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271 hedge funds and large institutions have $3.74B invested in Lazard in 2016 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

470% more call options, than puts

Call options by funds: $53.4M | Put options by funds: $9.36M

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

15% more capital invested

Capital invested by funds: $3.25B → $3.74B (+$486M)

9% more funds holding

Funds holding: 248271 (+23)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.91% less ownership

Funds ownership: 71.07%70.16% (-0.91%)

4% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 92

Holders
271
Holders Change
+23
Holders Change %
+9.27%
% of All Funds
6.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
58
Increased
88
Reduced
92
Closed
31
Calls
$53.4M
Puts
$9.36M
Net Calls
+$44M
Net Calls Change
-$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$403M +$5.83M +149,982 +2%
AI
2
Ariel Investments
Illinois
$266M -$2.25M -57,911 -0.9%
WCM Investment Management
3
WCM Investment Management
California
$238M +$9.77M +251,614 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$188M +$6.62M +170,375 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$172M -$33M -849,349 -17%
Goldman Sachs
6
Goldman Sachs
New York
$124M +$84.3M +2,170,034 +253%
Franklin Resources
7
Franklin Resources
California
$107M -$4.59M -118,158 -4%
CWAM
8
Columbia Wanger Asset Management
Illinois
$94.9M -$11.7M -301,738 -12%
SO
9
STRS Ohio
Ohio
$83.7M +$3.22M +83,000 +4%
VFA
10
Virtus Fund Advisers
Connecticut
$71.4M -$28.5M -732,900 -30%
Fisher Asset Management
11
Fisher Asset Management
Washington
$70.5M -$3.93M -101,213 -6%
Public Employees Retirement Association of Colorado
12
Public Employees Retirement Association of Colorado
Colorado
$67.1M -$19.1K -491 -0%
State Street
13
State Street
Massachusetts
$64.6M -$641K -16,495 -1%
ClearBridge Investments
14
ClearBridge Investments
New York
$63.9M +$1.3M +33,465 +2%
AllianceBernstein
15
AllianceBernstein
Tennessee
$63.4M -$2.66M -68,583 -4%
BFA
16
BlackRock Fund Advisors
California
$62.2M +$5.92M +152,321 +11%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$62M -$12.6M -324,977 -18%
EVM
18
Eaton Vance Management
Massachusetts
$61.4M +$19.7M +508,250 +51%
RA
19
Royce & Associates
New York
$60.9M -$8.5M -218,750 -13%
BHG
20
Blue Harbour Group
Connecticut
$57.3M +$54.1M +1,393,358 New
SFM
21
Systematic Financial Management
New Jersey
$50.7M -$18.2M -468,758 -28%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$50.1M -$6.36M -163,846 -12%
PA
23
Pinnacle Associates
New York
$48M -$2.72M -70,104 -6%
Deutsche Bank
24
Deutsche Bank
Germany
$48M +$51.7K +1,331 +0.1%
GTP
25
Global Thematic Partners
New York
$46.4M -$8.54M -219,868 -16%