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271 hedge funds and large institutions have $3.74B invested in Lazard in 2016 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

470% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $9.36M

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

15% more capital invested

Capital invested by funds: $3.25B → $3.74B (+$486M)

9% more funds holding

Funds holding: 248271 (+23)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.91% less ownership

Funds ownership: 71.07%70.16% (-0.91%)

4% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 92

Holders
271
Holders Change
+23
Holders Change %
+9.27%
% of All Funds
6.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
58
Increased
88
Reduced
92
Closed
31
Calls
$53.4M
Puts
$9.36M
Net Calls
+$44M
Net Calls Change
-$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
151
Waverton Investment Management
United Kingdom
$1.03M
BWAM
152
Boyd Watterson Asset Management
Ohio
$1.01M -$41.3K -1,063 -4%
OWD
153
Osborn Williams & Donohoe
Ohio
$960K -$120K -3,093 -12%
MFW
154
Meristem Family Wealth
Minnesota
$956K
URS
155
Utah Retirement Systems
Utah
$954K +$3.88K +100 +0.4%
EAM
156
Evanson Asset Management
California
$933K +$8.31K +214 +1%
Comerica Bank
157
Comerica Bank
Texas
$931K +$241K +6,199 +38%
GA
158
Geneva Advisors
Illinois
$929K -$11.7K -300 -1%
BA
159
Boston Advisors
Massachusetts
$927K +$53.6K +1,380 +7%
LSCM
160
LaSalle Street Capital Management
Illinois
$879K
JMPWA
161
JP Morgan Private Wealth Advisors
California
$844K -$41.9K -1,078 -5%
LG
162
Leuthold Group
Minnesota
$792K +$749K +19,274 New
GHAM
163
Gilman Hill Asset Management
Connecticut
$785K +$188K +4,850 +34%
MA
164
MUFG Americas
New York
$782K -$216K -5,561 -23%
PI
165
Putnam Investments
Massachusetts
$771K +$142K +3,647 +24%
AB
166
Amalgamated Bank
New York
$758K +$89.5K +2,305 +14%
PG
167
PEAK6 Group
Illinois
$757K +$456K +11,735 +176%
CB
168
Commerce Bank
Missouri
$751K
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$732K +$169K +4,346 +32%
SIP
170
Stoneridge Investment Partners
Pennsylvania
$725K +$685K +17,641 New
ProShare Advisors
171
ProShare Advisors
Maryland
$713K +$9.21K +237 +1%
HCM
172
Hodges Capital Management
Texas
$670K +$633K +16,300 New
AL
173
Airain Ltd
Guernsey
$645K +$610K +15,704 New
CG
174
Cutler Group
California
$641K +$426K +10,974 +236%
CCM
175
Cadence Capital Management
Massachusetts
$625K -$399K -10,283 -40%