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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 %
AA
301
ALPS Advisors
Colorado
– -$598K -10,627 Closed
USAA
302
United Services Automobile Association
Texas
– -$467K -8,300 Closed
WSCM
303
Wellington Shields Capital Management
New York
– -$427K -7,600 Closed
FA
304
FDx Advisors
Illinois
– -$371K -6,757 Closed
Commonwealth Equity Services
305
Commonwealth Equity Services
Massachusetts
– -$331K -5,891 Closed
CG
306
Colony Group
Massachusetts
– -$272K -4,837 Closed
HCA
307
Harbour Capital Advisors
Virginia
– -$269K -4,788 Closed
WB
308
WesBanco Bank
West Virginia
– -$259K -4,600 Closed
VFS
309
VSR Financial Services
Kansas
– -$236K -4,200 Closed
GI
310
GAMCO Investors
Connecticut
– -$236K -4,200 Closed
KAM
311
Keeley Asset Management
Illinois
– -$228K -4,052 Closed
FCBT
312
First Citizens Bank & Trust
North Carolina
– -$220K -3,920 Closed
ACP
313
Ashfield Capital Partners
California
– -$218K -3,875 Closed
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
– -$209K -3,720 Closed
CCS
315
Crosspoint Capital Strategies
California
– -$190K -3,382 Closed
RP
316
Raiff Partners
New York
– -$169K -3,000 Closed
AP
317
Advisors Preferred
Maryland
– -$44K -784 Closed
WTB
318
Washington Trust Bank
Washington
– -$27K -475 Closed
AGM
319
Alpine Global Management
New York
– -$22K -400 Closed
Parallax Volatility Advisers
320
Parallax Volatility Advisers
California
– -$16K -291 Closed
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