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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
AA
201
AlphaMark Advisors
Kentucky
$103K +$104K +2,950 New
Acadian Asset Management
202
Acadian Asset Management
Massachusetts
$77K -$169K -4,772 -68%
AIG
203
American International Group
New York
$70K -$798K -22,530 -92%
FCA
204
FinTrust Capital Advisors
South Carolina
$69K
US Bancorp
205
US Bancorp
Minnesota
$64K +$10.6K +300 +20%
MAM
206
Meeder Asset Management
Ohio
$63K -$41K -1,159 -39%
WT
207
Whittier Trust
California
$57K
GWM
208
Geneos Wealth Management
Colorado
$45K +$8.85K +250 +24%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$32K +$212 +6 +0.7%
MA
210
MUFG Americas
New York
$31K
CG
211
Cutler Group
California
$29K +$26.2K +740 +740%
AF
212
Advisornet Financial
Minnesota
$27K +$248 +7 +0.9%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$26K -$10.9K -309 -30%
SPIA
214
Steward Partners Investment Advisory
New York
$24K +$17.7K +500 +266%
BBHC
215
Brown Brothers Harriman & Co
New York
$23K
CFGS
216
Concourse Financial Group Securities
Alabama
$22K -$15.4K -435 -41%
THWM
217
Taylor Hoffman Wealth Management
Virginia
$22K
BFEC
218
Benjamin F. Edwards & Company
Missouri
$18K
ONST
219
Old North State Trust
North Carolina
$15K
HI
220
Hudock Inc
Pennsylvania
$14K +$177 +5 +1%
CFB
221
Cullen/Frost Bankers
Texas
$12K
JWA
222
JFS Wealth Advisors
Pennsylvania
$12K
SFS
223
Sowell Financial Services
Arkansas
$12K +$12.3K +346 New
CIA
224
CSat Investment Advisory
Michigan
$10K +$1.34K +38 +16%
LJHT
225
Laurie J. Hall Trustee
$9K