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283 hedge funds and large institutions have $4.4B invested in Lazard in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

5% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 37

0% less capital invested

Capital invested by funds: $4.41B → $4.4B (-$9.79M)

0% less funds holding

Funds holding: 284283 (-1)

0.73% less ownership

Funds ownership: 73.86%73.13% (-0.73%)

7% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $19.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
283
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
39
Increased
106
Reduced
96
Closed
37
Calls
$17.7M
Puts
$19.2M
Net Calls
-$1.43M
Net Calls Change
-$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$508M +$33.7M +750,941 +7%
BlackRock
2
BlackRock
New York
$340M -$12.1M -270,847 -4%
AI
3
Ariel Investments
Illinois
$256M -$22.5M -501,387 -8%
JP Morgan Chase
4
JP Morgan Chase
New York
$166M -$25M -558,599 -14%
LSV Asset Management
5
LSV Asset Management
Illinois
$159M +$130M +2,909,090 +560%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$152M -$17.9M -398,170 -11%
Goldman Sachs
7
Goldman Sachs
New York
$141M -$13.7M -305,553 -9%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$102M +$2.56M +57,181 +3%
PG
9
Pendal Group
Australia
$94.8M +$91.8M +2,046,864 New
Barclays
10
Barclays
United Kingdom
$88.3M +$57M +1,270,937 +200%
State Street
11
State Street
Massachusetts
$78.5M -$892K -19,899 -1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$76.3M +$19.2M +429,046 +35%
Public Employees Retirement Association of Colorado
13
Public Employees Retirement Association of Colorado
Colorado
$75.6M -$64.3K -1,434 -0.1%
Fisher Asset Management
14
Fisher Asset Management
Washington
$72.2M -$2.33M -51,882 -3%
AL
15
AJO LP
Pennsylvania
$69.7M +$11.4M +254,118 +20%
AllianceBernstein
16
AllianceBernstein
Tennessee
$68.5M +$2.41M +53,816 +4%
Franklin Resources
17
Franklin Resources
California
$67.2M -$15.4M -343,006 -19%
BHG
18
Blue Harbour Group
Connecticut
$67.1M -$12.2M -271,226 -16%
SO
19
STRS Ohio
Ohio
$66.5M
ClearBridge Investments
20
ClearBridge Investments
New York
$64.9M -$8.17M -182,124 -12%
RA
21
Royce & Associates
New York
$60.7M -$4.99M -111,200 -8%
Norges Bank
22
Norges Bank
Norway
$53.5M +$6.92M +154,272 +15%
Deutsche Bank
23
Deutsche Bank
Germany
$52.7M -$2.43M -54,127 -5%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$51.6M +$21.6M +480,636 +76%
PA
25
Pinnacle Associates
New York
$49.2M -$2.65M -58,989 -5%