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Lazard
LAZ

Overview Fund Activity

251 hedge funds and large institutions have $2.81B invested in Lazard in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-19
Holders Change %
-7.04%
% of All Funds
6.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
75
Reduced
116
Closed
50
Calls
$44.7M
Puts
$18.1M
Net Calls
+$26.6M
Net Calls Change
-$17.2M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
$90M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$140M
3
VFA
Virtus Fund Advisers
Connecticut
$112M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$39.7M
5
SO
STRS Ohio
Ohio
$59.4M

Top Sellers

1
AIM
abrdn Investment Management
United Kingdom
$102M
2
PIM
Perkins Investment Management
Illinois
$0
3
Goldman Sachs
Goldman Sachs
New York
$16.3M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$5.96M
5
Charles Schwab
Charles Schwab
California
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
276
Annex Advisory Services
Wisconsin
– -$459K -11,840 Closed
SRP
277
Saddle Road Partners
Nebraska
– -$454K -11,703 Closed
Janney Montgomery Scott
278
Janney Montgomery Scott
Pennsylvania
– -$444K -11,448 Closed
NGA
279
Naples Global Advisors
Florida
– -$421K -10,857 Closed
MC
280
Montag & Caldwell
Georgia
– -$419K -10,799 Closed
Nordea Investment Management
281
Nordea Investment Management
Sweden
– -$381K -9,815 Closed
MAM
282
Meeder Asset Management
Ohio
– -$367K -9,471 Closed
FAAS
283
First Allied Advisory Services
California
– -$296K -7,657 Closed
B
284
Barings
North Carolina
– -$291K -7,500 Closed
Commonwealth Equity Services
285
Commonwealth Equity Services
Massachusetts
– -$290K -7,471 Closed
BSA
286
Braun Stacey Associates
New York
– -$283K -7,300 Closed
CEP
287
Chicago Equity Partners
Illinois
– -$281K -7,240 Closed
CCM
288
Coldstream Capital Management
Washington
– -$269K -6,930 Closed
EMFAT
289
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$255K -6,584 Closed
BTS
290
BB&T Securities
Virginia
– -$254K -6,566 Closed
Cetera Investment Advisers
291
Cetera Investment Advisers
Illinois
– -$232K -5,958 Closed
JG
292
Jefferies Group
New York
– -$224K -5,763 Closed
FCBT
293
First Citizens Bank & Trust
North Carolina
– -$208K -5,371 Closed
FQ
294
First Quadrant
California
– -$144K -3,700 Closed
Canada Pension Plan Investment Board
295
Canada Pension Plan Investment Board
Ontario, Canada
– -$124K -3,200 Closed
WAM
296
Wealthspire Advisors (Maryland)
Maryland
– -$58K -1,500 Closed
FCCM
297
First City Capital Management
Georgia
– -$46.6K -1,200 Closed
EDRH
298
Edmond de Rothschild Holding
Switzerland
– -$44K -1,142 Closed
FMA
299
FNY Managed Accounts
New York
– -$38.8K -1,000 Closed
IR
300
Invictus RG
Bermuda
– -$8K -196 Closed
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12
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