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270 hedge funds and large institutions have $3.85B invested in Lazard in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $6.63M

6% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 102

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.27% less ownership

Funds ownership: 79.25%76.98% (-2.3%)

3% less funds holding

Funds holding: 278270 (-8)

17% less capital invested

Capital invested by funds: $4.62B → $3.85B (-$770M)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

Holders
270
Holders Change
-8
Holders Change %
-2.88%
% of All Funds
7.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
108
Reduced
102
Closed
40
Calls
$50.4M
Puts
$6.63M
Net Calls
+$43.8M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
HJMC
151
Hellman Jordan Management Company
Massachusetts
$1.04M -$10.7M -299,285 -92%
MA
152
MUFG Americas
New York
$999K -$45.8K -1,275 -5%
Principal Financial Group
153
Principal Financial Group
Iowa
$975K +$22.3K +621 +3%
WIM
154
Waverton Investment Management
United Kingdom
$970K
DC
155
Deere & Company
Illinois
$941K -$184K -5,118 -17%
ST
156
Spot Trading
Illinois
$930K +$353K +9,822 +69%
BWAM
157
Boyd Watterson Asset Management
Ohio
$929K -$447K -12,468 -34%
PPA
158
Parametric Portfolio Associates
Washington
$912K -$1.29M -35,995 -60%
GA
159
Geneva Advisors
Illinois
$901K
CIBC World Market
160
CIBC World Market
Ontario, Canada
$891K +$319K +8,884 +63%
OWD
161
Osborn Williams & Donohoe
Ohio
$885K +$78.5K +2,186 +11%
URS
162
Utah Retirement Systems
Utah
$874K +$3.59K +100 +0.4%
Comerica Bank
163
Comerica Bank
Texas
$872K -$146K -4,080 -15%
BSWMG
164
Barrington Strategic Wealth Management Group
Illinois
$871K -$38K -1,059 -5%
CFMC
165
Curbstone Financial Management Corp
New Hampshire
$852K +$28.7K +800 +4%
BA
166
Boston Advisors
Massachusetts
$842K +$97.8K +2,725 +14%
LSCM
167
LaSalle Street Capital Management
Illinois
$830K
NJBEST
168
New Jersey Better Educational Savings Trust
New Jersey
$815K
TH
169
Timber Hill
Connecticut
$810K +$177K +4,942 +31%
M&T Bank
170
M&T Bank
New York
$761K -$101K -2,827 -13%
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$741K +$37.8K +1,054 +6%
ProShare Advisors
172
ProShare Advisors
Maryland
$716K -$104K -2,897 -14%
CB
173
Commerce Bank
Missouri
$709K +$656K +18,264 New
Envestnet Asset Management
174
Envestnet Asset Management
Illinois
$681K +$210K +5,856 +50%
VFS
175
VSR Financial Services
Kansas
$663K +$614K +17,100 New