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213 hedge funds and large institutions have $2.63B invested in Lazard in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $8.89M | Put options by funds: $6.11M

14% more capital invested

Capital invested by funds: $2.31B → $2.63B (+$327M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0% more funds holding

Funds holding: 213213 (0)

0.72% less ownership

Funds ownership: 71.41%70.69% (-0.72%)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
32
Increased
63
Reduced
78
Closed
31
Calls
$8.89M
Puts
$6.11M
Net Calls
+$2.78M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$34K
OC
177
Oakworth Capital
Alabama
$33K +$30.8K +1,000 New
SC
178
SouthState Corp
Florida
$33K +$30.8K +1,000 New
GWM
179
Geneos Wealth Management
Colorado
$27K -$9.92K -322 -27%
WT
180
Whittier Trust
California
$27K
APA
181
American Portfolios Advisors
New York
$26.5K +$216 +7 +0.9%
New York State Teachers Retirement System (NYSTRS)
182
New York State Teachers Retirement System (NYSTRS)
New York
$26K
US Bancorp
183
US Bancorp
Minnesota
$26K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$24K
LWCFA
185
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$20K +$246 +8 +1%
CFGS
187
Concourse Financial Group Securities
Alabama
$18K -$11.4K -371 -41%
RCA
188
Ranch Capital Advisors
Florida
$17K
MF
189
Manchester Financial
California
$16K
ONST
190
Old North State Trust
North Carolina
$15K +$13.6K +440 New
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$13K +$2.06K +67 +19%
PFO
192
Pathstone Family Office
New Jersey
$13K +$12.5K +407 New
JWA
193
JFS Wealth Advisors
Pennsylvania
$12K
CIA
194
CSat Investment Advisory
Michigan
$12K +$1.57K +51 +17%
ASN
195
Advisory Services Network
Georgia
$12K +$10.8K +349 New
SSB
196
Sandy Spring Bank
Maryland
$10K -$9.24K -300 -50%
FMT
197
First Mercantile Trust
Tennessee
$10K -$1.94K -63 -18%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$9K -$32.9K -1,069 -80%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$7K
HWA
200
Heritage Wealth Advisors
Virginia
$6.61K