320 hedge funds and large institutions have $4.89B invested in Lazard in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+31
Holders Change %
+10.73%
% of All Funds
7.27%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.2%
New
59
Increased
96
Reduced
116
Closed
24
Calls
$17.1M
Puts
$15.5M
Net Calls
+$1.61M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
176
Valley National Advisers
Pennsylvania
$995K
ProShare Advisors
177
ProShare Advisors
Maryland
$993K +$58.3K +1,109 +6%
MC
178
Middleton & Co
Massachusetts
$957K -$3.94K -75 -0.4%
MJRIC
179
Mogy Joel R Investment Counsel
California
$949K
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$946K
BWAM
181
Boyd Watterson Asset Management
Ohio
$933K -$63.8K -1,215 -6%
GHAM
182
Gilman Hill Asset Management
Connecticut
$864K
Luther King Capital Management (LKCM)
183
Luther King Capital Management (LKCM)
Texas
$858K -$564K -10,750 -40%
Comerica Bank
184
Comerica Bank
Texas
$835K -$16.6K -281 -2%
MCM
185
McKinley Capital Management
Alaska
$815K -$30.3K -577 -4%
LG
186
Leuthold Group
Minnesota
$809K -$56.2K -1,070 -6%
JPMPWA
187
J.P. Morgan Private Wealth Advisors
California
$804K -$22K -418 -3%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$804K +$648K +12,338 +416%
GH
189
GAM Holding
Switzerland
$796K +$796K +15,153 New
WCBA
190
Weaver C. Barksdale & Associates
Tennessee
$762K -$7.88K -150 -1%
LTFS
191
Ladenburg Thalmann Financial Services
Florida
$761K +$93.7K +1,787 +14%
SW
192
SVB Wealth
Massachusetts
$754K -$742K -14,140 -50%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$735K
SRSA
194
S.R. Schill & Associates
Washington
$726K +$270K +5,139 +59%
CCMW
195
Cypress Capital Management (Wyoming)
Wyoming
$717K +$231K +4,400 +47%
CB
196
Commerce Bank
Missouri
$682K
AF
197
Advisornet Financial
Minnesota
$657K +$657K +12,515 New
KI
198
Koch Industries
Kansas
$648K +$55.7K +1,062 +9%
Citadel Advisors
199
Citadel Advisors
Florida
$625K +$371K +7,063 +146%
SSA
200
Schonfeld Strategic Advisors
New York
$618K -$44.9K -856 -7%