested by funds: $4.41B → $4.4B (-$9.79M)

0% less funds holding

Funds holding: 284283 (-1)

0.73% less ownership

Funds ownership: 73.86%73.13% (-0.73%)

7% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $19.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
283
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
39
Increased
106
Reduced
96
Closed
37
Calls
$17.7M
Puts
$19.2M
Net Calls
-$1.43M
Net Calls Change
-$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$6.15M -$7.61M -169,618 -56%
Boston Partners
77
Boston Partners
Massachusetts
$6M -$525K -11,697 -8%
RJA
78
Raymond James & Associates
Florida
$5.81M -$1.1M -24,453 -16%
FQ
79
First Quadrant
California
$5.74M -$3.33M -74,207 -37%
VCAM
80
Van Cleef Asset Management
Ohio
$5.7M -$11.2K -249 -0.2%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$5.46M +$73.3K +1,634 +1%
BHTS
82
Bar Harbor Trust Services
Maine
$5.34M +$29.1K +650 +0.6%
LSC
83
Lesa Sroufe & Co
Washington
$5.3M -$67.7K -1,510 -1%
GHCM
84
Glen Harbor Capital Management
California
$4.98M +$2.44M +54,332 +102%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$4.96M -$50.7K -1,131 -1%
NIPH
86
NN Investment Partners Holdings
Netherlands
$4.77M
OAM
87
Oxford Asset Management
United Kingdom
$4.46M +$2.87M +63,934 +197%
OPCM
88
Osborne Partners Capital Management
California
$4.34M +$30.8K +687 +0.7%
PCM
89
Palisade Capital Management
New Jersey
$4.28M -$184K -4,111 -4%
GIM
90
Groesbeck Investment Management
New Jersey
$4.12M
SFA
91
Sequoia Financial Advisors
Ohio
$4.1M +$331K +7,373 +9%
MCIM
92
Meadow Creek Investment Management
Georgia
$4.1M +$2.01M +44,744 +102%
Bank of America
93
Bank of America
North Carolina
$3.99M -$210K -4,680 -5%
3C
94
361 Capital
Colorado
$3.93M +$3.8M +84,840 New
BPM
95
Bowling Portfolio Management
Ohio
$3.92M +$3.79M +84,592 New
OC
96
Oppenheimer & Co
New York
$3.91M -$69.6K -1,552 -2%
AU
97
Algebris (UK)
United Kingdom
$3.89M +$3.77M +84,050 New
EMR
98
Errol M. Rudman
$3.84M +$448K +10,000 +14%
PL
99
Perpetual Ltd
Australia
$3.8M
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$3.65M -$2.65M -59,120 -43%