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270 hedge funds and large institutions have $3.85B invested in Lazard in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $6.63M

6% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 102

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.27% less ownership

Funds ownership: 79.25%76.98% (-2.3%)

3% less funds holding

Funds holding: 278270 (-8)

17% less capital invested

Capital invested by funds: $4.62B → $3.85B (-$770M)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

Holders
270
Holders Change
-8
Holders Change %
-2.88%
% of All Funds
7.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
108
Reduced
102
Closed
40
Calls
$50.4M
Puts
$6.63M
Net Calls
+$43.8M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$3.31M +$21K +584 +0.7%
WHG
102
Westwood Holdings Group
Texas
$3.19M
VCAM
103
Van Cleef Asset Management
Ohio
$3.07M +$5.17K +144 +0.2%
HCA
104
Horan Capital Advisors
Ohio
$2.98M +$1.56M +43,544 +131%
OAC
105
OMERS Administration Corp
Ontario, Canada
$2.84M +$1.11M +31,000 +73%
JHIU
106
Janus Henderson Investors US
Colorado
$2.83M -$5.78M -161,100 -69%
Barclays
107
Barclays
United Kingdom
$2.72M +$395K +10,997 +18%
EAM
108
Eagle Asset Management
Florida
$2.6M -$57.2K -1,595 -2%
WT
109
Whittier Trust
California
$2.5M +$234K +6,513 +11%
American Century Companies
110
American Century Companies
Missouri
$2.45M +$70.9K +1,976 +3%
BA
111
BlackRock Advisors
Delaware
$2.44M +$42K +1,169 +2%
PFM
112
Premier Fund Managers
United Kingdom
$2.39M +$359K +10,000 +20%
GC
113
Guggenheim Capital
Illinois
$2.3M -$534K -14,890 -20%
GG
114
Gofen & Glossberg
Illinois
$2.3M +$1K +28 +0%
NEI
115
Northwest & Ethical Investments
Ontario, Canada
$2.24M
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$2.22M -$2.58M -71,900 -56%
RAM
117
Ramsey Asset Management
Virginia
$2.13M
IP
118
Interval Partners
New York
$2.12M +$1.21M +33,678 +160%
Stifel Financial
119
Stifel Financial
Missouri
$2.12M +$56.5K +1,573 +3%
PG
120
PEAK6 Group
Illinois
$2.09M -$5.14M -143,076 -73%
AOWM
121
Alpha Omega Wealth Management
Virginia
$2.06M +$150K +4,174 +9%
WB
122
Webster Bank
Connecticut
$2.05M +$62.4K +1,738 +3%
CA
123
Callahan Advisors
Texas
$1.97M +$215K +5,998 +13%
UOC
124
UBS O'Connor
Illinois
$1.94M +$1.79M +50,000 New
MPAM
125
Murphy Pohlad Asset Management
Minnesota
$1.94M +$445K +12,410 +33%