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Lazard
LAZ

Overview Fund Activity

245 hedge funds and large institutions have $3.34B invested in Lazard in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 97 reducing their positions, and 29 closing their positions.

Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
4.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
41
Increased
67
Reduced
97
Closed
29
Calls
$8.94M
Puts
$3.84M
Net Calls
+$5.09M
Net Calls Change
+$6.18M

Top Buyers

1
SAM
1
Southeastern Asset Management
Tennessee
$319M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.6M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$301M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$437M
5
CS
5
Credit Suisse
Switzerland
$18.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$390M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$15.6M
3
AI
3
Ariel Investments
Illinois
$218M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$50.2M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$51.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CFB
226
Cullen/Frost Bankers
Texas
$10K 240 -100 -29%
ASN
227
Advisory Services Network
Georgia
$10K 238 +6 +3%
RWB
228
RMR Wealth Builders
New Jersey
$8K 195 +195 New
HWA
229
Heritage Wealth Advisors
Virginia
$7.99K 200 – –
SPIA
230
Steward Partners Investment Advisory
New York
$7K 188 -500 -73%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$6K 134 – –
PA
232
Procyon Advisors
Connecticut
$6K 150 +150 New
AIM
233
Aigen Investment Management
New York
$6K 153 +153 New
CTC
234
Central Trust Company
Missouri
– – – –
ADL
235
Asset Dedication LLC
California
$4K 102 – –
Bessemer Group
236
Bessemer Group
New Jersey
$3K 70 – –
CWA
237
Capital Wealth Alliance
Arizona
$3K 64 +64 New
Group One Trading
238
Group One Trading
Illinois
$2K 60 -16,821 -100%
GI
239
Gradient Investments
Minnesota
$2K 42 – –
EARNEST Partners
240
EARNEST Partners
Georgia
$2K 50 – –
FHA
241
Flagship Harbor Advisors
Massachusetts
$2K 57 +2 +4%
KFS
242
Kelly Financial Services
Massachusetts
$1.21K 30 – –
CB
243
CNB Bank
Pennsylvania
$1K 18 – –
Skandinaviska Enskilda Banken (SEB)
244
Skandinaviska Enskilda Banken (SEB)
Sweden
– – -125,000 Closed
JG
245
Jefferies Group
New York
– – -88,927 Closed
Citadel Advisors
246
Citadel Advisors
Florida
– – -69,138 Closed
Arrowstreet Capital
247
Arrowstreet Capital
Massachusetts
– – -50,000 Closed
Boston Partners
248
Boston Partners
Massachusetts
– – -42,731 Closed
AU
249
Algebris (UK)
United Kingdom
– – -38,261 Closed
MIG
250
McGuire Investment Group
Rhode Island
– – -35,078 Closed
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