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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 %
APA
301
American Portfolios Advisors
New York
$19.8K +$98 +2 +0.5%
FWM
302
Focused Wealth Management
New York
$17K +$50 +1 +0.3%
TRCT
303
Tower Research Capital (TRC)
New York
$17K +$17K +350 New
FIB
304
First Interstate Bank
Montana
$17K +$17K +357 New
LJHT
305
Laurie J. Hall Trustee
$15K – – –
CAW
306
Cornerstone Advisors (Washington)
Washington
$15K – – –
WEC
307
Winslow Evans & Crocker
Massachusetts
$14K – – –
CTC
308
Central Trust Company
Missouri
$11K – – –
WF
309
WealthTrust Fairport
Ohio
$10K – – –
EWM
310
Edge Wealth Management
New York
$10K – – –
MCM
311
Mainstay Capital Management
Michigan
$10K +$10K +200 New
HI
312
Hudock Inc
Pennsylvania
$10K +$10K +220 New
SWM
313
SeaCrest Wealth Management
New York
$9K -$4.95K -100 -35%
SPIA
314
Steward Partners Investment Advisory
New York
$9K – – –
WTC
315
WhitTier Trust Company
Nevada
$7K – – –
HR
316
Howe & Rusling
New York
$7K -$7K – –
TAIM
317
TD Ameritrade Investment Management
Nebraska
$7K +$7K +136 New
VIA
318
Vantage Investment Advisors
Pennsylvania
$5K – – –
WT
319
Washington Trust
Rhode Island
$5K +$5K +111 New
PS
320
Portfolio Strategies
New York
$4K – – –
JA
321
JOYN Advisors
Georgia
$3K -$30.5K -569 -91%
GI
322
Gradient Investments
Minnesota
$2K – – –
PCG
323
Private Capital Group
Connecticut
$2K – – –
EARNEST Partners
324
EARNEST Partners
Georgia
$2K – – –
AIS
325
Accurate Investment Solutions
Pennsylvania
$2K +$2K +50 New
11 12
13
14 15