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250 hedge funds and large institutions have $3.44B invested in Lazard in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

4% more funds holding

Funds holding: 240250 (+10)

1.29% less ownership

Funds ownership: 71.16%69.87% (-1.3%)

6% less capital invested

Capital invested by funds: $3.68B → $3.44B (-$238M)

16% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 88

28% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $15.3M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
250
Holders Change
+10
Holders Change %
+4.17%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
37
Increased
74
Reduced
88
Closed
23
Calls
$10.9M
Puts
$15.3M
Net Calls
-$4.33M
Net Calls Change
-$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
76
M&T Bank
New York
$2.52M -$50.7K -1,084 -2%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.44M -$2.92M -62,420 -53%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$2.43M -$1.46M -31,256 -36%
LSC
79
Lesa Sroufe & Co
Washington
$2.42M +$76K +1,625 +3%
SWP
80
Strategic Wealth Partners
Ohio
$2.33M +$2.5M +53,464 New
APF
81
Alaska Permanent Fund
Alaska
$2.33M
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$2.33M +$2.5M +53,355 New
Russell Investments Group
83
Russell Investments Group
United Kingdom
$2.31M -$641K -13,701 -21%
Rafferty Asset Management
84
Rafferty Asset Management
New York
$2.3M +$222K +4,737 +10%
AU
85
Algebris (UK)
United Kingdom
$2.29M +$2.46M +52,609 New
MC
86
MRJ Capital
New York
$2.28M -$112K -2,403 -4%
Legal & General Group
87
Legal & General Group
United Kingdom
$2.19M -$94 -2 -0%
PWM
88
Paulson Wealth Management
Illinois
$2.13M
EIM
89
Essex Investment Management
Massachusetts
$2.08M -$1.1M -23,500 -33%
Holocene Advisors
90
Holocene Advisors
New York
$2.06M +$7.63K +163 +0.3%
OSIA
91
O'Shares Investment Advisers
Massachusetts
$1.95M +$69K +1,474 +3%
Allianz Asset Management
92
Allianz Asset Management
Germany
$1.89M +$1.24M +26,445 +157%
Barclays
93
Barclays
United Kingdom
$1.87M -$6.82M -145,769 -77%
MAP
94
Moody Aldrich Partners
Massachusetts
$1.76M +$679K +14,521 +56%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$1.66M +$6.69K +143 +0.4%
RJA
96
Raymond James & Associates
Florida
$1.65M -$220K -4,711 -11%
Macquarie Group
97
Macquarie Group
Australia
$1.65M
NSIM
98
North Star Investment Management
Illinois
$1.63M +$117K +2,500 +7%
Treasurer of the State of North Carolina
99
Treasurer of the State of North Carolina
North Carolina
$1.58M +$11.2K +240 +0.7%
LPL Financial
100
LPL Financial
California
$1.51M +$31.8K +680 +2%