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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 %
SCM
301
Sterling Capital Management
North Carolina
– -$2.14M -46,191 Closed
ZIG
302
Zurich Insurance Group
Switzerland
– -$1.39M -29,997 Closed
AR
303
Advisory Research
Illinois
– -$1.26M -27,117 Closed
WIM
304
Waverton Investment Management
United Kingdom
– -$1.16M -25,000 Closed
AIG
305
American International Group
New York
– -$1.15M -24,875 Closed
JG
306
Jefferies Group
New York
– -$641K -13,845 Closed
WCA
307
Waratah Capital Advisors
Ontario, Canada
– -$371K -8,000 Closed
SFS
308
Sowell Financial Services
Arkansas
– -$290K -6,378 Closed
NB
309
Norinchukin Bank
Japan
– -$246K -5,300 Closed
BP
310
Ballentine Partners
Massachusetts
– -$216K -4,501 Closed
PFP
311
Pinnacle Financial Partners
Tennessee
– -$206K -4,435 Closed
DADC
312
D.A. Davidson & Co
Montana
– -$129K -2,802 Closed
PSUF
313
People's United Financial
Connecticut
– -$104K -2,245 Closed
AAM
314
Advisors Asset Management
Colorado
– -$93K -2,015 Closed
AIM
315
Acrospire Investment Management
Illinois
– -$88K -1,900 Closed
EWM
316
Endurance Wealth Management
Rhode Island
– -$46K -1,000 Closed
TSW
317
Thompson Siegel & Walmsley
Virginia
– -$44K -939 Closed
Creative Planning
318
Creative Planning
Kansas
– -$30K -640 Closed
CFA
319
Camarda Financial Advisors
Florida
– -$10K -212 Closed
GI
320
Gradient Investments
Minnesota
– -$2K -42 Closed
Parallax Volatility Advisers
321
Parallax Volatility Advisers
California
– -$1K -22 Closed
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