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Lazard
LAZ

Overview Fund Activity

260 hedge funds and large institutions have $3.66B invested in Lazard in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.54%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
81
Reduced
99
Closed
34
Calls
$8.66M
Puts
$9.68M
Net Calls
-$1.02M
Net Calls Change
-$34K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$438M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$39.6M
3
AI
3
Ariel Investments
Illinois
$346M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$438M
5
CVA
5
Ceredex Value Advisors
Florida
$24.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$187M
2
RAM
2
RWC Asset Management
United Kingdom
$97M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$171M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
226
GPS Wealth Strategies Group
Colorado
$23K – – –
FF
227
FourThought Financial
Florida
$22K +$22K +500 New
Loomis, Sayles & Company
228
Loomis, Sayles & Company
Massachusetts
$20K +$3.27K +73 +20%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$19K – – –
RCA
230
Ranch Capital Advisors
Florida
$18K -$2.66K -59 -13%
ONST
231
Old North State Trust
North Carolina
$17K – – –
CP
232
Castleview Partners
Texas
$17K +$17K +366 New
JWA
233
JFS Wealth Advisors
Pennsylvania
$16K – – –
JMF
234
Johnson Midwest Financial
Iowa
$16K +$140 +3 +0.9%
CAL
235
Capital Analysts LLC
Pennsylvania
$15K – – –
HFM
236
Harvest Fund Management
China
$14K -$34.7K -751 -71%
BU
237
BBVA USA
Alabama
$14K +$14K +315 New
HWA
238
Heritage Wealth Advisors
Virginia
$13.6K – – –
WP
239
WealthShield Partners
North Carolina
$11K -$3.59K -78 -25%
GRP
240
Global Retirement Partners
California
$11K – – –
PSB
241
Piscataqua Savings Bank
New Hampshire
$10K – – –
FMT
242
First Mercantile Trust
Tennessee
$9K -$936 -21 -9%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$9K – – –
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
Jones Financial Companies
245
Jones Financial Companies
Missouri
$6K +$3.02K +64 +102%
CTC
246
Central Trust Company
Missouri
$5K -$5K – –
ADL
247
Asset Dedication LLC
California
$5K – – –
SWM
248
Spire Wealth Management
Virginia
$5K – – –
CTB
249
Country Trust Bank
Illinois
$5K – – –
WT
250
Washington Trust
Rhode Island
$5K +$5K +100 New
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