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Lazard
LAZ

Overview Fund Activity

278 hedge funds and large institutions have $4.62B invested in Lazard in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 104 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
7.3%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
35
Increased
113
Reduced
104
Closed
35
Calls
$46.3M
Puts
$8.34M
Net Calls
+$38M
Net Calls Change
+$19.7M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$102M
2
PIM
2
Perkins Investment Management
Illinois
$37.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$34.6M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$31.7M
5
RIM
5
Rainier Investment Management
Washington
$26.1M

Top Sellers

1
CGM
1
Capital Growth Management
Massachusetts
$2.93M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$103M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$46.5M
4
WCM Investment Management
4
WCM Investment Management
California
$207M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
251
IFP Advisors
Florida
$103K +$103K +2,284 New
Citadel Advisors
252
Citadel Advisors
Florida
$101K -$271K -6,031 -73%
PSUF
253
People's United Financial
Connecticut
$94K -$17.9K -400 -16%
FCCM
254
First City Capital Management
Georgia
$81K +$6.75K +150 +9%
IPC
255
Independent Portfolio Consultants
Florida
$57K -$97.5K -2,155 -63%
TRCT
256
Tower Research Capital (TRC)
New York
$40K +$14.9K +330 +59%
QT
257
Quantbot Technologies
New York
$38K -$971K -22,075 -96%
Creative Planning
258
Creative Planning
Kansas
$32K – – –
CG
259
Cutler Group
California
$32K +$32K +726 New
ST
260
Smithfield Trust
Pennsylvania
$30K – – –
JWA
261
JFS Wealth Advisors
Pennsylvania
$27K +$27K +608 New
EDRH
262
Edmond de Rothschild Holding
Switzerland
$24K +$24K +520 New
AC
263
Alexandria Capital
Virginia
$23K – – –
CTC
264
Central Trust Company
Missouri
$23K – – –
FWM
265
Focused Wealth Management
New York
$23K +$45 +1 +0.2%
First Manhattan
266
First Manhattan
New York
$22K – – –
MFS
267
MSI Financial Services
Massachusetts
$21K +$7.88K +176 +60%
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$16K -$11.8K -264 -42%
Parallax Volatility Advisers
269
Parallax Volatility Advisers
California
$12K +$12K +265 New
IR
270
Invictus RG
Bermuda
$10K +$10K +230 New
BFEC
271
Benjamin F. Edwards & Company
Missouri
$9K -$34.9K -775 -79%
GT
272
Glenmede Trust
Pennsylvania
$9K – – –
HR
273
Howe & Rusling
New York
$9K -$8K – –
Nuveen Asset Management
274
Nuveen Asset Management
Illinois
$5.74K +$809 +17,972 +16%
WA
275
WFG Advisors
Texas
$5K +$45 +1 +0.9%
9 10
11
12 13