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Lazard
LAZ

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.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $8.94M | Put options by funds: $3.84M

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

12% more capital invested

Capital invested by funds: $2.97B → $3.34B (+$368M)

2% more funds holding

Funds holding: 241 → 245 (+4)

0.1% more ownership

Funds ownership: 79.44% → 79.54% (+0.1%)

31% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 97

Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
4.83%
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
Southeastern Asset Management
Tennessee
+$29.3M
2
Morgan Stanley
Morgan Stanley
New York
+$20.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.6M
5
CS
Credit Suisse
Switzerland
+$11.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$51.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$16.7M
3
AI
Ariel Investments
Illinois
-$16.5M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$16.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
226
Cullen/Frost Bankers
Texas
$10K -$3.78K -100 -29%
ASN
227
Advisory Services Network
Georgia
$10K +$227 +6 +3%
RWB
228
RMR Wealth Builders
New Jersey
$8K +$7.37K +195 New
HWA
229
Heritage Wealth Advisors
Virginia
$7.99K – – –
SPIA
230
Steward Partners Investment Advisory
New York
$7K -$18.9K -500 -73%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
PA
232
Procyon Advisors
Connecticut
$6K +$5.67K +150 New
AIM
233
Aigen Investment Management
New York
$6K +$5.78K +153 New
CTC
234
Central Trust Company
Missouri
$5K – – –
ADL
235
Asset Dedication LLC
California
$4K – – –
Bessemer Group
236
Bessemer Group
New Jersey
$3K – – –
CWA
237
Capital Wealth Alliance
Arizona
$3K +$2.42K +64 New
Group One Trading
238
Group One Trading
Illinois
$2K -$635K -16,821 -100%
EARNEST Partners
239
EARNEST Partners
Georgia
$2K – – –
GI
240
Gradient Investments
Minnesota
$2K – – –
FHA
241
Flagship Harbor Advisors
Massachusetts
$2K +$76 +2 +4%
KFS
242
Kelly Financial Services
Massachusetts
$1.21K – – –
CB
243
CNB Bank
Pennsylvania
$1K – – –
Skandinaviska Enskilda Banken (SEB)
244
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$4.38M -125,000 Closed
JG
245
Jefferies Group
New York
– -$3.11M -88,927 Closed
Citadel Advisors
246
Citadel Advisors
Florida
– -$2.61M -69,138 Closed
Arrowstreet Capital
247
Arrowstreet Capital
Massachusetts
– -$1.75M -50,000 Closed
Boston Partners
248
Boston Partners
Massachusetts
– -$1.5M -42,731 Closed
AU
249
Algebris (UK)
United Kingdom
– -$1.34M -38,261 Closed
MIG
250
McGuire Investment Group
Rhode Island
– -$1.23M -35,078 Closed
7 8 9
10
11

LAZ Hedge Fund Activity: Q4 2019 in Review

245 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q4 2019, worth a combined $3.34B — up 12% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new LAZ positions and 29 closed out — a net gain of 12 holders — while 67 added to existing stakes and 97 trimmed.

The largest buyer was Southeastern Asset Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $51.8M.

  • 245 institutional investors held Lazard (LAZ) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $3.34B of Lazard stock for Q4 2019, up 12% quarter-over-quarter.
  • 41 funds opened new Lazard positions in Q4 2019 and 29 closed out, a net change of +12 holders.
  • The largest Lazard buyer in Q4 2019 was Southeastern Asset Management, an estimated $29.3M added.
  • The largest Lazard seller in Q4 2019 was Vanguard Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2019.