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283 hedge funds and large institutions have $4.4B invested in Lazard in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

5% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 37

0% less capital invested

Capital invested by funds: $4.41B → $4.4B (-$9.79M)

0% less funds holding

Funds holding: 284283 (-1)

0.73% less ownership

Funds ownership: 73.86%73.13% (-0.73%)

7% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $19.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
283
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
39
Increased
106
Reduced
96
Closed
37
Calls
$17.7M
Puts
$19.2M
Net Calls
-$1.43M
Net Calls Change
-$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
101
Alpha Omega Wealth Management
Virginia
$3.46M +$128K +2,854 +4%
GCP
102
GSA Capital Partners
United Kingdom
$3.41M +$965K +21,522 +41%
HCA
103
Horan Capital Advisors
Ohio
$3.36M -$274K -6,110 -8%
MPAM
104
Murphy Pohlad Asset Management
Minnesota
$3.26M
CIBC World Market
105
CIBC World Market
Ontario, Canada
$3.25M +$3.14M +70,094 New
EP
106
Elkfork Partners
Oregon
$3.22M +$1.58M +35,156 +102%
BF
107
BOK Financial
Oklahoma
$3.22M +$1.84M +40,998 +144%
MPM
108
Meritage Portfolio Management
Kansas
$3.17M -$51.9K -1,157 -2%
CS
109
Credit Suisse
Switzerland
$3.02M +$439K +9,791 +18%
CA
110
Callahan Advisors
Texas
$2.87M +$3.81K +85 +0.1%
NEI
111
Northwest & Ethical Investments
Ontario, Canada
$2.84M
EAM
112
Eagle Asset Management
Florida
$2.78M -$12.7K -283 -0.5%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$2.74M +$585K +13,038 +28%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$2.7M -$625K -13,943 -19%
NA
115
Navellier & Associates
Nevada
$2.61M +$388K +8,652 +18%
Acadian Asset Management
116
Acadian Asset Management
Massachusetts
$2.57M +$2.02M +44,980 +432%
SGAM
117
Steinberg Global Asset Management
Florida
$2.53M -$119K -2,653 -5%
Wellington Management Group
118
Wellington Management Group
Massachusetts
$2.45M -$487K -10,861 -17%
TAM
119
Tyers Asset Management
Texas
$2.34M +$1.15M +25,568 +102%
Robeco Institutional Asset Management
120
Robeco Institutional Asset Management
Netherlands
$2.32M
GMI
121
Greystone Managed Investments
Saskatchewan, Canada
$2.18M +$2.11M +47,129 New
SCM
122
Sterling Capital Management
North Carolina
$2.14M +$1.48M +32,991 +250%
QC
123
Quadrature Capital
United Kingdom
$2.14M +$2.07M +46,177 New
Legal & General Group
124
Legal & General Group
United Kingdom
$2.05M +$158K +3,523 +9%
Citigroup
125
Citigroup
New York
$2.04M -$2.52M -56,126 -56%