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332 hedge funds and large institutions have $4.65B invested in Lazard in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $9.37M

0.67% more ownership

Funds ownership: 72.61%73.27% (+0.67%)

1% less funds holding

Funds holding: 335332 (-3)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

6% less capital invested

Capital invested by funds: $4.95B → $4.65B (-$308M)

11% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 120

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
332
Holders Change
-3
Holders Change %
-0.9%
% of All Funds
7.6%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
49
Increased
107
Reduced
120
Closed
50
Calls
$10.4M
Puts
$9.37M
Net Calls
+$1.06M
Net Calls Change
+$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
EMR
101
Errol M. Rudman
$4.08M -$499K -9,423 -10%
OPCM
102
Osborne Partners Capital Management
California
$4.07M -$433K -8,190 -9%
GHCM
103
Glen Harbor Capital Management
California
$3.84M -$3.9M -73,678 -48%
VIA
104
Vident Investment Advisory
Georgia
$3.83M +$2.78M +52,438 +203%
Boston Partners
105
Boston Partners
Massachusetts
$3.82M -$1.3M -24,564 -24%
AOWM
106
Alpha Omega Wealth Management
Virginia
$3.78M +$55.8K +1,054 +1%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$3.67M +$86K +1,625 +2%
TCM
108
Twin Capital Management
Pennsylvania
$3.49M +$76.7K +1,450 +2%
GIM
109
Groesbeck Investment Management
New Jersey
$3.38M -$1.06M -20,000 -22%
BA
110
Boston Advisors
Massachusetts
$3.29M -$54.6K -1,031 -2%
SFWA
111
Summit Financial Wealth Advisors
Louisiana
$3.22M
MCIM
112
Meadow Creek Investment Management
Georgia
$3.16M -$3.21M -60,676 -48%
UBS AM
113
UBS AM
Illinois
$3.11M +$1.28M +24,168 +61%
SSWM
114
Sheets Smith Wealth Management
North Carolina
$3.08M -$31.8K -600 -0.9%
CA
115
Callahan Advisors
Texas
$3.07M -$40.5K -765 -1%
MWNA
116
Marshall Wace North America
New York
$3M -$9.07M -171,402 -74%
MPM
117
Meritage Portfolio Management
Kansas
$3M -$185K -3,495 -5%
QI
118
QS Investors
New York
$2.95M +$1.38M +26,000 +76%
HCG
119
HNA Capital Group
China
$2.87M
SGAM
120
Steinberg Global Asset Management
Florida
$2.87M -$245K -4,621 -7%
OAC
121
OMERS Administration Corp
Ontario, Canada
$2.79M +$3.02M +57,100 New
NEI
122
Northwest & Ethical Investments
Ontario, Canada
$2.76M
Jacobs Levy Equity Management
123
Jacobs Levy Equity Management
New Jersey
$2.74M +$2.96M +55,970 New
GMI
124
Greystone Managed Investments
Saskatchewan, Canada
$2.71M +$86.8K +1,640 +3%
Legal & General Group
125
Legal & General Group
United Kingdom
$2.68M -$394K -7,436 -12%