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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
AC
126
Athanor Capital
New York
$1.27M +$676K +15,892 +120%
RIG
127
Roosevelt Investment Group
New York
$1.26M +$207K +4,856 +20%
OC
128
Oppenheimer & Co
New York
$1.23M -$4.08K -96 -0.3%
PP
129
PDT Partners
New York
$1.21M +$1.18M +27,705 New
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$1.19M +$1.14M +26,919 +5,118%
CA
131
Callahan Advisors
Texas
$1.17M +$82.9K +1,948 +8%
MAP
132
Moody Aldrich Partners
Massachusetts
$1.13M -$477K -11,209 -30%
GHAM
133
Gilman Hill Asset Management
Connecticut
$1.1M -$97.8K -2,300 -8%
IMRF
134
Illinois Municipal Retirement Fund
Illinois
$1.1M
FDS
135
First Dallas Securities
Texas
$1.09M +$1.07M +25,150 New
RC
136
RBF Capital
California
$1.09M +$1.06M +25,000 New
SCM
137
Southport Capital Management
Tennessee
$1.04M +$1.02M +24,002 New
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$962K
BIM
139
Baldwin Investment Management
Pennsylvania
$875K +$545K +12,820 +176%
RJFSA
140
Raymond James Financial Services Advisors
Florida
$864K -$16.5K -388 -2%
CG
141
Colony Group
Massachusetts
$846K -$26.1K -613 -3%
BI
142
Bramshill Investments
Florida
$837K -$26.2K -616 -3%
ACI
143
AMP Capital Investors
Australia
$778K -$90.3K -2,123 -11%
SI
144
Stephens Inc
Arkansas
$758K +$741K +17,425 New
American Century Companies
145
American Century Companies
Missouri
$754K +$235K +5,522 +47%
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$746K +$69.9K +1,643 +11%
ECM
147
ExodusPoint Capital Management
New York
$718K -$1.11M -26,198 -61%
TC
148
Telemus Capital
Michigan
$718K -$115K -2,708 -14%
SOADOR
149
State of Alaska Department of Revenue
Alaska
$691K +$486K +11,438 +257%
ELI
150
Empire Life Investments
Ontario, Canada
$663K +$77.3K +1,818 +14%