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Lazard
LAZ

Overview Fund Activity

279 hedge funds and large institutions have $4.3B invested in Lazard in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-11
Holders Change %
-3.79%
% of All Funds
7.8%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
30
Increased
127
Reduced
99
Closed
39
Calls
$44.5M
Puts
$26.2M
Net Calls
+$18.3M
Net Calls Change
-$13.3M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$252M
2
Franklin Resources
Franklin Resources
California
$102M
3
CGM
Capital Growth Management
Massachusetts
$64.1M
4
VFA
Virtus Fund Advisers
Connecticut
$103M
5
SO
STRS Ohio
Ohio
$65M

Top Sellers

1
HL
Harding Loevner
New Jersey
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$53M
3
AII
AGF Investments Inc
Ontario, Canada
$23.6M
4
RIM
Rainier Investment Management
Washington
$0
5
AIM
abrdn Investment Management
United Kingdom
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
276
WFG Advisors
Texas
$5K – – –
Nuveen Asset Management
277
Nuveen Asset Management
Illinois
$4.74K -$10.9K -251,820 -70%
Macquarie Group
278
Macquarie Group
Australia
$4K +$1.71K +41 +75%
UFA
279
US Financial Advisors
Massachusetts
$3K +$3K +66 New
RIA
280
Regal Investment Advisors
Michigan
$2K +$2K +50 New
Manulife (Manufacturers Life Insurance)
281
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.77K -$1.29K -29,787 -42%
HL
282
Harding Loevner
New Jersey
– -$177M -3,178,287 Closed
RIM
283
Rainier Investment Management
Washington
– -$42.3M -751,580 Closed
IGIM
284
I.G. Investment Management
Manitoba, Canada
– -$23.3M -415,126 Closed
SI
285
Scout Investments
Missouri
– -$21.2M -377,498 Closed
Canada Life
286
Canada Life
Manitoba, Canada
– -$17.7M -315,005 Closed
SCM
287
Sandler Capital Management
New York
– -$13.5M -240,000 Closed
Lord, Abbett & Co
288
Lord, Abbett & Co
New Jersey
– -$12.2M -216,885 Closed
MPAM
289
Monarch Partners Asset Management
Massachusetts
– -$9.65M -171,552 Closed
KJHP
290
K.J. Harrison & Partners
Ontario, Canada
– -$4.08M -72,500 Closed
Wellington Management Group
291
Wellington Management Group
Massachusetts
– -$3.73M -66,273 Closed
FWCM
292
Ferguson Wellman Capital Management
Oregon
– -$3.22M -57,180 Closed
ACI
293
AMP Capital Investors
Australia
– -$2.59M -47,800 Closed
SM
294
Seminole Management
New York
– -$1.19M -21,200 Closed
SIA
295
SeaBridge Investment Advisors
New Jersey
– -$1.02M -18,075 Closed
KeyBank National Association
296
KeyBank National Association
Ohio
– -$888K -15,793 Closed
NERM
297
New England Research & Management
Illinois
– -$734K -13,053 Closed
BCM
298
Barometer Capital Management
Ontario, Canada
– -$725K -12,900 Closed
ACI
299
Advance Capital I
Michigan
– -$669K -11,900 Closed
WCA
300
Westover Capital Advisors
Delaware
– -$620K -11,030 Closed
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