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Lazard
LAZ

Overview Fund Activity

286 hedge funds and large institutions have $5B invested in Lazard in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+5
Holders Change %
+1.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.17%
New
38
Increased
121
Reduced
95
Closed
29
Calls
$6.21M
Puts
$10.4M
Net Calls
-$4.24M
Net Calls Change
-$3.32M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$235M
2
AIM
2
abrdn Investment Management
United Kingdom
$417M
3
Invesco
3
Invesco
Georgia
$85.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$216M
5
TCIM
5
TIAA CREF Investment Management
New York
$91.1M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$1.38M
2
TFM
2
Trian Fund Management
New York
$252M
3
Deutsche Bank
3
Deutsche Bank
Germany
$94.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$34.8M
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
226
Zacks Investment Management
Illinois
$371K +$371K +7,314 New
HIM
227
Hillsdale Investment Management
Ontario, Canada
$340K – – –
CAL
228
Capital Analysts LLC
Pennsylvania
$332K +$39.9K +786 +14%
Cambridge Investment Research Advisors
229
Cambridge Investment Research Advisors
Iowa
$319K +$78.5K +1,550 +33%
BSA
230
Braun Stacey Associates
New York
$304K +$15.2K +300 +5%
ACM
231
Ativo Capital Management
Illinois
$294K +$294K +5,800 New
ICRM
232
Insight Capital Research & Management
California
$271K -$1.92K -38 -0.7%
1GA
233
1st Global Advisors
Texas
$268K +$268K +5,283 New
GCA
234
Greenwood Capital Associates
South Carolina
$265K +$3.05K +60 +1%
WCM
235
Windsor Capital Management
Arizona
$263K +$263K +5,182 New
GLA
236
Great Lakes Advisors
Illinois
$251K +$251K +4,959 New
HighTower Advisors
237
HighTower Advisors
Illinois
$246K +$246K +4,844 New
Schroder Investment Management Group
238
Schroder Investment Management Group
United Kingdom
$243K +$243K +4,800 New
DADC
239
D.A. Davidson & Co
Montana
$242K -$5.66K -112 -2%
FAAS
240
First Allied Advisory Services
California
$242K +$9.88K +195 +4%
BAAM
241
Baker Avenue Asset Management
California
$233K -$3.45M -68,151 -94%
GI
242
GAMCO Investors
Connecticut
$228K – – –
HNB
243
Huntington National Bank
Ohio
$228K +$228K +4,496 New
CFMC
244
Curbstone Financial Management Corp
New Hampshire
$212K – – –
Rafferty Asset Management
245
Rafferty Asset Management
New York
$211K -$86.9K -1,710 -29%
Truist Financial
246
Truist Financial
North Carolina
$209K -$8.49K -167 -4%
Luther King Capital Management (LKCM)
247
Luther King Capital Management (LKCM)
Texas
$204K -$9.98K -197 -5%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$204K +$204K +4,019 New
VFS
249
VSR Financial Services
Kansas
$203K – – –
HH
250
Hilltop Holdings
Texas
$201K +$201K +3,963 New
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10
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