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Lazard
LAZ

Overview Fund Activity

289 hedge funds and large institutions have $4.37B invested in Lazard in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+6
Holders Change %
+2.12%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
38
Increased
105
Reduced
104
Closed
29
Calls
$24.8M
Puts
$11.9M
Net Calls
+$13M
Net Calls Change
+$14.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$49.6M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$138M
3
Principal Financial Group
Principal Financial Group
Iowa
$43.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$33.4M
5
Wells Fargo
Wells Fargo
California
$28.7M

Top Sellers

1
BHG
Blue Harbour Group
Connecticut
$20.2M
2
HI
Honeywell International
North Carolina
$0
3
VFA
Virtus Fund Advisers
Connecticut
$26.3M
4
EVM
Eaton Vance Management
Massachusetts
$23.7M
5
IGIM
I.G. Investment Management
Manitoba, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
276
Shine Investment Advisory Services
Colorado
$17K – – –
CAW
277
Cornerstone Advisors (Washington)
Washington
$14K – – –
BL
278
Balentine LLC
Georgia
$14K – – –
WEC
279
Winslow Evans & Crocker
Massachusetts
$11.3K +$11.3K +250 New
HR
280
Howe & Rusling
New York
$9K -$9K – –
EWM
281
Edge Wealth Management
New York
$9K +$9K +200 New
NFG
282
Next Financial Group
Texas
$8K -$4.68K -100 -37%
WTC
283
WhitTier Trust Company
Nevada
$7K – – –
GWS
284
Glassman Wealth Services
Virginia
$7K – – –
PA
285
Parallel Advisors
California
$5K -$1.68K -32 -25%
VIA
286
Vantage Investment Advisors
Pennsylvania
$5K +$48 +1 +1%
AFNAS
287
American Financial Network Advisory Services
California
$5K +$5K +100 New
MCIA
288
Mountain Capital Investment Advisors
Colorado
$4K -$260K -5,322 -98%
BTIS
289
BB&T Investment Services
North Carolina
$2K +$2K +46 New
PCP
290
Proficio Capital Partners
Massachusetts
$1K -$9.82K -265 -91%
WAP
291
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +28 New
Walleye Trading
292
Walleye Trading
New York
$443 +$443 +9,800 New
HI
293
Honeywell International
North Carolina
– -$22.3M -480,484 Closed
IGIM
294
I.G. Investment Management
Manitoba, Canada
– -$12.7M -273,073 Closed
3C
295
361 Capital
Colorado
– -$3.93M -84,840 Closed
BPM
296
Bowling Portfolio Management
Ohio
– -$3.92M -84,592 Closed
AU
297
Algebris (UK)
United Kingdom
– -$3.89M -84,050 Closed
PL
298
Perpetual Ltd
Australia
– -$3.8M -82,113 Closed
Susquehanna International Group
299
Susquehanna International Group
Pennsylvania
– -$2.74M -59,238 Closed
Wellington Management Group
300
Wellington Management Group
Massachusetts
– -$2.45M -52,822 Closed
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