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Lazard
LAZ

Overview Fund Activity

281 hedge funds and large institutions have $5.13B invested in Lazard in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+38
Holders Change %
+15.64%
% of All Funds
8.08%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
58
Increased
102
Reduced
92
Closed
18
Calls
$8.08M
Puts
$9M
Net Calls
-$920K
Net Calls Change
+$1.74M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$183M
2
Vanguard Group
Vanguard Group
Pennsylvania
$408M
3
Marshall Wace
Marshall Wace
United Kingdom
$75.5M
4
AI
Axiom Investors
Connecticut
$59.2M
5
Deutsche Bank
Deutsche Bank
Germany
$152M

Top Sellers

1
N
Natixis
France
$0
2
HL
Harding Loevner
New Jersey
$0
3
SB
Suntrust Banks
Georgia
$4.05M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$16M
5
AI
Ariel Investments
Illinois
$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$298K +$73.4K +1,423 +33%
BSA
227
Braun Stacey Associates
New York
$294K +$294K +5,700 New
USAA
228
United Services Automobile Association
Texas
$284K – – –
ICRM
229
Insight Capital Research & Management
California
$278K -$28.2K -547 -9%
GCA
230
Greenwood Capital Associates
South Carolina
$266K – – –
DADC
231
D.A. Davidson & Co
Montana
$252K -$14.9K -290 -6%
Barclays
232
Barclays
United Kingdom
$250K -$2.13M -41,628 -90%
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$245K -$7.69K -149 -3%
FAAS
234
First Allied Advisory Services
California
$237K -$10.9K -211 -4%
GI
235
GAMCO Investors
Connecticut
$232K – – –
ECM
236
ETrade Capital Management
Virginia
$228K +$258 +5 +0.1%
BNP Paribas Asset Management
237
BNP Paribas Asset Management
France
$223K +$223K +4,316 New
Truist Financial
238
Truist Financial
North Carolina
$220K +$51 +1 +0%
Luther King Capital Management (LKCM)
239
Luther King Capital Management (LKCM)
Texas
$218K -$42.3K -820 -16%
CFMC
240
Curbstone Financial Management Corp
New Hampshire
$215K +$215K +4,175 New
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$209K -$10.4K -202 -5%
DI
242
Dalton Investments
Nevada
$206K +$206K +4,000 New
VFS
243
VSR Financial Services
Kansas
$206K +$206K +4,000 New
CMBA
244
C.M. Bidwell & Associates
Hawaii
$205K -$2.32K -45 -1%
TI
245
Turner Investments
Pennsylvania
$202K +$202K +3,909 New
Lazard Asset Management
246
Lazard Asset Management
New York
$201K – – –
Manulife (Manufacturers Life Insurance)
247
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$181K -$3.7K -72 -2%
SG Americas Securities
248
SG Americas Securities
New York
$176K +$176K +3,415 New
BRWA
249
B. Riley Wealth Advisors
Florida
$175K +$175K +3,399 New
BG
250
BlackRock Group
United Kingdom
$159K +$159K +3,082 New
8 9
10
11 12