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Lazard
LAZ

245 hedge funds and large institutions have $3.34B invested in Lazard in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $8.94M | Put options by funds: $3.84M

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

12% more capital invested

Capital invested by funds: $2.97B → $3.34B (+$368M)

2% more funds holding

Funds holding: 241 → 245 (+4)

0.1% more ownership

Funds ownership: 79.44% → 79.54% (+0.1%)

31% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 97

Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
4.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
41
Increased
67
Reduced
97
Closed
29
Calls
$8.94M
Puts
$3.84M
Net Calls
+$5.09M
Net Calls Change
+$6.18M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$29.3M
2
Morgan Stanley
Morgan Stanley
New York
+$20.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.6M
5
CS
Credit Suisse
Switzerland
+$11.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$51.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$16.7M
3
AI
Ariel Investments
Illinois
-$16.5M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$16.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMNY
251
Buckingham Capital Management (New York)
New York
– -$1.1M -31,300 Closed
DTL
252
Dynamic Technology Lab
Singapore
– -$1.03M -29,553 Closed
QI
253
QS Investors
New York
– -$939K -26,812 Closed
Mirae Asset Global Investments
254
Mirae Asset Global Investments
South Korea
– -$843K -24,072 Closed
William Blair & Company
255
William Blair & Company
Illinois
– -$626K -17,872 Closed
OWD
256
Osborn Williams & Donohoe
Ohio
– -$592K -16,907 Closed
TC
257
TownSquare Capital
Utah
– -$529K -13,760 Closed
QT
258
Quantamental Technologies
New York
– -$385K -10,999 Closed
TI
259
Trexquant Investment
Connecticut
– -$381K -10,884 Closed
BCM
260
Bayesian Capital Management
New York
– -$357K -10,200 Closed
SRC
261
Shufro Rose & Co
New York
– -$331K -9,450 Closed
CBT
262
Central Bank & Trust
Kentucky
– -$313K -8,934 Closed
B
263
Barings
North Carolina
– -$245K -7,000 Closed
BCM
264
Brookstone Capital Management
Illinois
– -$220K -6,279 Closed
NIT
265
NumerixS Investment Technologies
British Columbia, Canada
– -$144K -4,100 Closed
PI
266
PEAK6 Investments
Illinois
– -$153K -4,049 Closed
MA
267
MUFG Americas
New York
– -$31K -897 Closed
CG
268
Cutler Group
California
– -$31.7K -840 Closed
AF
269
Advisornet Financial
Minnesota
– -$28.8K -763 -99%
BBHC
270
Brown Brothers Harriman & Co
New York
– -$23K -650 Closed
BFEC
271
Benjamin F. Edwards & Company
Missouri
– -$18K -500 Closed
CFG
272
Citizens Financial Group
Rhode Island
– -$3K -93 Closed
LGWM
273
Litman Gregory Wealth Management
California
– -$1K -28 Closed
SMFS
274
Squar Milner Financial Services
California
– +$944 +25 New
7 8 9 10
11

LAZ Hedge Fund Activity: Q4 2019 in Review

245 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q4 2019, worth a combined $3.34B — up 12% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new LAZ positions and 29 closed out — a net gain of 12 holders — while 67 added to existing stakes and 97 trimmed.

The largest buyer was Southeastern Asset Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $51.8M.

  • 245 institutional investors held Lazard (LAZ) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $3.34B of Lazard stock for Q4 2019, up 12% quarter-over-quarter.
  • 41 funds opened new Lazard positions in Q4 2019 and 29 closed out, a net change of +12 holders.
  • The largest Lazard buyer in Q4 2019 was Southeastern Asset Management, an estimated $29.3M added.
  • The largest Lazard seller in Q4 2019 was Vanguard Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2019.