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Lazard
LAZ

Overview Fund Activity

284 hedge funds and large institutions have $4.41B invested in Lazard in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 85 increasing their positions, 115 reducing their positions, and 31 closing their positions.

Holders
284
Holders Change
+13
Holders Change %
+4.8%
% of All Funds
7.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
49
Increased
85
Reduced
115
Closed
31
Calls
$45.5M
Puts
$12M
Net Calls
+$33.5M
Net Calls Change
-$10.6M

Top Buyers

1
BlackRock
1
BlackRock
New York
$350M
2
WBC
2
Westpac Banking Corp
Australia
$104M
3
AL
3
AJO LP
Pennsylvania
$57.5M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$98.9M
5
Barclays
5
Barclays
United Kingdom
$29.2M

Top Sellers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$44M
2
VFA
2
Virtus Fund Advisers
Connecticut
$37.1M
3
Franklin Resources
3
Franklin Resources
California
$82.5M
4
SO
4
STRS Ohio
Ohio
$66M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
251
Whittier Trust
California
$78K 1,702 -7,581 -82%
GWM
252
Geneos Wealth Management
Colorado
$74K 1,612 – –
PA
253
Parallel Advisors
California
$65K 1,469 +133 +10%
SA
254
SpiderRock Advisors
Delaware
– – – –
ASN
255
Advisory Services Network
Georgia
$54K 1,178 +1,178 New
RWA
256
Ropes Wealth Advisors
Massachusetts
$52K 1,127 – –
AIM
257
Acrospire Investment Management
Illinois
$51K 1,100 -1,100 -50%
DAM
258
Delta Asset Management
Tennessee
$46K 1,000 – –
ACM
259
Armbruster Capital Management
New York
$46K 1,000 – –
AAP
260
Arax Advisory Partners
Colorado
$40K 871 +104 +14%
ST
261
Smithfield Trust
Pennsylvania
$31K 675 – –
Creative Planning
262
Creative Planning
Kansas
$28K 610 +306 +101%
GT
263
Glenmede Trust
Pennsylvania
$25K 545 – –
HNB
264
Huntington National Bank
Ohio
$24K 519 -93 -15%
ANBT
265
American National Bank & Trust
Texas
$24K 530 – –
CPA
266
Clear Perspective Advisors
Illinois
$24K 525 – –
AC
267
Alexandria Capital
Virginia
$23K 500 – –
First Manhattan
268
First Manhattan
New York
$22K 500 – –
LJHT
269
Laurie J. Hall Trustee
$20K 450 – –
WP
270
WealthPLAN Partners
Nebraska
$19.4K 435 +435 New
WTB
271
Washington Trust Bank
Washington
$18K 400 – –
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$18K 392 +34 +9%
FWM
273
Focused Wealth Management
New York
$15K 330 +5 +2%
BL
274
Balentine LLC
Georgia
$14K 307 – –
KTC
275
Kistler-Tiffany Companies
Pennsylvania
$14K 300 – –
9 10
11
12 13