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289 hedge funds and large institutions have $4.37B invested in Lazard in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $11.9M

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 283289 (+6)

1.33% more ownership

Funds ownership: 73.13%74.46% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 104

1% less capital invested

Capital invested by funds: $4.4B → $4.37B (-$30.3M)

Holders
289
Holders Change
+6
Holders Change %
+2.12%
% of All Funds
7.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
38
Increased
105
Reduced
104
Closed
29
Calls
$24.8M
Puts
$11.9M
Net Calls
+$13M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$484M -$11.9M -268,268 -2%
BlackRock
2
BlackRock
New York
$335M +$3.16M +71,327 +1%
AI
3
Ariel Investments
Illinois
$248M -$2.03M -45,847 -0.8%
LSV Asset Management
4
LSV Asset Management
Illinois
$170M +$14.2M +320,383 +9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$160M +$11.3M +254,401 +8%
JP Morgan Chase
6
JP Morgan Chase
New York
$151M -$9.46M -213,324 -6%
Goldman Sachs
7
Goldman Sachs
New York
$141M +$3.8M +85,659 +3%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$138M +$37.3M +841,871 +38%
PG
9
Pendal Group
Australia
$92.6M
Barclays
10
Barclays
United Kingdom
$87.9M +$1.66M +37,474 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$80M +$5.37M +121,134 +7%
AL
12
AJO LP
Pennsylvania
$78.2M +$10M +225,518 +15%
State Street
13
State Street
Massachusetts
$74.5M -$2.07M -46,692 -3%
Public Employees Retirement Association of Colorado
14
Public Employees Retirement Association of Colorado
Colorado
$73.8M +$44 +1 +0%
AllianceBernstein
15
AllianceBernstein
Tennessee
$69.7M +$2.87M +64,686 +4%
Fisher Asset Management
16
Fisher Asset Management
Washington
$69.7M -$784K -17,680 -1%
SO
17
STRS Ohio
Ohio
$67.2M +$2.22M +50,000 +3%
ClearBridge Investments
18
ClearBridge Investments
New York
$63.8M +$419K +9,459 +0.7%
CWAM
19
Columbia Wanger Asset Management
Illinois
$56.3M +$12.2M +276,085 +28%
RA
20
Royce & Associates
New York
$55.8M -$3.4M -76,683 -6%
Deutsche Bank
21
Deutsche Bank
Germany
$55.4M +$3.81M +85,901 +8%
Norges Bank
22
Norges Bank
Norway
$55M +$2.76M +62,209 +5%
Franklin Resources
23
Franklin Resources
California
$54.2M -$11.2M -253,225 -17%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$50.9M +$4.26M +96,149 +9%
Bank of America
25
Bank of America
North Carolina
$49.6M +$44.8M +1,009,853 +1,173%