LAZ icon

Lazard
LAZ

Overview Fund Activity

220 hedge funds and large institutions have $1.9B invested in Lazard in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 90 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-25
Holders Change %
-10.2%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
37
Increased
64
Reduced
90
Closed
58
Calls
$3.65M
Puts
$3.67M
Net Calls
-$21K
Net Calls Change
-$5.12M

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$48.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$22.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$21.4M
4
RAM
RWC Asset Management
United Kingdom
+$9.18M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.5M
2
TIM
Thornburg Investment Management
New Mexico
-$24.7M
3
SAM
Southeastern Asset Management
Tennessee
-$18.8M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$13.5M
5
Morgan Stanley
Morgan Stanley
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
251
Jane Street
New York
– -$234K -5,844 Closed
WSC
252
Wellington Shields & Co
New York
– -$230K -5,750 Closed
SS
253
Sunbelt Securities
Texas
– -$226K -5,650 Closed
WCM
254
Whitener Capital Management
North Carolina
– -$225K -5,650 Closed
PPA
255
Parametric Portfolio Associates
Washington
– -$224K -5,611 Closed
PP
256
Prudential plc
United Kingdom
– -$221K -5,537 Closed
BWAM
257
Boyd Watterson Asset Management
Ohio
– -$206K -5,147 Closed
WLPWM
258
Walled Lake Planning & Wealth Management
Illinois
– -$86K -2,150 Closed
Marshall Wace
259
Marshall Wace
United Kingdom
– -$85K -2,125 Closed
SIC
260
Samalin Investment Counsel
New York
– -$33K -850 Closed
SSB
261
Sandy Spring Bank
Maryland
– -$28K -700 Closed
AA
262
Argent Advisors
Louisiana
– -$25K -650 Closed
HCA
263
Horan Capital Advisors
Ohio
– -$25K -627 Closed
ONST
264
Old North State Trust
North Carolina
– -$18K -440 Closed
THWM
265
Taylor Hoffman Wealth Management
Virginia
– -$17K -427 Closed
HI
266
Hudock Inc
Pennsylvania
– -$17K -420 Closed
VCP
267
Verus Capital Partners
Arizona
– -$12K -300 Closed
ACM
268
Allred Capital Management
Texas
– -$10.6K -266 Closed
AIM
269
Aigen Investment Management
New York
– -$6K -153 Closed
CWA
270
Capital Wealth Alliance
Arizona
– -$3K -64 Closed
Group One Trading
271
Group One Trading
Illinois
– -$2K -60 Closed
FHA
272
Flagship Harbor Advisors
Massachusetts
– -$2K -57 Closed
CB
273
CNB Bank
Pennsylvania
– -$1K -18 Closed
7 8 9 10
11