We are live on ! Find out more

250 hedge funds and large institutions have $3.44B invested in Lazard in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

4% more funds holding

Funds holding: 240250 (+10)

1.29% less ownership

Funds ownership: 71.16%69.87% (-1.3%)

6% less capital invested

Capital invested by funds: $3.68B → $3.44B (-$238M)

16% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 88

28% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $15.3M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
250
Holders Change
+10
Holders Change %
+4.17%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
37
Increased
74
Reduced
88
Closed
23
Calls
$10.9M
Puts
$15.3M
Net Calls
-$4.33M
Net Calls Change
-$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Cumberland Advisors
Florida
$1.51M -$54.3K -1,160 -3%
HCM
102
Hodges Capital Management
Texas
$1.46M -$157K -3,348 -9%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$1.45M -$161K -3,441 -9%
IMRF
104
Illinois Municipal Retirement Fund
Illinois
$1.42M +$337K +7,211 +28%
SCM
105
Southport Capital Management
Tennessee
$1.36M +$474K +10,126 +48%
American Century Companies
106
American Century Companies
Missouri
$1.36M -$63.1K -1,348 -4%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$1.34M +$605K +12,936 +73%
JC
108
JB Capital
Connecticut
$1.32M +$41K +876 +3%
AFM
109
Abbot Financial Management
Massachusetts
$1.32M -$16.4K -350 -1%
Stifel Financial
110
Stifel Financial
Missouri
$1.28M -$807K -17,256 -37%
RIG
111
Roosevelt Investment Group
New York
$1.28M +$17K +364 +1%
SEI Investments
112
SEI Investments
Pennsylvania
$1.25M -$281K -6,001 -17%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$1.24M +$417K +8,908 +46%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$1.24M +$18.5K +396 +1%
OC
115
Oppenheimer & Co
New York
$1.21M -$7.02K -150 -0.5%
SI
116
Stephens Inc
Arkansas
$1.15M +$201K +4,300 +19%
DF
117
Donoghue Forlines
Massachusetts
$1.1M +$64.3K +1,375 +6%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$1.07M +$330K +7,057 +40%
CA
119
Callahan Advisors
Texas
$1.04M -$67.7K -1,447 -6%
AC
120
Allstate Corporation
Illinois
$1.03M -$300K -6,421 -21%
HBWM
121
Hollow Brook Wealth Management
New York
$996K +$18.4K +393 +2%
TAM
122
Tocqueville Asset Management
New York
$975K -$23.4K -500 -2%
FDS
123
First Dallas Securities
Texas
$974K -$67.8K -1,450 -6%
GHAM
124
Gilman Hill Asset Management
Connecticut
$973K
SFI
125
Susquehanna Fundamental Investments
Pennsylvania
$954K +$565K +12,070 +123%