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261 hedge funds and large institutions have $3.63B invested in Lazard in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

9% more funds holding

Funds holding: 239261 (+22)

1.03% more ownership

Funds ownership: 72.88%73.91% (+1%)

4% more capital invested

Capital invested by funds: $3.48B → $3.63B (+$150M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 87

10% less call options, than puts

Call options by funds: $9.02M | Put options by funds: $10M

Holders
261
Holders Change
+22
Holders Change %
+9.21%
% of All Funds
4.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
53
Increased
84
Reduced
87
Closed
30
Calls
$9.02M
Puts
$10M
Net Calls
-$986K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$394M +$7.92M +186,220 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$380M +$17M +400,265 +5%
AI
3
Ariel Investments
Illinois
$302M +$59.9M +1,407,583 +25%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$241M -$81.6M -1,918,286 -26%
SAM
5
Southeastern Asset Management
Tennessee
$207M -$7.51M -176,535 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$197M +$18.4M +432,736 +11%
BlackRock
7
BlackRock
New York
$169M +$25.6M +602,925 +18%
RAM
8
RWC Asset Management
United Kingdom
$129M +$4.14M +97,314 +3%
EIP
9
Epoch Investment Partners
New York
$110M +$5.03M +118,148 +5%
Charles Schwab
10
Charles Schwab
California
$90.2M +$1.61M +37,839 +2%
Morgan Stanley
11
Morgan Stanley
New York
$87M -$2.18M -51,185 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$64.4M -$4.63M -108,919 -7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$61.8M -$342K -8,037 -0.6%
Fisher Asset Management
14
Fisher Asset Management
Washington
$60.5M -$3.54M -83,163 -6%
Norges Bank
15
Norges Bank
Norway
$60.2M
RA
16
Royce & Associates
New York
$59.4M +$111K +2,605 +0.2%
State Street
17
State Street
Massachusetts
$51.8M +$2.26M +53,187 +5%
Jennison Associates
18
Jennison Associates
New York
$50.3M +$8.7M +204,540 +21%
UBS Group
19
UBS Group
Switzerland
$46M +$4.69M +110,181 +12%
MWA
20
Marshall Wace Asia
Hong Kong
$42.6M +$10.6M +248,461 +34%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$40M +$20.1M +473,669 +106%
Renaissance Technologies
22
Renaissance Technologies
New York
$35.8M +$27.6M +647,733 +368%
N
23
Nuveen
North Carolina
$32.5M -$2.67M -62,888 -8%
Invesco
24
Invesco
Georgia
$32M +$3.52M +82,691 +13%
Deutsche Bank
25
Deutsche Bank
Germany
$27.5M +$23.4M +549,707 +661%