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Lazard
LAZ

Overview Fund Activity

248 hedge funds and large institutions have $3.25B invested in Lazard in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 99 reducing their positions, and 41 closing their positions.

Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
42
Increased
79
Reduced
99
Closed
41
Calls
$60.2M
Puts
$12.5M
Net Calls
+$47.6M
Net Calls Change
+$21M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$41.7M
2
DK
2
Darrell & King
Virginia
$24.5M
3
EVM
3
Eaton Vance Management
Massachusetts
$35.9M
4
PA
4
Pinnacle Associates
New York
$45M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$160M

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$58.2M
2
VFA
2
Virtus Fund Advisers
Connecticut
$89.8M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$2.08M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$352M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
276
Herndon Capital Management
Georgia
– – -6,612 Closed
SF
277
Synovus Financial
Georgia
– – -5,227 Closed
TCM
278
Trafelet Capital Management
New York
– – -4,000 Closed
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
– – -3,454 Closed
CHC
280
City Holding Co
West Virginia
– – -1,650 Closed
WP
281
WealthPLAN Partners
Nebraska
– – -1,400 Closed
CHP
282
Cable Hill Partners
Oregon
– – -800 Closed
Parallax Volatility Advisers
283
Parallax Volatility Advisers
California
– – -542 Closed
CCA
284
Checchi Capital Advisers
California
– – -532 Closed
BWP
285
Baldwin Wealth Partners
Massachusetts
– – -350 Closed
BL
286
Balentine LLC
Georgia
– – -307 Closed
Loomis, Sayles & Company
287
Loomis, Sayles & Company
Massachusetts
– – -174 Closed
SBL
288
Sargent Bickham Lagudis
Colorado
– – -150 Closed
WA
289
WFG Advisors
Texas
– – -116 Closed
HL
290
Harding Loevner
New Jersey
– – -50 Closed
EWM
291
Evercore Wealth Management
New York
– – -45 Closed
PRS
292
Pinkerton Retirement Specialists
Idaho
– – -21 Closed
SC
293
Scotia Capital
Ontario, Canada
– – – –
FMA
294
FNY Managed Accounts
New York
– – – –
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
– – – –
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