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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
CIC
76
Crawford Investment Counsel
Georgia
$3.83M +$554K +13,020 +17%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$3.8M -$2.49M -58,459 -40%
Swedbank
78
Swedbank
Sweden
$3.61M +$3.53M +83,000 New
BC
79
Brookfield Corp
Ontario, Canada
$3.38M -$2.41M -56,694 -42%
Barclays
80
Barclays
United Kingdom
$3.31M -$20.8M -489,426 -87%
EIM
81
Essex Investment Management
Massachusetts
$3.22M -$102K -2,401 -3%
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$3.18M -$1.56M -36,785 -33%
ICM
83
Invenomic Capital Management
Massachusetts
$3.18M +$2.48M +58,209 +390%
SO
84
STRS Ohio
Ohio
$3.13M -$2.3M -54,000 -43%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$3.03M -$1.93M -45,366 -39%
APF
86
Alaska Permanent Fund
Alaska
$2.95M
Holocene Advisors
87
Holocene Advisors
New York
$2.9M +$1.3M +30,488 +84%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$2.86M -$1.06M -24,884 -27%
Bank of America
89
Bank of America
North Carolina
$2.77M +$870K +20,444 +47%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$2.76M +$1.44M +33,927 +133%
M&T Bank
91
M&T Bank
New York
$2.69M -$251K -5,898 -9%
Franklin Resources
92
Franklin Resources
California
$2.68M -$1.26M -29,725 -33%
ANTB
93
AMG National Trust Bank
Colorado
$2.62M +$415K +9,761 +19%
AllianceBernstein
94
AllianceBernstein
Tennessee
$2.57M -$21.3K -500 -0.8%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.56M +$395K +9,289 +19%
Legal & General Group
96
Legal & General Group
United Kingdom
$2.54M +$68.4K +1,609 +3%
LSC
97
Lesa Sroufe & Co
Washington
$2.4M +$31.9K +750 +1%
MC
98
MRJ Capital
New York
$2.33M -$34K -800 -1%
PWM
99
Paulson Wealth Management
Illinois
$2.22M
Rafferty Asset Management
100
Rafferty Asset Management
New York
$2.21M +$383K +9,002 +22%