We are live on ! Find out more

241 hedge funds and large institutions have $2.97B invested in Lazard in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

13.87% more ownership

Funds ownership: 65.57%79.44% (+14%)

2% more capital invested

Capital invested by funds: $2.93B → $2.97B (+$44.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $12.4M

5% less funds holding

Funds holding: 253241 (-12)

25% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 40

36% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 101

Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
65
Reduced
101
Closed
40
Calls
$11.3M
Puts
$12.4M
Net Calls
-$1.08M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$389M -$5.8M -163,945 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$372M +$13M +367,183 +4%
SAM
3
Southeastern Asset Management
Tennessee
$253M +$53.7K +1,516 +0%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$252M +$20.2M +570,199 +9%
AI
5
Ariel Investments
Illinois
$206M +$5.39M +152,237 +3%
BlackRock
6
BlackRock
New York
$160M -$1.76M -49,570 -1%
LSV Asset Management
7
LSV Asset Management
Illinois
$120M -$2.58M -72,823 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$111M +$1.76M +49,588 +2%
RAM
9
RWC Asset Management
United Kingdom
$74.5M +$5.66M +159,977 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$59M +$695K +19,629 +1%
Fisher Asset Management
11
Fisher Asset Management
Washington
$59M -$155K -4,375 -0.3%
Norges Bank
12
Norges Bank
Norway
$51.8M -$2M -56,391 -4%
State Street
13
State Street
Massachusetts
$46.1M -$150K -4,223 -0.3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$43M +$2.9M +81,935 +7%
RA
15
Royce & Associates
New York
$42.4M +$6.69M +188,892 +18%
Charles Schwab
16
Charles Schwab
California
$38.5M -$330K -9,332 -0.8%
RRAM
17
River Road Asset Management
Kentucky
$31.2M -$1.28M -36,150 -4%
HP
18
Hosking Partners
United Kingdom
$30.3M -$1.51M -42,542 -5%
Invesco
19
Invesco
Georgia
$30.2M -$16.7M -471,158 -35%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$29.1M -$11.9M -334,940 -29%
SO
21
STRS Ohio
Ohio
$27.9M -$15.6M -441,000 -36%
Jennison Associates
22
Jennison Associates
New York
$25.5M -$1.69M -47,791 -6%
Citigroup
23
Citigroup
New York
$21M +$19.3M +544,335 +980%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$20.6M -$3.36M -94,900 -14%
Two Sigma Investments
25
Two Sigma Investments
New York
$20.2M -$8.32M -235,092 -29%