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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
SIM
151
SummerHaven Investment Management
Connecticut
$636K
JHCP
152
Jackson Hole Capital Partners
Oklahoma
$631K +$74.7K +1,756 +14%
FNT
153
First National Trust
Pennsylvania
$585K +$101K +2,383 +22%
State of Wisconsin Investment Board
154
State of Wisconsin Investment Board
Wisconsin
$557K -$7.61K -179 -1%
CCM
155
Cullen Capital Management
New York
$506K +$495K +11,635 New
AAM
156
Advisors Asset Management
Colorado
$496K +$25.6K +602 +6%
TCM
157
Tuttle Capital Management
Connecticut
$483K +$472K +11,108 New
TPCW
158
TD Private Client Wealth
New York
$474K +$111K +2,621 +32%
Osaic Holdings
159
Osaic Holdings
Arizona
$472K +$9.23K +217 +2%
Marshall Wace
160
Marshall Wace
United Kingdom
$449K -$7.4M -173,958 -94%
Neuberger Berman Group
161
Neuberger Berman Group
New York
$432K +$422K +9,925 New
PGFC
162
Peapack-Gladstone Financial Corp
New Jersey
$422K
ProShare Advisors
163
ProShare Advisors
Maryland
$407K +$74.6K +1,754 +23%
IA
164
IndexIQ Advisors
New York
$398K +$389K +9,142 New
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$396K +$52.7K +1,238 +16%
SDAM
166
Shulman DeMeo Asset Management
New York
$385K +$376K +8,839 New
New York State Teachers Retirement System (NYSTRS)
167
New York State Teachers Retirement System (NYSTRS)
New York
$374K
MFW
168
Meristem Family Wealth
Minnesota
$366K
BAM
169
Belpointe Asset Management
Nevada
$365K -$23.1K -543 -6%
TRCT
170
Tower Research Capital (TRC)
New York
$363K +$37.6K +885 +12%
BCA
171
Bay Colony Advisors
Massachusetts
$358K -$14.9K -350 -4%
NFG
172
Next Financial Group
Texas
$353K +$334K +7,847 +3,041%
MSRPS
173
Maryland State Retirement & Pension System
Maryland
$348K +$340K +8,002 New
PPA
174
Parametric Portfolio Associates
Washington
$347K +$19.6K +462 +6%
PAM
175
Panagora Asset Management
Massachusetts
$336K +$174K +4,089 +113%