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Lazard
LAZ

Overview Fund Activity

332 hedge funds and large institutions have $4.65B invested in Lazard in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-3
Holders Change %
-0.9%
% of All Funds
7.61%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
49
Increased
107
Reduced
120
Closed
50
Calls
$10.4M
Puts
$9.37M
Net Calls
+$1.06M
Net Calls Change
+$7.45M

Top Buyers

1
PG
Pendal Group
Australia
+$90.2M
2
UBS Group
UBS Group
Switzerland
+$20.9M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$19.6M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$17.7M
5
CS
Credit Suisse
Switzerland
+$17.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$53.3M
2
CIM
Chiron Investment Management
New York
-$24.8M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$24.5M
4
DP
DSAM Partners
United Kingdom
-$19.1M
5
EVM
Eaton Vance Management
Massachusetts
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
276
SG Americas Securities
New York
$130K +$130K +2,664 New
QT
277
Quantbot Technologies
New York
$106K -$1.29M -26,575 -92%
STA
278
Summit Trail Advisors
New York
$97K +$97K +1,987 New
WT
279
Whittier Trust
California
$82K – – –
FHA
280
Flagship Harbor Advisors
Massachusetts
$67K +$67K +1,385 New
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$61K +$5.94K +122 +11%
IA
282
IFP Advisors
Florida
$59K +$29.7K +607 +102%
Envestnet Asset Management
283
Envestnet Asset Management
Illinois
$56K +$4.01K +82 +8%
Parallax Volatility Advisers
284
Parallax Volatility Advisers
California
$53K -$1.01M -20,848 -95%
GBBWRPM
285
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$53K – – –
DAM
286
Delta Asset Management
Tennessee
$49K – – –
GWM
287
Geneos Wealth Management
Colorado
$49K – – –
FAM
288
Fred Alger Management
New York
$48K +$24.2K +496 +101%
Group One Trading
289
Group One Trading
Illinois
$43K +$43K +886 New
AAM
290
Advisors Asset Management
Colorado
$37K +$37K +758 New
SIAS
291
Shine Investment Advisory Services
Colorado
$34K +$2.49K +51 +8%
ST
292
Smithfield Trust
Pennsylvania
$33K – – –
AWA
293
Acorn Wealth Advisors
Michigan
$32K – – –
FGAM
294
Financial Gravity Asset Management
Texas
$31K +$7.7K +152 +33%
ECM
295
Exchange Capital Management
Michigan
$29K +$29K +600 New
BWA
296
BDO Wealth Advisors
Florida
$29K +$29K +600 New
RCAG
297
Rehmann Capital Advisory Group
Michigan
$28K +$3.27K +67 +13%
FMT
298
First Mercantile Trust
Tennessee
$27K +$27K +550 New
CWA
299
Clarus Wealth Advisors
Arizona
$25K +$25K +468 New
First Manhattan
300
First Manhattan
New York
$24K – – –
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