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245 hedge funds and large institutions have $3.34B invested in Lazard in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $8.94M | Put options by funds: $3.84M

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $2.97B → $3.34B (+$368M)

2% more funds holding

Funds holding: 241245 (+4)

0.1% more ownership

Funds ownership: 79.44%79.54% (+0.1%)

31% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 97

Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
4.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
41
Increased
67
Reduced
97
Closed
29
Calls
$8.94M
Puts
$3.84M
Net Calls
+$5.09M
Net Calls Change
+$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$437M +$11.6M +307,999 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$390M -$51.8M -1,370,240 -12%
SAM
3
Southeastern Asset Management
Tennessee
$319M +$29.3M +774,398 +11%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$301M +$12.2M +321,806 +4%
AI
5
Ariel Investments
Illinois
$218M -$16.5M -437,168 -7%
BlackRock
6
BlackRock
New York
$185M +$1.98M +52,332 +1%
LSV Asset Management
7
LSV Asset Management
Illinois
$131M -$5.67M -150,001 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$123M -$4.11M -108,905 -3%
RAM
9
RWC Asset Management
United Kingdom
$85.6M +$587K +15,538 +0.7%
Norges Bank
10
Norges Bank
Norway
$59.1M
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$54.2M +$4.77M +126,229 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$51.3M -$15.2M -401,777 -24%
State Street
13
State Street
Massachusetts
$51.3M -$1.26M -33,312 -3%
Fisher Asset Management
14
Fisher Asset Management
Washington
$50.2M -$16.2M -427,858 -25%
RA
15
Royce & Associates
New York
$43.6M -$4.53M -120,033 -10%
Charles Schwab
16
Charles Schwab
California
$39.3M -$4.39M -116,253 -11%
RRAM
17
River Road Asset Management
Kentucky
$34.7M -$864K -22,874 -3%
HP
18
Hosking Partners
United Kingdom
$33.4M -$1.2M -31,673 -4%
SO
19
STRS Ohio
Ohio
$31.9M
Invesco
20
Invesco
Georgia
$29.7M -$4.57M -121,104 -14%
Morgan Stanley
21
Morgan Stanley
New York
$27.6M +$20.6M +544,332 +370%
Jennison Associates
22
Jennison Associates
New York
$24.9M -$3.95M -104,466 -14%
TIM
23
Thornburg Investment Management
New Mexico
$24.7M +$7.15M +189,400 +44%
Citigroup
24
Citigroup
New York
$24.3M +$291K +7,711 +1%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$21.1M -$2.28M -60,300 -10%