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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
GIM
76
Groesbeck Investment Management
New Jersey
$2.42M
Legal & General Group
77
Legal & General Group
United Kingdom
$2.42M +$321K +9,075 +15%
AllianceBernstein
78
AllianceBernstein
Tennessee
$2.29M
ANTB
79
AMG National Trust Bank
Colorado
$2.26M +$2.28M +64,505 New
Franklin Resources
80
Franklin Resources
California
$2.18M -$138K -3,885 -6%
GHCM
81
Glen Harbor Capital Management
California
$2.06M -$201K -5,678 -9%
Stifel Financial
82
Stifel Financial
Missouri
$2.01M +$80.1K +2,261 +4%
ARM
83
Adirondack Research & Management
New York
$1.98M +$2.01M +56,647 New
Arrowstreet Capital
84
Arrowstreet Capital
Massachusetts
$1.75M +$1.77M +50,000 New
PWM
85
Paulson Wealth Management
Illinois
$1.71M
MCIM
86
Meadow Creek Investment Management
Georgia
$1.69M -$166K -4,676 -9%
HCM
87
Hudson Capital Management
New Jersey
$1.65M +$229K +6,469 +16%
CA
88
Callahan Advisors
Texas
$1.59M -$22K -620 -1%
Boston Partners
89
Boston Partners
Massachusetts
$1.5M +$1.51M +42,731 New
RJFSA
90
Raymond James Financial Services Advisors
Florida
$1.49M +$3.9K +110 +0.3%
WC
91
Winmill & Co
New York
$1.45M +$1.47M +41,500 New
Macquarie Group
92
Macquarie Group
Australia
$1.39M
AU
93
Algebris (UK)
United Kingdom
$1.34M -$1.27M -36,003 -48%
EP
94
Elkfork Partners
Oregon
$1.33M -$130K -3,674 -9%
HCA
95
Horan Capital Advisors
Ohio
$1.32M -$50.8K -1,435 -4%
AFM
96
Abbot Financial Management
Massachusetts
$1.31M +$485K +13,700 +58%
OSIA
97
O'Shares Investment Advisers
Massachusetts
$1.31M -$596K -16,843 -31%
TC
98
Telemus Capital
Michigan
$1.28M -$55.9K -1,580 -4%
OC
99
Oppenheimer & Co
New York
$1.26M -$26.7K -755 -2%
MIG
100
McGuire Investment Group
Rhode Island
$1.23M +$1.24M +35,078 New