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Lazard
LAZ

Overview Fund Activity

240 hedge funds and large institutions have $3.68B invested in Lazard in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 88 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-20
Holders Change %
-7.69%
% of All Funds
4.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
22
Increased
70
Reduced
88
Closed
39
Calls
$8.13M
Puts
$8.18M
Net Calls
-$50K
Net Calls Change
+$970K

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
$268M
2
EIP
Epoch Investment Partners
New York
$136M
3
Morgan Stanley
Morgan Stanley
New York
$98.5M
4
Fisher Asset Management
Fisher Asset Management
Washington
$75.3M
5
AI
Ariel Investments
Illinois
$367M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$163M
3
BCM
Basswood Capital Management
New York
$8.26M
4
RA
Royce & Associates
New York
$39.7M
5
RRAM
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
251
PDT Partners
New York
– -$603K -13,330 Closed
SDAM
252
Shulman DeMeo Asset Management
New York
– -$566K -12,502 Closed
MWM
253
Meridian Wealth Management
Kentucky
– -$501K -11,063 Closed
NIMC
254
Nierenberg Investment Management Company
Washington
– -$328K -7,255 Closed
SW
255
SVB Wealth
Massachusetts
– -$326K -7,201 Closed
LIM
256
Lathrop Investment Management
Arkansas
– -$292K -6,455 Closed
VF
257
Virtu Financial
New York
– -$283K -6,260 Closed
SC
258
Saltoro Capital
Texas
– -$272K -6,000 Closed
BCM
259
Brookstone Capital Management
Illinois
– -$274K -5,946 Closed
RJT
260
Raymond James Trust
Florida
– -$268K -5,927 Closed
Neuberger Berman Group
261
Neuberger Berman Group
New York
– -$267K -5,909 Closed
Ensign Peak Advisors
262
Ensign Peak Advisors
Utah
– -$262K -5,785 Closed
FHB
263
First Hawaiian Bank
Hawaii
– -$241K -5,320 Closed
NICM
264
Neo Ivy Capital Management
New York
– -$235K -5,189 Closed
State of Tennessee, Department of Treasury
265
State of Tennessee, Department of Treasury
Tennessee
– -$231K -5,109 Closed
AC
266
Apogem Capital
New York
– -$230K -5,082 Closed
TCM
267
Teza Capital Management
Illinois
– -$218K -4,814 Closed
MSAM
268
Moloney Securities Asset Management
Missouri
– -$213K -4,713 Closed
SW
269
SteelPeak Wealth
California
– -$205K -4,532 Closed
CAN
270
Cetera Advisor Networks
California
– -$203K -4,485 Closed
Walleye Trading
271
Walleye Trading
New York
– -$74K -1,630 Closed
DFCM
272
Dark Forest Capital Management
Puerto Rico
– -$34K -745 Closed
WP
273
WealthShield Partners
North Carolina
– -$11K -239 Closed
ASN
274
Advisory Services Network
Georgia
– -$5K -115 Closed
ADL
275
Asset Dedication LLC
California
– -$5K -102 Closed
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