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Lazard
LAZ

Overview Fund Activity

239 hedge funds and large institutions have $3.48B invested in Lazard in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+26
Holders Change %
+12.21%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
52
Increased
67
Reduced
83
Closed
24
Calls
$8.39M
Puts
$7.77M
Net Calls
+$627K
Net Calls Change
-$2.15M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$86.7M
2
MWA
Marshall Wace Asia
Hong Kong
$30.9M
3
UBS Group
UBS Group
Switzerland
$40M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$173M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
$208M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$353M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$315M
4
Barclays
Barclays
United Kingdom
$23.9M
5
Citigroup
Citigroup
New York
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADIM
226
Alpha DNA Investment Management
Maryland
$5K +$5K +136 New
ASN
227
Advisory Services Network
Georgia
$4K -$9.96K -249 -71%
ADL
228
Asset Dedication LLC
California
$4K – – –
SPIA
229
Steward Partners Investment Advisory
New York
$4K +$1.94K +48 +94%
IA
230
IFP Advisors
Florida
$3K – – –
EARNEST Partners
231
EARNEST Partners
Georgia
$2K – – –
GI
232
Gradient Investments
Minnesota
$1K – – –
AssetMark Inc
233
AssetMark Inc
California
$1K +$1K +15 New
VCG
234
Vantage Consulting Group
Virginia
$1K +$1K +18 New
DAC
235
Dividend Assets Capital
South Carolina
$1K +$1K +20 New
S
236
SignatureFD
Georgia
$1K +$1K +28 New
AIG
237
American International Group
New York
$55 – -7 -0.5%
CS
238
Credit Suisse
Switzerland
– -$7.55M -228,576 Closed
GC
239
Gillson Capital
Illinois
– -$5.48M -165,693 Closed
Citadel Advisors
240
Citadel Advisors
Florida
– -$1.21M -36,576 Closed
MPM
241
Meritage Portfolio Management
Kansas
– -$1.15M -34,810 Closed
CI
242
Cambiar Investors
Colorado
– -$1.15M -34,746 Closed
Truist Financial
243
Truist Financial
North Carolina
– -$1.05M -31,742 Closed
EAM
244
Evanson Asset Management
California
– -$891K -26,946 Closed
FWC
245
First Washington Corp
Washington
– -$850K -25,710 Closed
PP
246
Paloma Partners
Connecticut
– -$625K -18,910 Closed
AB
247
Amalgamated Bank
New York
– -$416K -12,577 Closed
RIL
248
Rothschild Investment LLC
Illinois
– -$372K -11,250 Closed
DTL
249
Dynamic Technology Lab
Singapore
– -$350K -10,583 Closed
Walleye Capital
250
Walleye Capital
New York
– -$319K -9,647 Closed
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