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213 hedge funds and large institutions have $2.63B invested in Lazard in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $8.89M | Put options by funds: $6.11M

14% more capital invested

Capital invested by funds: $2.31B → $2.63B (+$327M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0% more funds holding

Funds holding: 213213 (0)

0.72% less ownership

Funds ownership: 71.41%70.69% (-0.72%)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
213
Holders Change
Holders Change %
0%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
32
Increased
63
Reduced
78
Closed
31
Calls
$8.89M
Puts
$6.11M
Net Calls
+$2.78M
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$316M +$4.49M +145,885 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$289M -$33.3M -1,081,354 -11%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$274M -$5.64M -182,965 -2%
SAM
4
Southeastern Asset Management
Tennessee
$233M +$612K +19,855 +0.3%
AI
5
Ariel Investments
Illinois
$182M +$3.24M +105,145 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$117M -$9.06M -294,158 -8%
BlackRock
7
BlackRock
New York
$106M -$3.44M -111,537 -3%
RAM
8
RWC Asset Management
United Kingdom
$96.7M +$10.6M +345,218 +13%
EIP
9
Epoch Investment Partners
New York
$73.3M -$2.58M -83,704 -4%
Charles Schwab
10
Charles Schwab
California
$60.7M +$13.9M +450,264 +32%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$51.5M +$4.33M +140,429 +10%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$47.1M -$1.97M -63,829 -4%
Fisher Asset Management
13
Fisher Asset Management
Washington
$46M -$2.63M -85,259 -6%
Norges Bank
14
Norges Bank
Norway
$45.7M
RA
15
Royce & Associates
New York
$43M -$431K -14,000 -1%
Citigroup
16
Citigroup
New York
$38.1M +$6.4M +207,625 +22%
State Street
17
State Street
Massachusetts
$36M -$1.19M -38,536 -3%
Barclays
18
Barclays
United Kingdom
$34.1M +$28.2M +916,405 +804%
Morgan Stanley
19
Morgan Stanley
New York
$32.3M +$17.1M +555,737 +132%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$27.7M +$8.84M +287,023 +52%
Jennison Associates
21
Jennison Associates
New York
$26.9M +$8.55M +277,701 +52%
Invesco
22
Invesco
Georgia
$22.8M -$4.61M -149,690 -18%
HP
23
Hosking Partners
United Kingdom
$22.2M -$714K -23,167 -3%
TAM
24
Todd Asset Management
Kentucky
$17.2M +$2.76M +89,727 +21%
Northern Trust
25
Northern Trust
Illinois
$17.1M +$732K +23,771 +5%