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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$6K
HCA
202
Horan Capital Advisors
Ohio
$5K +$4.62K +150 New
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.5K +$4.19K +136 New
CTC
204
Central Trust Company
Missouri
$4K
CG
205
Cutler Group
California
$3K -$41.1K -1,335 -93%
ADL
206
Asset Dedication LLC
California
$3K
PFS
207
Prospera Financial Services
Texas
$3K +$2.62K +85 New
SPIA
208
Steward Partners Investment Advisory
New York
$2K -$2.28K -74 -59%
EARNEST Partners
209
EARNEST Partners
Georgia
$2K
IA
210
IFP Advisors
Florida
$2K
GI
211
Gradient Investments
Minnesota
$1K
FCA
212
FinTrust Capital Advisors
South Carolina
$69
LSV Asset Management
213
LSV Asset Management
Illinois
-$68.4M -2,387,614 Closed
BHG
214
Blue Harbour Group
Connecticut
-$6.79M -237,238 Closed
HCM
215
Hudson Capital Management
New Jersey
-$1.55M -54,011 Closed
HA
216
H2O AM
United Kingdom
-$1.25M -43,683 Closed
Macquarie Group
217
Macquarie Group
Australia
-$1.09M -38,000 Closed
SG Americas Securities
218
SG Americas Securities
New York
-$1.05M -36,840 Closed
BC
219
Brookfield Corp
Ontario, Canada
-$843K -29,439 Closed
Marshall Wace
220
Marshall Wace
United Kingdom
-$829K -28,965 Closed
URS
221
Utah Retirement Systems
Utah
-$547K -19,131 Closed
MCG
222
Meru Capital Group
New York
-$515K -18,000 Closed
AIC
223
Archer Investment Corporation
Indiana
-$272K -9,500 Closed
IAIM
224
International Assets Investment Management
Florida
-$258K -9,000 Closed
Wolverine Trading
225
Wolverine Trading
Illinois
-$235K -7,644 Closed