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Lazard
LAZ

Overview Fund Activity

195 hedge funds and large institutions have $3.6B invested in Lazard in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 31 closing their positions.

Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
6.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
31
Increased
71
Reduced
69
Closed
31
Calls
$10.4M
Puts
$4.83M
Net Calls
+$5.53M
Net Calls Change
+$3.73M

Top Buyers

1
N
1
Natixis
France
$252M
2
CS
2
Credit Suisse
Switzerland
$51.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$64.7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$302M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$18.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$106M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$0
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$123M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
AIM
5
abrdn Investment Management
United Kingdom
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$31.3M 868,059 +44,295 +5%
PIM
27
Perkins Investment Management
Illinois
$30.6M 849,125 +68,200 +9%
ClearBridge Investments
28
ClearBridge Investments
New York
$30.2M 838,993 +551 +0.1%
BFA
29
BlackRock Fund Advisors
California
$28.4M 788,773 +21,736 +3%
WHG
30
Westwood Holdings Group
Texas
$28.4M 787,112 -365,686 -32%
Morgan Stanley
31
Morgan Stanley
New York
$28.3M 785,682 -203,080 -21%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$27.8M 772,840 +8,100 +1%
TA
33
Teachers Advisors
New York
$26.7M 740,089 +39,757 +6%
EVM
34
Eaton Vance Management
Massachusetts
$25.1M 697,897 -47,134 -6%
HCS
35
Harvest Capital Strategies
California
$20.2M 560,000 +85,000 +18%
Calamos Advisors
36
Calamos Advisors
Illinois
$20.1M 558,015 -21,125 -4%
PA
37
Pinnacle Associates
New York
$19.2M 532,483 +14,224 +3%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$18.6M 517,393 +141,302 +38%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$18.3M 508,110 +508,110 New
Invesco
40
Invesco
Georgia
$18M 499,176 +101,207 +25%
Ameriprise
41
Ameriprise
Minnesota
$17.6M 489,407 -27,755 -5%
CCM
42
Channing Capital Management
Illinois
$17M 471,325 -986 -0.2%
CIP
43
Chartwell Investment Partners
Pennsylvania
$16.5M 458,615 +234,075 +104%
MCM
44
Maltese Capital Management
New York
$15.7M 436,400 +116,400 +36%
TCIM
45
TIAA CREF Investment Management
New York
$15.4M 426,903 +95,568 +29%
TAM
46
Tocqueville Asset Management
New York
$14.2M 394,048 +125,540 +47%
Citigroup
47
Citigroup
New York
$14.2M 393,536 +371,433 +1,680%
TAM
48
Todd Asset Management
Kentucky
$11.7M 325,598 +206 +0.1%
TRSOTSOK
49
Teachers Retirement System of the State of Kentucky
Kentucky
$11.6M 321,000 – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
$11M 306,071 -104,035 -25%
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