LAZ icon

Lazard
LAZ

Overview Fund Activity

289 hedge funds and large institutions have $4.37B invested in Lazard in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+6
Holders Change %
+2.12%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
38
Increased
105
Reduced
104
Closed
29
Calls
$24.8M
Puts
$11.9M
Net Calls
+$13M
Net Calls Change
+$14.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$49.6M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$138M
3
Principal Financial Group
Principal Financial Group
Iowa
$43.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$33.4M
5
Wells Fargo
Wells Fargo
California
$28.7M

Top Sellers

1
BHG
Blue Harbour Group
Connecticut
$20.2M
2
HI
Honeywell International
North Carolina
$0
3
VFA
Virtus Fund Advisers
Connecticut
$26.3M
4
EVM
Eaton Vance Management
Massachusetts
$23.7M
5
IGIM
I.G. Investment Management
Manitoba, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
251
King Wealth Management Group
Florida
$205K – – –
CWM
252
Cornerstone Wealth Management
Missouri
$204K – – –
RFS
253
Rockefeller Financial Services
New York
$182K – – –
JWA
254
JFS Wealth Advisors
Pennsylvania
$162K -$11.6K -255 -7%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$151K -$15.9K -353 -10%
IA
256
IFP Advisors
Florida
$147K +$5.1K +113 +4%
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$134K +$28.2K +624 +27%
WT
258
Whittier Trust
California
$76K – – –
ASN
259
Advisory Services Network
Georgia
$53K -$677 -15 -1%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$51K +$20.9K +463 +70%
GWM
261
Geneos Wealth Management
Colorado
$45K -$27.8K -615 -38%
DAM
262
Delta Asset Management
Tennessee
$45K – – –
AIL
263
AGF Investments LLC
Ontario, Canada
$43K -$11.1K -242 -20%
WTB
264
Washington Trust Bank
Washington
$36K +$18K +400 +100%
FWM
265
Focused Wealth Management
New York
$36K +$21K +465 +140%
CHP
266
Cable Hill Partners
Oregon
$36K +$36K +800 New
ST
267
Smithfield Trust
Pennsylvania
$31K – – –
ANBT
268
American National Bank & Trust
Texas
$24K – – –
CTC
269
Central Trust Company
Missouri
$24K -$25K – –
GT
270
Glenmede Trust
Pennsylvania
$24K – – –
CPA
271
Clear Perspective Advisors
Illinois
$24K – – –
AC
272
Alexandria Capital
Virginia
$23K – – –
HNB
273
Huntington National Bank
Ohio
$22K -$18.8K -423 -46%
First Manhattan
274
First Manhattan
New York
$22K – – –
LJHT
275
Laurie J. Hall Trustee
$20.3K – – –
9 10
11
12 13