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253 hedge funds and large institutions have $2.93B invested in Lazard in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 101 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more call options, than puts

Call options by funds: $10M | Put options by funds: $9.71M

1.36% less ownership

Funds ownership: 66.92%65.57% (-1.4%)

5% less funds holding

Funds holding: 266253 (-13)

7% less capital invested

Capital invested by funds: $3.14B → $2.93B (-$215M)

17% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 46

31% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 101

Holders
253
Holders Change
-13
Holders Change %
-4.89%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
70
Reduced
101
Closed
46
Calls
$10M
Puts
$9.71M
Net Calls
+$319K
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
201
American Portfolios Advisors
New York
$127K +$69K +1,924 +108%
HPC
202
HM Payson & Co
Maine
$103K +$108K +3,000 New
MAM
203
Meeder Asset Management
Ohio
$102K
Simplex Trading
204
Simplex Trading
Illinois
$68K -$225K -6,275 -76%
FCA
205
FinTrust Capital Advisors
South Carolina
$68K
QT
206
Quantamental Technologies
New York
$67K -$26.3K -735 -27%
WT
207
Whittier Trust
California
$56K
MC
208
Machina Capital
France
$53K +$54.9K +1,532 New
US Bancorp
209
US Bancorp
Minnesota
$52K -$35.7K -997 -40%
WB
210
Webster Bank
Connecticut
$52K -$19K -530 -26%
AOWM
211
Alpha Omega Wealth Management
Virginia
$43K
CFGS
212
Concourse Financial Group Securities
Alabama
$37K +$5.3K +148 +16%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$36K -$182K -5,085 -83%
GWM
214
Geneos Wealth Management
Colorado
$36K +$1.86K +52 +5%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$31K -$10.5K -292 -24%
MA
216
MUFG Americas
New York
$31K
AF
217
Advisornet Financial
Minnesota
$26K -$421K -11,742 -94%
BBHC
218
Brown Brothers Harriman & Co
New York
$22K
THWM
219
Taylor Hoffman Wealth Management
Virginia
$21K +$22.2K +618 New
CWA
220
Clarus Wealth Advisors
Arizona
$17K +$72 +2 +0.4%
MF
221
Manchester Financial
California
$17K +$17.4K +485 New
BFEC
222
Benjamin F. Edwards & Company
Missouri
$17K +$17.9K +500 New
ONST
223
Old North State Trust
North Carolina
$15K
HI
224
Hudock Inc
Pennsylvania
$14K +$215 +6 +1%
CFB
225
Cullen/Frost Bankers
Texas
$12K -$968 -27 -7%