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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
Handelsbanken Fonder
126
Handelsbanken Fonder
Sweden
$947K
MFW
127
Meristem Family Wealth
Minnesota
$942K -$78.1K -1,669 -7%
RC
128
RBF Capital
California
$873K -$468K -10,000 -33%
TPCW
129
TD Private Client Wealth
New York
$867K +$46.1K +985 +5%
CG
130
Colony Group
Massachusetts
$856K -$608 -13 -0.1%
MSE
131
MUFG Securities EMEA
United Kingdom
$855K -$3.76M -80,400 -80%
AB
132
Amalgamated Bank
New York
$850K -$272K -5,805 -23%
CIBC World Market
133
CIBC World Market
Ontario, Canada
$798K -$290K -6,209 -25%
JHCP
134
Jackson Hole Capital Partners
Oklahoma
$798K +$67.5K +1,443 +9%
ELI
135
Empire Life Investments
Ontario, Canada
$773K +$60.8K +1,299 +8%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$716K -$18.3K -392 -2%
AGP
137
Autumn Glory Partners
Texas
$701K +$752K +16,071 New
GC
138
Globeflex Capital
California
$693K +$743K +15,882 New
SOADOR
139
State of Alaska Department of Revenue
Alaska
$658K -$842 -18 -0.1%
IA
140
Investor AB
Sweden
$589K
FNT
141
First National Trust
Pennsylvania
$586K
Jane Street
142
Jane Street
New York
$580K -$643K -13,743 -51%
HF
143
HRT Financial
New York
$575K -$170K -3,638 -22%
TC
144
Telemus Capital
Michigan
$575K -$10.7K -229 -2%
II
145
Inspire Investing
Idaho
$575K +$616K +13,176 New
AAM
146
Advisors Asset Management
Colorado
$567K +$41.5K +888 +7%
SDAM
147
Shulman DeMeo Asset Management
New York
$550K +$589K +12,598 New
Osaic Holdings
148
Osaic Holdings
Arizona
$545K -$61K -1,303 -9%
State of Wisconsin Investment Board
149
State of Wisconsin Investment Board
Wisconsin
$531K -$17.4K -372 -3%
Victory Capital Management
150
Victory Capital Management
Texas
$518K -$150K -3,210 -21%