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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
Russell Investments Group
76
Russell Investments Group
United Kingdom
$7.57M -$11.2M -212,538 -58%
AIM
77
Assured Investment Management
New York
$7.29M +$1.8M +34,011 +30%
TAM
78
Tocqueville Asset Management
New York
$6.81M -$34.4K -650 -0.5%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$6.77M +$1.89M +35,774 +35%
Marshall Wace
80
Marshall Wace
United Kingdom
$6.66M +$7.21M +136,177 New
PAM
81
Panagora Asset Management
Massachusetts
$6.58M +$1.46M +27,588 +26%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$6.13M +$33.3K +630 +0.5%
VCAM
83
Van Cleef Asset Management
Ohio
$6.08M +$18.1K +342 +0.3%
PCM
84
Prana Capital Management
Connecticut
$6M +$6.49M +122,600 New
Capital Fund Management (CFM)
85
Capital Fund Management (CFM)
France
$5.67M +$5.84M +110,416 +2,012%
PPA
86
Parametric Portfolio Associates
Washington
$5.59M +$2.22M +41,990 +58%
BHTS
87
Bar Harbor Trust Services
Maine
$5.54M +$14.6K +275 +0.2%
RJA
88
Raymond James & Associates
Florida
$5.29M +$518K +9,781 +10%
IP
89
Interval Partners
New York
$5.23M -$7.24M -136,882 -56%
LSC
90
Lesa Sroufe & Co
Washington
$5M -$382K -7,212 -7%
M&T Bank
91
M&T Bank
New York
$4.98M -$406K -7,666 -7%
RIM
92
Redwood Investment Management
Arizona
$4.93M +$709K +13,391 +15%
SFA
93
Sequoia Financial Advisors
Ohio
$4.71M +$25.3K +478 +0.5%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$4.62M +$5.02M +94,800 New
NIPH
95
NN Investment Partners Holdings
Netherlands
$4.58M -$79.4K -1,500 -2%
CWM
96
Cornerstone Wealth Management
Missouri
$4.55M +$11.6M +218,855 +4,810%
GCP
97
GSA Capital Partners
United Kingdom
$4.35M -$1.36M -25,696 -22%
PCM
98
Palisade Capital Management
New Jersey
$4.31M -$68.6K -1,296 -1%
MC
99
MRJ Capital
New York
$4.21M +$86.9K +1,641 +2%
Prudential Financial
100
Prudential Financial
New Jersey
$4.15M -$12.3M -232,715 -73%