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Lazard
LAZ

Overview Fund Activity

290 hedge funds and large institutions have $5.79B invested in Lazard in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+4
Holders Change %
+1.4%
% of All Funds
7.82%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
38
Increased
115
Reduced
103
Closed
32
Calls
$43.9M
Puts
$12.3M
Net Calls
+$31.6M
Net Calls Change
+$30.9M

Top Buyers

1
HL
Harding Loevner
New Jersey
$177M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$107M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236M
4
WCM Investment Management
WCM Investment Management
California
$250M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$51.5M

Top Sellers

1
AIM
Artemis Investment Management
United Kingdom
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$226M
3
Deutsche Bank
Deutsche Bank
Germany
$66.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.15M
5
GTP
Global Thematic Partners
New York
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
226
Aperio Group
California
$462K – – –
Jones Financial Companies
227
Jones Financial Companies
Missouri
$454K -$15K -266 -3%
HCM
228
Herndon Capital Management
Georgia
$450K -$255K -4,525 -36%
SG Americas Securities
229
SG Americas Securities
New York
$442K -$7.59M -135,071 -94%
LTFS
230
Ladenburg Thalmann Financial Services
Florida
$434K +$13.2K +235 +3%
WSCM
231
Wellington Shields Capital Management
New York
$427K – – –
HCM
232
Hodges Capital Management
Texas
$418K +$418K +7,430 New
ACM
233
Ativo Capital Management
Illinois
$413K +$94.3K +1,759 +30%
HIM
234
Hillsdale Investment Management
Ontario, Canada
$399K – – –
ST
235
Spot Trading
Illinois
$387K +$387K +6,884 New
WA
236
Winfield Associates
Ohio
$373K +$345K +6,125 +1,225%
FA
237
FDx Advisors
Illinois
$371K +$371K +6,757 New
OAC
238
OMERS Administration Corp
Ontario, Canada
$366K -$107K -1,900 -23%
FAAS
239
First Allied Advisory Services
California
$362K -$7.68K -136 -2%
HCS
240
Harvest Capital Strategies
California
$358K -$9.15M -162,500 -96%
Brown Advisory
241
Brown Advisory
Maryland
$357K -$218K -3,891 -38%
New York State Teachers Retirement System (NYSTRS)
242
New York State Teachers Retirement System (NYSTRS)
New York
$354K +$354K +6,300 New
CG
243
Clinton Group
New York
$344K -$607K -10,773 -64%
Group One Trading
244
Group One Trading
Illinois
$341K +$341K +6,061 New
Commonwealth Equity Services
245
Commonwealth Equity Services
Massachusetts
$331K -$10.3K -183 -3%
Rafferty Asset Management
246
Rafferty Asset Management
New York
$318K -$68.5K -1,219 -18%
CG
247
Colony Group
Massachusetts
$272K +$242K +4,298 +797%
PG
248
PEAK6 Group
Illinois
$272K +$272K +4,829 New
HCA
249
Harbour Capital Advisors
Virginia
$269K -$780K -13,892 -74%
WB
250
WesBanco Bank
West Virginia
$259K – – –
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