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Lazard
LAZ

Overview Fund Activity

240 hedge funds and large institutions have $3.68B invested in Lazard in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 88 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-20
Holders Change %
-7.69%
% of All Funds
4.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
22
Increased
70
Reduced
88
Closed
39
Calls
$8.13M
Puts
$8.18M
Net Calls
-$50K
Net Calls Change
+$970K

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
$268M
2
EIP
Epoch Investment Partners
New York
$136M
3
Morgan Stanley
Morgan Stanley
New York
$98.5M
4
Fisher Asset Management
Fisher Asset Management
Washington
$75.3M
5
AI
Ariel Investments
Illinois
$367M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$163M
3
BCM
Basswood Capital Management
New York
$8.26M
4
RA
Royce & Associates
New York
$39.7M
5
RRAM
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
226
Hantz Financial Services
Michigan
$9K +$9K +200 New
S
227
SignatureFD
Georgia
$9K +$9K +200 New
CTC
228
Central Trust Company
Missouri
$6K -$5K – –
Jones Financial Companies
229
Jones Financial Companies
Missouri
$6K – – –
CTB
230
Country Trust Bank
Illinois
$5K – – –
WT
231
Washington Trust
Rhode Island
$5K – – –
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.03K – – –
TRCT
233
Tower Research Capital (TRC)
New York
$4K -$155K -3,406 -97%
AWA
234
Arkadios Wealth Advisors
Georgia
$4K – – –
PPWM
235
PFG Private Wealth Management
Florida
$4K +$4K +80 New
IA
236
IFP Advisors
Florida
$3K – – –
SWM
237
Spire Wealth Management
Virginia
$2K -$2K -50 -50%
EARNEST Partners
238
EARNEST Partners
Georgia
$2K – – –
BIA
239
Bell Investment Advisors
California
$2K +$2K +39 New
DAC
240
Dividend Assets Capital
South Carolina
$1K – – –
RRAM
241
River Road Asset Management
Kentucky
– -$9.99M -220,793 Closed
HSBC Holdings
242
HSBC Holdings
United Kingdom
– -$9.37M -207,373 Closed
AU
243
Algebris (UK)
United Kingdom
– -$5.7M -126,018 Closed
NEI
244
Northwest & Ethical Investments
Ontario, Canada
– -$2.74M -60,526 Closed
ANTB
245
AMG National Trust Bank
Colorado
– -$2.71M -59,991 Closed
Truist Financial
246
Truist Financial
North Carolina
– -$1.92M -42,322 Closed
Two Sigma Investments
247
Two Sigma Investments
New York
– -$984K -21,752 Closed
BI
248
Bramshill Investments
Florida
– -$969K -21,415 Closed
SIM
249
SummerHaven Investment Management
Connecticut
– -$678K -14,983 Closed
MWNA
250
Marshall Wace North America
New York
– -$616K -13,620 Closed
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