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213 hedge funds and large institutions have $2.63B invested in Lazard in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $8.89M | Put options by funds: $6.11M

14% more capital invested

Capital invested by funds: $2.31B → $2.63B (+$327M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0% more funds holding

Funds holding: 213213 (0)

0.72% less ownership

Funds ownership: 71.41%70.69% (-0.72%)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
32
Increased
63
Reduced
78
Closed
31
Calls
$8.89M
Puts
$6.11M
Net Calls
+$2.78M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
76
Holocene Advisors
New York
$1.95M +$1.81M +58,875 New
LSC
77
Lesa Sroufe & Co
Washington
$1.89M -$233K -7,577 -12%
ANTB
78
AMG National Trust Bank
Colorado
$1.83M -$166K -5,390 -9%
MC
79
MRJ Capital
New York
$1.8M
PWM
80
Paulson Wealth Management
Illinois
$1.61M
ARM
81
Adirondack Research & Management
New York
$1.54M +$123 +4 +0%
Franklin Resources
82
Franklin Resources
California
$1.48M -$436K -14,169 -24%
Stifel Financial
83
Stifel Financial
Missouri
$1.45M -$270K -8,774 -17%
Ameriprise
84
Ameriprise
Minnesota
$1.36M +$812K +26,367 +180%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$1.31M -$386K -12,540 -24%
AC
86
Allstate Corporation
Illinois
$1.29M +$77.6K +2,519 +7%
TAM
87
Tocqueville Asset Management
New York
$1.27M
NSIM
88
North Star Investment Management
Illinois
$1.25M -$3.27M -106,295 -74%
MAP
89
Moody Aldrich Partners
Massachusetts
$1.23M +$367K +11,898 +47%
Treasurer of the State of North Carolina
90
Treasurer of the State of North Carolina
North Carolina
$1.22M -$1.23K -40 -0.1%
Citadel Advisors
91
Citadel Advisors
Florida
$1.21M -$1.67M -54,355 -60%
SEI Investments
92
SEI Investments
Pennsylvania
$1.17M +$431K +14,000 +66%
Rafferty Asset Management
93
Rafferty Asset Management
New York
$1.15M +$433K +14,064 +68%
MPM
94
Meritage Portfolio Management
Kansas
$1.15M +$1.07M +34,810 New
AFM
95
Abbot Financial Management
Massachusetts
$1.15M
CI
96
Cambiar Investors
Colorado
$1.15M
SA
97
Sicart Associates
New York
$1.12M
Truist Financial
98
Truist Financial
North Carolina
$1.05M +$978K +31,742 New
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$1.04M +$102K +3,300 +12%
CA
100
Callahan Advisors
Texas
$983K -$65.4K -2,124 -7%