We are live on ! Find out more

270 hedge funds and large institutions have $3.85B invested in Lazard in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $6.63M

6% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 102

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.27% less ownership

Funds ownership: 79.25%76.98% (-2.3%)

3% less funds holding

Funds holding: 278270 (-8)

17% less capital invested

Capital invested by funds: $4.62B → $3.85B (-$770M)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

Holders
270
Holders Change
-8
Holders Change %
-2.88%
% of All Funds
7.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
108
Reduced
102
Closed
40
Calls
$50.4M
Puts
$6.63M
Net Calls
+$43.8M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$412M +$23.6M +658,861 +7%
AI
2
Ariel Investments
Illinois
$251M +$33.8M +941,810 +17%
AIM
3
abrdn Investment Management
United Kingdom
$229M -$38.4M -1,069,425 -15%
WCM Investment Management
4
WCM Investment Management
California
$191M +$12.4M +344,263 +8%
JP Morgan Chase
5
JP Morgan Chase
New York
$169M +$21.5M +598,548 +16%
VFA
6
Virtus Fund Advisers
Connecticut
$117M +$17.8M +494,600 +20%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$116M +$83.3M +2,322,143 +352%
Franklin Resources
8
Franklin Resources
California
$108M +$12M +334,735 +14%
CIP
9
Chartwell Investment Partners
Pennsylvania
$70.7M +$11.5M +319,461 +21%
Fisher Asset Management
10
Fisher Asset Management
Washington
$69.7M +$10.4M +290,017 +19%
AllianceBernstein
11
AllianceBernstein
Tennessee
$68.4M +$548K +15,260 +0.9%
AAMU
12
Amundi Asset Management US
Massachusetts
$65.9M +$895K +24,923 +1%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$65.4M +$29.3M +815,249 +94%
State Street
14
State Street
Massachusetts
$63M +$1.77M +49,394 +3%
Morgan Stanley
15
Morgan Stanley
New York
$61.5M -$14.5M -403,803 -20%
Public Employees Retirement Association of Colorado
16
Public Employees Retirement Association of Colorado
Colorado
$60.6M +$11.2M +311,034 +25%
SO
17
STRS Ohio
Ohio
$60.1M +$1.72M +48,000 +3%
SFM
18
Systematic Financial Management
New Jersey
$58.8M -$232K -6,474 -0.4%
RA
19
Royce & Associates
New York
$58.6M +$30.4M +846,046 +127%
TCIM
20
TIAA CREF Investment Management
New York
$55.6M +$902K +25,123 +2%
GTP
21
Global Thematic Partners
New York
$53.1M +$4.15M +115,508 +9%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$49.2M -$36.2M -1,009,050 -44%
BFA
23
BlackRock Fund Advisors
California
$48M -$6.65M -185,195 -13%
ClearBridge Investments
24
ClearBridge Investments
New York
$47.1M +$13.3M +369,882 +44%
Deutsche Bank
25
Deutsche Bank
Germany
$46.8M -$9M -250,817 -17%