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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
AA
176
ALPS Advisors
Colorado
$333K +$325K +7,650 New
LIM
177
Lathrop Investment Management
Arkansas
$325K -$108K -2,550 -25%
IRC
178
Investors Research Corp
Georgia
$320K
JCIA
179
Jackson Creek Investment Advisors
Colorado
$316K -$6.55K -154 -2%
Ensign Peak Advisors
180
Ensign Peak Advisors
Utah
$307K -$285K -6,704 -49%
MAM
181
Morse Asset Management
Connecticut
$305K -$1.11M -26,100 -79%
CS
182
Credit Suisse
Switzerland
$303K +$296K +6,970 New
RE
183
RBC Europe
United Kingdom
$285K
FHB
184
First Hawaiian Bank
Hawaii
$280K
QI
185
QS Investors
New York
$279K +$272K +6,400 New
SMF
186
Sterling Manor Financial
New York
$278K
SW
187
SVB Wealth
Massachusetts
$263K +$257K +6,039 New
BCM
188
Brookstone Capital Management
Illinois
$263K +$257K +6,044 New
CS
189
Cannell & Spears
New York
$253K
Los Angeles Capital Management
190
Los Angeles Capital Management
California
$248K -$26.6K -625 -10%
SAM
191
Seelaus Asset Management
New Jersey
$244K -$85.1K -2,000 -26%
WCM
192
Whitener Capital Management
North Carolina
$239K
RJT
193
Raymond James Trust
Florida
$236K -$32.4K -762 -12%
SB
194
Simmons Bank
Arkansas
$235K -$18.4K -432 -7%
URS
195
Utah Retirement Systems
Utah
$226K
Comerica Bank
196
Comerica Bank
Texas
$218K -$19.2K -451 -9%
VNA
197
Valley National Advisers
Pennsylvania
$216K -$1.7K -40 -0.8%
LNWTC
198
Laird Norton Wetherby Trust Company
Washington
$211K
Schroder Investment Management Group
199
Schroder Investment Management Group
United Kingdom
$209K -$1.43M -33,573 -87%
WCM
200
Wedge Capital Management
North Carolina
$206K -$26.7K -627 -12%