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260 hedge funds and large institutions have $3.66B invested in Lazard in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $3.63B → $3.66B (+$33.5M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

0% less funds holding

Funds holding: 261260 (-1)

2.19% less ownership

Funds ownership: 73.91%71.72% (-2.2%)

11% less call options, than puts

Call options by funds: $8.66M | Put options by funds: $9.68M

18% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 99

Holders
260
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
34
Increased
81
Reduced
99
Closed
34
Calls
$8.66M
Puts
$9.68M
Net Calls
-$1.02M
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
ARM
101
Adirondack Research & Management
New York
$1.82M +$50.6K +1,104 +3%
Ameriprise
102
Ameriprise
Minnesota
$1.81M +$963 +21 +0.1%
Citadel Advisors
103
Citadel Advisors
Florida
$1.73M -$7.25K -158 -0.4%
TAM
104
Tocqueville Asset Management
New York
$1.71M -$22.9K -500 -1%
Macquarie Group
105
Macquarie Group
Australia
$1.71M +$1.73M +37,700 New
HCM
106
Hodges Capital Management
Texas
$1.66M +$220K +4,801 +15%
SEI Investments
107
SEI Investments
Pennsylvania
$1.66M -$606K -13,209 -26%
CA
108
Cumberland Advisors
Florida
$1.64M
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$1.63M +$69.6K +1,518 +4%
LPL Financial
110
LPL Financial
California
$1.61M -$78.8K -1,719 -5%
Treasurer of the State of North Carolina
111
Treasurer of the State of North Carolina
North Carolina
$1.6M -$70.6K -1,540 -4%
OSIA
112
O'Shares Investment Advisers
Massachusetts
$1.6M +$200K +4,371 +14%
AC
113
Allstate Corporation
Illinois
$1.58M -$615K -13,421 -28%
NSIM
114
North Star Investment Management
Illinois
$1.57M
Franklin Resources
115
Franklin Resources
California
$1.55M -$1.26M -27,430 -45%
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$1.51M -$127K -2,767 -8%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$1.45M +$2.89K +63 +0.2%
Bank of America
118
Bank of America
North Carolina
$1.44M -$1.46M -31,859 -50%
RIG
119
Roosevelt Investment Group
New York
$1.39M +$82.2K +1,793 +6%
AFM
120
Abbot Financial Management
Massachusetts
$1.39M -$27.4K -598 -2%
OC
121
Oppenheimer & Co
New York
$1.27M -$16.1K -351 -1%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$1.26M +$15.1K +330 +1%
MAP
123
Moody Aldrich Partners
Massachusetts
$1.17M
CA
124
Callahan Advisors
Texas
$1.15M -$68.6K -1,495 -6%
IMRF
125
Illinois Municipal Retirement Fund
Illinois
$1.15M