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241 hedge funds and large institutions have $2.97B invested in Lazard in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

13.87% more ownership

Funds ownership: 65.57%79.44% (+14%)

2% more capital invested

Capital invested by funds: $2.93B → $2.97B (+$44.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $12.4M

5% less funds holding

Funds holding: 253241 (-12)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

36% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 101

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
65
Reduced
101
Closed
40
Calls
$11.3M
Puts
$12.4M
Net Calls
-$1.08M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$282K -$483K -13,635 -63%
CCM
177
Copeland Capital Management
Pennsylvania
$279K +$98.3K +2,777 +53%
NFG
178
Next Financial Group
Texas
$278K -$69.1K -1,952 -20%
IRC
179
Investors Research Corp
Georgia
$257K
TNB
180
TCF National Bank
South Dakota
$251K +$254K +7,180 New
B
181
Barings
North Carolina
$245K
MPAM
182
Murphy Pohlad Asset Management
Minnesota
$231K -$13.6K -385 -6%
WCM
183
Wedge Capital Management
North Carolina
$229K -$209K -5,898 -47%
RE
184
RBC Europe
United Kingdom
$229K
BCM
185
Brookstone Capital Management
Illinois
$220K -$208K -5,867 -48%
JIC
186
Johnson Investment Counsel
Ohio
$219K +$221K +6,245 New
TRCT
187
Tower Research Capital (TRC)
New York
$218K -$53.7K -1,517 -20%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$187K +$1.95K +55 +1%
EMG
189
ETF Managers Group
New Jersey
$187K +$12.8K +361 +7%
CIM
190
Chiron Investment Management
New York
$186K +$35.4K +1,000 +23%
LMAM
191
Legg Mason Asset Management
Japan
$182K +$25.5K +720 +16%
TAM
192
Tiverton Asset Management
Delaware
$177K +$179K +5,063 New
PAM
193
Panagora Asset Management
Massachusetts
$174K
SG Americas Securities
194
SG Americas Securities
New York
$165K -$1.17M -33,028 -87%
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$155K -$126K -3,555 -45%
NIT
196
NumerixS Investment Technologies
British Columbia, Canada
$144K -$95.6K -2,700 -40%
PI
197
PEAK6 Investments
Illinois
$142K -$26K -734 -15%
AAM
198
Advisors Asset Management
Colorado
$142K +$11.4K +323 +9%
APA
199
American Portfolios Advisors
New York
$123K -$6.48K -183 -5%
HPC
200
HM Payson & Co
Maine
$105K