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289 hedge funds and large institutions have $4.37B invested in Lazard in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $11.9M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 283289 (+6)

1.33% more ownership

Funds ownership: 73.13%74.46% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 104

1% less capital invested

Capital invested by funds: $4.4B → $4.37B (-$30.3M)

Holders
289
Holders Change
+6
Holders Change %
+2.12%
% of All Funds
7.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
38
Increased
105
Reduced
104
Closed
29
Calls
$24.8M
Puts
$11.9M
Net Calls
+$13M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EMR
101
Errol M. Rudman
$3.75M
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$3.57M
AIM
103
Assured Investment Management
New York
$3.55M +$3.48M +78,520 New
AOWM
104
Alpha Omega Wealth Management
Virginia
$3.43M +$46.3K +1,044 +1%
BF
105
BOK Financial
Oklahoma
$3.37M +$224K +5,056 +7%
MPM
106
Meritage Portfolio Management
Kansas
$3.02M -$74K -1,670 -2%
GCP
107
GSA Capital Partners
United Kingdom
$2.98M -$339K -7,650 -10%
MPAM
108
Murphy Pohlad Asset Management
Minnesota
$2.94M -$242K -5,450 -8%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$2.93M -$2.36M -53,161 -45%
UBS AM
110
UBS AM
Illinois
$2.87M +$1.97M +44,493 +234%
RCM
111
Riverhead Capital Management
Delaware
$2.78M +$1.17M +26,318 +75%
SGAM
112
Steinberg Global Asset Management
Florida
$2.77M +$303K +6,832 +13%
NEI
113
Northwest & Ethical Investments
Ontario, Canada
$2.77M
QI
114
Quotient Investors
New York
$2.75M +$2.69M +60,725 New
CA
115
Callahan Advisors
Texas
$2.73M -$68.5K -1,545 -2%
OAM
116
Oxford Asset Management
United Kingdom
$2.73M -$1.6M -36,097 -37%
EAM
117
Eagle Asset Management
Florida
$2.7M
PPA
118
Parametric Portfolio Associates
Washington
$2.62M +$1.22M +27,525 +91%
Allianz Asset Management
119
Allianz Asset Management
Germany
$2.42M +$2.37M +53,400 New
HCA
120
Horan Capital Advisors
Ohio
$2.29M -$971K -21,907 -30%
Legal & General Group
121
Legal & General Group
United Kingdom
$2.26M +$248K +5,594 +13%
GMI
122
Greystone Managed Investments
Saskatchewan, Canada
$2.21M +$81K +1,826 +4%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$2.21M -$418K -9,425 -16%
NA
124
Navellier & Associates
Nevada
$2.2M -$341K -7,680 -14%
Acadian Asset Management
125
Acadian Asset Management
Massachusetts
$2.15M -$350K -7,897 -14%