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Lazard
LAZ

Overview Fund Activity

290 hedge funds and large institutions have $5.79B invested in Lazard in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+4
Holders Change %
+1.4%
% of All Funds
7.82%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
38
Increased
115
Reduced
103
Closed
32
Calls
$43.9M
Puts
$12.3M
Net Calls
+$31.6M
Net Calls Change
+$30.9M

Top Buyers

1
HL
Harding Loevner
New Jersey
$177M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$107M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236M
4
WCM Investment Management
WCM Investment Management
California
$250M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$51.5M

Top Sellers

1
AIM
Artemis Investment Management
United Kingdom
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$226M
3
Deutsche Bank
Deutsche Bank
Germany
$66.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.15M
5
GTP
Global Thematic Partners
New York
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
251
GAMCO Investors
Connecticut
$236K -$16.9K -300 -7%
VFS
252
VSR Financial Services
Kansas
$236K – – –
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$234K +$337 +6 +0.1%
Legal & General Group
254
Legal & General Group
United Kingdom
$229K +$39.3K +700 +21%
KAM
255
Keeley Asset Management
Illinois
$228K +$228K +4,052 New
DADC
256
D.A. Davidson & Co
Montana
$223K – – –
FCBT
257
First Citizens Bank & Trust
North Carolina
$220K – – –
ACP
258
Ashfield Capital Partners
California
$218K – – –
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$209K +$209K +3,720 New
CCS
260
Crosspoint Capital Strategies
California
$190K +$190K +3,382 New
JG
261
Jefferies Group
New York
$181K +$181K +3,209 New
RP
262
Raiff Partners
New York
$169K +$169K +3,000 New
IPC
263
Independent Portfolio Consultants
Florida
$157K +$157K +2,800 New
Walleye Trading
264
Walleye Trading
New York
$153K +$153K +2,717 New
PSUF
265
People's United Financial
Connecticut
$138K +$11.2K +200 +9%
CI Investments Inc
266
CI Investments Inc
Ontario, Canada
$118K -$16.7M -297,000 -99%
CF
267
CenterStar Fund
Illinois
$98K – – –
FCCM
268
First City Capital Management
Georgia
$94.1K +$4.11K +73 +5%
WTC
269
WhitTier Trust Company
Nevada
$93K +$93K +1,656 New
AIM
270
Advantage Investment Management
Iowa
$62K – – –
MCM
271
Mazama Capital Management
Oregon
$54K +$21.3K +379 +65%
BFEC
272
Benjamin F. Edwards & Company
Missouri
$49K +$32.2K +575 +192%
AP
273
Advisors Preferred
Maryland
$44K +$34.1K +608 +345%
ST
274
Smithfield Trust
Pennsylvania
$38K – – –
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$31K – – –
9 10
11
12 13