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Lazard
LAZ

Overview Fund Activity

243 hedge funds and large institutions have $4.85B invested in Lazard in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+26
Holders Change %
+11.98%
% of All Funds
7.02%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
46
Increased
94
Reduced
69
Closed
18
Calls
$7.89M
Puts
$10.6M
Net Calls
-$2.66M
Net Calls Change
-$5.27M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
$318M
2
State Street
State Street
Massachusetts
$106M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$138M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$143M
5
LPLP
Lansdowne Partners Limited Partnership
United Kingdom
$24.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$23.7M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$54.4M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
$0
4
GTP
Global Thematic Partners
New York
$39.7M
5
AI
Ariel Investments
Illinois
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$27K +$3.62K +78 +15%
AC
227
Alexandria Capital
Virginia
$24K – – –
FWM
228
Focused Wealth Management
New York
$24K +$47 +1 +0.2%
First Manhattan
229
First Manhattan
New York
$23K – – –
CHC
230
City Holding Co
West Virginia
$18K – – –
BOK
231
Bank of Kentucky
Kentucky
$15K -$4.62K -100 -24%
KTC
232
Kistler-Tiffany Companies
Pennsylvania
$14K +$14K +300 New
MFS
233
MSI Financial Services
Massachusetts
$12K – – –
CTC
234
Central Trust Company
Missouri
$9K -$28K – –
WA
235
Waverly Advisors
Alabama
$9K – – –
Creative Planning
236
Creative Planning
Kansas
$8K -$6.01K -127 -43%
WRM
237
Westport Resources Management
Connecticut
$8K – – –
WA
238
WFG Advisors
Texas
$5K – – –
JFGIW
239
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K -$632 -12 -14%
WT
240
Whittier Trust
California
$4K – – –
MAA
241
Managed Account Advisors
New Jersey
$4K +$4K +80 New
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +40 New
ST
243
SpiderRock Trading
Illinois
$1K – – –
HMS
244
Hanseatic Management Services
New Mexico
$311 +$311 +15 New
Manulife (Manufacturers Life Insurance)
245
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$169 +$2 +52 +1%
MAMU
246
Marathon Asset Management (UK)
United Kingdom
– -$37.5M -826,896 Closed
PIM
247
Perkins Investment Management
Illinois
– -$20.1M -443,362 Closed
PFMOSF
248
Philadelphia Financial Management of San Francisco
California
– -$8.65M -190,883 Closed
Calamos Advisors
249
Calamos Advisors
Illinois
– -$6.14M -135,570 Closed
Arrowstreet Capital
250
Arrowstreet Capital
Massachusetts
– -$1.97M -43,497 Closed
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