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Lazard
LAZ

Overview Fund Activity

286 hedge funds and large institutions have $5.37B invested in Lazard in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-18
Holders Change %
-5.92%
% of All Funds
7.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
36
Increased
126
Reduced
94
Closed
51
Calls
$8.4M
Puts
$7.69M
Net Calls
+$704K
Net Calls Change
+$3.53M

Top Buyers

1
AII
AGF Investments Inc
Ontario, Canada
+$105M
2
AI
Ariel Investments
Illinois
+$47.7M
3
CGM
Capital Growth Management
Massachusetts
+$43.7M
4
AIM
Artemis Investment Management
United Kingdom
+$36.1M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$33.2M

Top Sellers

1
TFM
Trian Fund Management
New York
-$249M
2
Morgan Stanley
Morgan Stanley
New York
-$42.3M
3
AI
Axiom Investors
Connecticut
-$24.9M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$21.9M
5
CIC
Chilton Investment Company
Connecticut
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
226
Axa
France
$478K +$104K +1,986 +28%
CAW
227
Cornerstone Advisors (Washington)
Washington
$467K – – –
B
228
Barings
North Carolina
$463K – – –
OAC
229
OMERS Administration Corp
Ontario, Canada
$442K +$442K +8,400 New
Jones Financial Companies
230
Jones Financial Companies
Missouri
$439K -$62.7K -1,191 -12%
CFMC
231
Curbstone Financial Management Corp
New Hampshire
$439K +$200K +3,800 +84%
USAA
232
United Services Automobile Association
Texas
$437K – – –
GMIM
233
General Motors Investment Management
New York
$436K -$586K -11,146 -57%
AG
234
Aperio Group
California
$432K -$3.32K -63 -0.8%
PCM
235
Piermont Capital Management
Missouri
$407K +$407K +7,730 New
WSCM
236
Wellington Shields Capital Management
New York
$400K +$400K +7,600 New
LTFS
237
Ladenburg Thalmann Financial Services
Florida
$394K +$48.3K +917 +14%
BSA
238
Braun Stacey Associates
New York
$384K +$68.4K +1,300 +22%
HIM
239
Hillsdale Investment Management
Ontario, Canada
$373K +$20.5K +390 +6%
Rafferty Asset Management
240
Rafferty Asset Management
New York
$362K +$362K +6,874 New
FAAS
241
First Allied Advisory Services
California
$345K +$46.2K +877 +15%
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$319K -$103K -1,958 -24%
ACM
243
Ativo Capital Management
Illinois
$313K +$7.48K +142 +2%
WCM
244
Windsor Capital Management
Arizona
$258K -$42.9K -815 -14%
Cambridge Investment Research Advisors
245
Cambridge Investment Research Advisors
Iowa
$250K +$28.2K +537 +13%
Parallax Volatility Advisers
246
Parallax Volatility Advisers
California
$243K +$122K +2,326 +101%
WB
247
WesBanco Bank
West Virginia
$242K -$5.26K -100 -2%
GI
248
GAMCO Investors
Connecticut
$237K – – –
Neuberger Berman Group
249
Neuberger Berman Group
New York
$228K +$5.79K +110 +3%
VFS
250
VSR Financial Services
Kansas
$221K +$10.5K +200 +5%
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