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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
MSAM
201
Moloney Securities Asset Management
Missouri
$205K +$200K +4,711 New
Skandinaviska Enskilda Banken (SEB)
202
Skandinaviska Enskilda Banken (SEB)
Sweden
$204K
RA
203
Rational Advisors
New York
$162K +$158K +3,720 New
GC
204
Globeflex Capital
California
$140K +$137K +3,217 New
EVM
205
Eaton Vance Management
Massachusetts
$130K +$127K +2,997 New
AA
206
AlphaMark Advisors
Kentucky
$128K
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$92K +$77.4K +1,820 +605%
FCA
208
FinTrust Capital Advisors
South Carolina
$91K
MLICM
209
Metropolitan Life Insurance Company (MetLife)
New York
$88.8K +$3.36K +79 +4%
NICM
210
Neo Ivy Capital Management
New York
$78K +$76.4K +1,797 New
GWM
211
Geneos Wealth Management
Colorado
$61K -$4.25K -100 -7%
APA
212
American Portfolios Advisors
New York
$54.1K +$14.2K +334 +37%
MF
213
Manchester Financial
California
$52K
Walleye Trading
214
Walleye Trading
New York
$50K +$49.1K +1,154 New
HFM
215
Harvest Fund Management
China
$45K +$44.8K +1,054 New
VFA
216
Valeo Financial Advisors
Indiana
$44K +$43K +1,011 New
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$34K -$8.51K -200 -20%
CG
218
Cutler Group
California
$31K +$31K +730 New
US Bancorp
219
US Bancorp
Minnesota
$30K -$4.25K -100 -13%
Simplex Trading
220
Simplex Trading
Illinois
$30K +$29.5K +694 New
WT
221
Whittier Trust
California
$28K -$7.44K -175 -21%
HI
222
Harbour Investments
Wisconsin
$28K +$27.2K +640 New
SPIA
223
Steward Partners Investment Advisory
New York
$27.2K +$22.4K +527 +532%
OC
224
Oakworth Capital
Alabama
$22K +$21.3K +500 New
GWSG
225
GPS Wealth Strategies Group
Colorado
$21K +$21.3K +500 New