We are live on ! Find out more

283 hedge funds and large institutions have $4.4B invested in Lazard in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

5% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 37

0% less capital invested

Capital invested by funds: $4.41B → $4.4B (-$9.79M)

0% less funds holding

Funds holding: 284283 (-1)

0.73% less ownership

Funds ownership: 73.86%73.13% (-0.73%)

7% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $19.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
283
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
39
Increased
106
Reduced
96
Closed
37
Calls
$17.7M
Puts
$19.2M
Net Calls
-$1.43M
Net Calls Change
-$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
201
Hillsdale Investment Management
Ontario, Canada
$402K +$48K +1,070 +14%
FIM
202
Freedom Investment Management
Connecticut
$400K +$36.2K +808 +10%
SRC
203
Shufro Rose & Co
New York
$396K -$62.8K -1,400 -14%
AG
204
Aperio Group
California
$391K +$11.9K +266 +3%
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$373K +$166K +3,707 +85%
WCA
206
Waratah Capital Advisors
Ontario, Canada
$371K -$172K -3,845 -32%
FMBTD
207
First Midwest Bank Trust Division
Illinois
$371K +$360K +8,018 New
PGFC
208
Peapack-Gladstone Financial Corp
New Jersey
$365K +$152K +3,380 +75%
SIP
209
Stoneridge Investment Partners
Pennsylvania
$362K -$441K -9,835 -56%
LA
210
Lucus Advisors
New York
$355K +$344K +7,670 New
ELI
211
Empire Life Investments
Ontario, Canada
$353K +$88.3K +1,970 +35%
CPIM
212
Columbia Partners Investment Management
Virginia
$347K
UCFA
213
United Capital Financial Advisors
Texas
$343K -$13.5K -300 -4%
MA
214
MUFG Americas
New York
$328K -$175K -3,902 -36%
CBT
215
Central Bank & Trust
Kentucky
$321K
Citadel Advisors
216
Citadel Advisors
Florida
$313K +$303K +6,752 New
PMG
217
ProVise Management Group
Florida
$310K -$17.9K -400 -6%
AG
218
Advisor Group
Arizona
$305K -$273K -6,086 -48%
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$304K +$294K +6,555 New
RQS
220
Ramsey Quantitative Systems
Kentucky
$300K -$444K -9,891 -31%
CAM
221
Covenant Asset Management
New Jersey
$298K
CB
222
Chemical Bank
Michigan
$293K +$224 +5 +0.1%
RA
223
Rational Advisors
New York
$292K +$283K +6,300 New
SFS
224
Sowell Financial Services
Arkansas
$290K +$21.6K +482 +8%
HSBC Holdings
225
HSBC Holdings
United Kingdom
$286K