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261 hedge funds and large institutions have $3.63B invested in Lazard in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

9% more funds holding

Funds holding: 239261 (+22)

1.03% more ownership

Funds ownership: 72.88%73.91% (+1%)

4% more capital invested

Capital invested by funds: $3.48B → $3.63B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 87

10% less call options, than puts

Call options by funds: $9.02M | Put options by funds: $10M

Holders
261
Holders Change
+22
Holders Change %
+9.21%
% of All Funds
4.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
53
Increased
84
Reduced
87
Closed
30
Calls
$9.02M
Puts
$10M
Net Calls
-$986K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$2.17M +$582K +13,686 +38%
AC
102
Allstate Corporation
Illinois
$2.1M +$178K +4,195 +10%
Jane Street
103
Jane Street
New York
$2.08M +$1.47M +34,485 +257%
NW
104
NewEdge Wealth
Pennsylvania
$2.01M +$1.96M +46,107 New
Truist Financial
105
Truist Financial
North Carolina
$1.96M +$1.92M +45,141 New
Stifel Financial
106
Stifel Financial
Missouri
$1.9M -$40.5K -952 -2%
HI
107
Horizon Investments
North Carolina
$1.86M +$1.82M +42,771 New
Ameriprise
108
Ameriprise
Minnesota
$1.74M +$28.6K +673 +2%
ARM
109
Adirondack Research & Management
New York
$1.71M +$25.4K +598 +2%
Citadel Advisors
110
Citadel Advisors
Florida
$1.67M +$1.63M +38,382 New
TAM
111
Tocqueville Asset Management
New York
$1.67M
LPL Financial
112
LPL Financial
California
$1.63M +$517K +12,149 +48%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.62M +$618K +14,529 +64%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$1.61M -$3.83K -90 -0.2%
CA
115
Cumberland Advisors
Florida
$1.58M +$1.54M +36,300 New
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$1.57M +$1.54M +36,164 New
NSIM
117
North Star Investment Management
Illinois
$1.51M -$25.4K -596 -2%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$1.5M +$242K +5,698 +20%
HCM
119
Hodges Capital Management
Texas
$1.39M +$1.36M +31,959 New
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$1.39M +$390K +9,158 +40%
SAM
121
Silvercrest Asset Management
New York
$1.36M -$6.03M -141,827 -82%
AFM
122
Abbot Financial Management
Massachusetts
$1.36M
AC
123
Apogem Capital
New York
$1.35M +$310K +7,286 +31%
OSIA
124
O'Shares Investment Advisers
Massachusetts
$1.35M +$28.1K +661 +2%
DF
125
Donoghue Forlines
Massachusetts
$1.29M +$1.05M +24,683 +503%