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260 hedge funds and large institutions have $3.66B invested in Lazard in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $3.63B → $3.66B (+$33.5M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

0% less funds holding

Funds holding: 261260 (-1)

2.19% less ownership

Funds ownership: 73.91%71.72% (-2.2%)

11% less call options, than puts

Call options by funds: $8.66M | Put options by funds: $9.68M

18% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 99

Holders
260
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
34
Increased
81
Reduced
99
Closed
34
Calls
$8.66M
Puts
$9.68M
Net Calls
-$1.02M
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$438M +$28.8M +628,089 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$438M +$42.7M +931,553 +11%
AI
3
Ariel Investments
Illinois
$346M +$32.5M +708,047 +10%
SAM
4
Southeastern Asset Management
Tennessee
$225M +$10M +218,899 +5%
BlackRock
5
BlackRock
New York
$189M +$14.2M +308,605 +8%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$187M -$64.6M -1,408,224 -25%
JP Morgan Chase
7
JP Morgan Chase
New York
$171M -$34.8M -759,632 -17%
EIP
8
Epoch Investment Partners
New York
$101M -$13.6M -295,513 -12%
Charles Schwab
9
Charles Schwab
California
$99.8M +$6.06M +132,149 +6%
RAM
10
RWC Asset Management
United Kingdom
$97M -$37.9M -826,692 -28%
Morgan Stanley
11
Morgan Stanley
New York
$72.5M -$18.2M -397,119 -20%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$69.2M +$2.25M +49,048 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$66.2M +$1.9M +41,411 +3%
State Street
14
State Street
Massachusetts
$65.3M +$11.7M +254,329 +21%
Norges Bank
15
Norges Bank
Norway
$62.6M
Jennison Associates
16
Jennison Associates
New York
$59.2M +$6.95M +151,540 +13%
Fisher Asset Management
17
Fisher Asset Management
Washington
$57.8M -$5.23M -114,048 -8%
RA
18
Royce & Associates
New York
$50.3M -$11.6M -252,832 -19%
LSV Asset Management
19
LSV Asset Management
Illinois
$39.6M +$40.2M +875,900 New
N
20
Nuveen
North Carolina
$33M -$828K -18,064 -2%
Invesco
21
Invesco
Georgia
$31.9M -$1.32M -28,866 -4%
UBS Group
22
UBS Group
Switzerland
$26.4M -$21.7M -472,566 -45%
HP
23
Hosking Partners
United Kingdom
$25.4M -$345K -7,528 -1%
CVA
24
Ceredex Value Advisors
Florida
$24.5M +$24.8M +540,900 New
First Trust Advisors
25
First Trust Advisors
Illinois
$23.2M +$14.3M +312,322 +156%