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253 hedge funds and large institutions have $2.93B invested in Lazard in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 70 increasing their positions, 101 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more call options, than puts

Call options by funds: $10M | Put options by funds: $9.71M

1.36% less ownership

Funds ownership: 66.92%65.57% (-1.4%)

5% less funds holding

Funds holding: 266253 (-13)

7% less capital invested

Capital invested by funds: $3.14B → $2.93B (-$215M)

17% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 46

31% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 101

Holders
253
Holders Change
-13
Holders Change %
-4.89%
% of All Funds
5.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
70
Reduced
101
Closed
46
Calls
$10M
Puts
$9.71M
Net Calls
+$319K
Net Calls Change
-$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$388M -$15.5M -433,076 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$353M +$188M +5,249,662 +105%
SAM
3
Southeastern Asset Management
Tennessee
$248M +$52M +1,449,434 +25%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$228M +$25M +698,677 +12%
AI
5
Ariel Investments
Illinois
$197M +$11.6M +322,284 +6%
BlackRock
6
BlackRock
New York
$159M -$4M -111,473 -2%
LSV Asset Management
7
LSV Asset Management
Illinois
$121M -$4.91M -137,100 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$107M +$40.4M +1,125,817 +56%
RAM
9
RWC Asset Management
United Kingdom
$67.7M +$18.7M +522,202 +36%
Fisher Asset Management
10
Fisher Asset Management
Washington
$58.1M -$716K -19,981 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$57.3M +$10.3M +288,201 +21%
Norges Bank
12
Norges Bank
Norway
$52.8M
Invesco
13
Invesco
Georgia
$45.9M +$6.75M +188,236 +16%
State Street
14
State Street
Massachusetts
$45.4M -$2.2M -61,489 -4%
SO
15
STRS Ohio
Ohio
$42.6M +$1M +28,000 +2%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$40.1M +$41.8M +1,166,160 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$39.4M +$2.94M +82,133 +8%
Charles Schwab
18
Charles Schwab
California
$38.2M -$1.89M -52,809 -5%
RA
19
Royce & Associates
New York
$35.1M -$3.79M -105,732 -9%
RRAM
20
River Road Asset Management
Kentucky
$31.9M -$2.39M -66,546 -7%
HP
21
Hosking Partners
United Kingdom
$31.3M -$231K -6,450 -0.7%
Two Sigma Investments
22
Two Sigma Investments
New York
$28M -$4.01M -111,772 -12%
Jennison Associates
23
Jennison Associates
New York
$26.7M -$1.89M -52,863 -6%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$23.5M +$1.72M +48,000 +8%
Northern Trust
25
Northern Trust
Illinois
$19M +$143K +3,998 +0.7%