LAZ icon

Lazard
LAZ

Overview Fund Activity

286 hedge funds and large institutions have $5.37B invested in Lazard in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
-18
Holders Change %
-5.92%
% of All Funds
7.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
36
Increased
126
Reduced
94
Closed
51
Calls
$8.4M
Puts
$7.69M
Net Calls
+$704K
Net Calls Change
+$3.53M

Top Buyers

1
AII
AGF Investments Inc
Ontario, Canada
$105M
2
AI
Ariel Investments
Illinois
$307M
3
CGM
Capital Growth Management
Massachusetts
$43.7M
4
AIM
Artemis Investment Management
United Kingdom
$81.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$38.7M

Top Sellers

1
TFM
Trian Fund Management
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$156M
3
AI
Axiom Investors
Connecticut
$26.6M
4
LPU
Lansdowne Partners (UK)
United Kingdom
$0
5
CIC
Chilton Investment Company
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$219K +$96.6K +1,837 +79%
Truist Financial
252
Truist Financial
North Carolina
$210K +$210K +3,995 New
DADC
253
D.A. Davidson & Co
Montana
$208K -$133K -2,531 -39%
FCBT
254
First Citizens Bank & Trust
North Carolina
$206K +$206K +3,920 New
ACP
255
Ashfield Capital Partners
California
$204K -$540K -10,252 -73%
Legal & General Group
256
Legal & General Group
United Kingdom
$177K +$177K +3,374 New
PCM
257
Prelude Capital Management
New York
$164K +$142K +2,700 +635%
PSUF
258
People's United Financial
Connecticut
$119K -$5.27K -100 -4%
WT
259
Whittier Trust
California
$111K +$107K +2,030 +2,603%
EAMA
260
EFG Asset Management (Americas)
Florida
$105K – – –
TRCT
261
Tower Research Capital (TRC)
New York
$88K +$72.3K +1,381 +462%
FCCM
262
First City Capital Management
Georgia
$84.1K – – –
AIM
263
Assured Investment Management
New York
$81K +$81K +1,532 New
AIM
264
Advantage Investment Management
Iowa
$58K – – –
Bessemer Group
265
Bessemer Group
New Jersey
$42K – – –
ST
266
Smithfield Trust
Pennsylvania
$35K – – –
MCM
267
Mazama Capital Management
Oregon
$31K +$18.2K +341 +143%
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$29K -$13.7K -263 -32%
GT
269
Glenmede Trust
Pennsylvania
$28K -$1.13M -22,011 -98%
CG
270
Colony Group
Massachusetts
$28K -$17.6K -339 -39%
FWM
271
Focused Wealth Management
New York
$27K +$158 +3 +0.6%
Creative Planning
272
Creative Planning
Kansas
$27K +$4.82K +91 +22%
First Manhattan
273
First Manhattan
New York
$26K – – –
AC
274
Alexandria Capital
Virginia
$26K – – –
WA
275
Winfield Associates
Ohio
$26K +$26K +500 New
9 10
11
12 13