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Lazard
LAZ

Overview Fund Activity

304 hedge funds and large institutions have $4.94B invested in Lazard in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 106 increasing their positions, 107 reducing their positions, and 32 closing their positions.

Holders
304
Holders Change
+18
Holders Change %
+6.29%
% of All Funds
8.11%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
52
Increased
106
Reduced
107
Closed
32
Calls
$4.65M
Puts
$7.47M
Net Calls
-$2.83M
Net Calls Change
+$1.41M

Top Buyers

1
SFM
1
Systematic Financial Management
New Jersey
$59.7M
2
VFA
2
Virtus Fund Advisers
Connecticut
$126M
3
SI
3
Scout Investments
Missouri
$28.6M
4
ECA
4
Endeavour Capital Advisors
Connecticut
$25.3M
5
Citigroup
5
Citigroup
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$252M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$142M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$202M
4
Morgan Stanley
4
Morgan Stanley
New York
$189M
5
O
5
OppenheimerFunds
New York
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FCI
251
Financial Counselors Inc
Kansas
$259K 5,185 +5,185 New
WB
252
WesBanco Bank
West Virginia
$235K 4,700 +4,700 New
NP
253
NorthRock Partners
Minnesota
$231K 4,615 +4,615 New
CFMC
254
Curbstone Financial Management Corp
New Hampshire
$228K 4,550 +375 +9%
BAAM
255
Baker Avenue Asset Management
California
$227K 4,545 -53 -1%
GI
256
GAMCO Investors
Connecticut
$225K 4,500 – –
KWMG
257
King Wealth Management Group
Florida
$225K 4,500 +4,500 New
Envestnet Asset Management
258
Envestnet Asset Management
Illinois
$217K 4,341 -4,683 -52%
Neuberger Berman Group
259
Neuberger Berman Group
New York
$211K 4,223 -23,048 -85%
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$211K 4,225 -2,072 -33%
VFS
261
VSR Financial Services
Kansas
$200K 4,000 – –
Lazard Asset Management
262
Lazard Asset Management
New York
$195K 3,900 – –
PSUF
263
People's United Financial
Connecticut
$118K 2,360 +100 +4%
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$117K 2,329 -815 -26%
ST
265
Spot Trading
Illinois
$116K 2,318 +2,318 New
Parallax Volatility Advisers
266
Parallax Volatility Advisers
California
$115K 2,297 -6,084 -73%
EAMA
267
EFG Asset Management (Americas)
Florida
$100K 2,000 +2,000 New
AP
268
Advisors Preferred
Maryland
$89.5K 1,788 +1,788 New
FNYS
269
First New York Securities
New York
$85.2K 1,703 +1,528 +873%
CCS
270
Crosspoint Capital Strategies
California
$85K 1,691 +1,691 New
FCCM
271
First City Capital Management
Georgia
$80K 1,600 – –
PG
272
PEAK6 Group
Illinois
$70K 1,406 +1,406 New
Simplex Trading
273
Simplex Trading
Illinois
$58K 1,165 +1,165 New
Barclays
274
Barclays
United Kingdom
$55K 1,094 -7,089 -87%
AIM
275
Advantage Investment Management
Iowa
$55K 1,100 +1,100 New
9 10
11
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