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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
Rafferty Asset Management
176
Rafferty Asset Management
New York
$645K +$196K +5,470 +49%
MFW
177
Meristem Family Wealth
Minnesota
$585K
AB
178
Amalgamated Bank
New York
$578K +$42K +1,171 +9%
LPL Financial
179
LPL Financial
California
$570K -$745K -20,744 -57%
VKH
180
Virtu KCG Holdings
New York
$566K -$343K -9,551 -40%
KeyBank National Association
181
KeyBank National Association
Ohio
$546K +$74.1K +2,065 +17%
CCM
182
Covington Capital Management
California
$545K -$211K -5,875 -30%
Walleye Trading
183
Walleye Trading
New York
$515K -$631K -17,587 -57%
LA
184
Lucus Advisors
New York
$513K +$474K +13,212 New
JMPWA
185
JP Morgan Private Wealth Advisors
California
$508K +$260K +7,245 +124%
QT
186
Quantbot Technologies
New York
$499K +$431K +12,021 +1,391%
IRF
187
IBM Retirement Fund
New York
$495K -$615K -17,143 -57%
Balyasny Asset Management
188
Balyasny Asset Management
Illinois
$491K +$454K +12,644 New
AAM
189
Advisors Asset Management
Colorado
$490K -$29.3K -815 -6%
CG
190
Clinton Group
New York
$468K +$433K +12,074 New
AAS
191
Annex Advisory Services
Wisconsin
$459K +$51.9K +1,447 +14%
SRP
192
Saddle Road Partners
Nebraska
$454K +$32.9K +916 +8%
Axa
193
Axa
France
$449K
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$444K -$1.26M -35,073 -75%
UBS AM
195
UBS AM
Illinois
$436K -$107K -2,975 -21%
RFS
196
Rockefeller Financial Services
New York
$428K
NGA
197
Naples Global Advisors
Florida
$421K +$390K +10,857 New
New York State Teachers Retirement System (NYSTRS)
198
New York State Teachers Retirement System (NYSTRS)
New York
$419K
MC
199
Montag & Caldwell
Georgia
$419K +$287 +8 +0.1%
BlackRock
200
BlackRock
New York
$414K +$383K +10,672 New