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Lazard
LAZ

Overview Fund Activity

217 hedge funds and large institutions have $4.57B invested in Lazard in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 82 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
+22
Holders Change %
+11.28%
% of All Funds
6.3%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
45
Increased
66
Reduced
82
Closed
22
Calls
$9.92M
Puts
$7.31M
Net Calls
+$2.61M
Net Calls Change
-$2.92M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$90M
2
Citigroup
2
Citigroup
New York
$62.2M
3
Bank of America
3
Bank of America
North Carolina
$62.7M
4
WCM Investment Management
4
WCM Investment Management
California
$93.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$105M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$15.7M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$109M
3
WHG
3
Westwood Holdings Group
Texas
$1.57M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$347M
5
Calamos Advisors
5
Calamos Advisors
Illinois
$6.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$41.8M 922,575 +136,893 +17%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$40.7M 898,040 +125,200 +16%
O
28
OppenheimerFunds
New York
$39.7M 875,526 -31,180 -3%
PC
29
Polar Capital
United Kingdom
$39.1M 862,216 +264,860 +44%
ClearBridge Investments
30
ClearBridge Investments
New York
$38.4M 846,796 +7,803 +0.9%
MAMU
31
Marathon Asset Management (UK)
United Kingdom
$37.5M 826,896 -101,933 -11%
BFA
32
BlackRock Fund Advisors
California
$36.5M 806,357 +17,584 +2%
TA
33
Teachers Advisors
New York
$36.2M 798,177 +58,088 +8%
EVM
34
Eaton Vance Management
Massachusetts
$31.4M 691,940 -5,957 -0.9%
Invesco
35
Invesco
Georgia
$30.2M 666,534 +167,358 +34%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$24.1M 531,066 +13,673 +3%
PA
37
Pinnacle Associates
New York
$23.4M 515,458 -17,025 -3%
CCM
38
Channing Capital Management
Illinois
$21.6M 477,388 +6,063 +1%
CIP
39
Chartwell Investment Partners
Pennsylvania
$21.1M 465,780 +7,165 +2%
PIM
40
Perkins Investment Management
Illinois
$20.1M 443,362 -405,763 -48%
HCS
41
Harvest Capital Strategies
California
$19.7M 435,000 -125,000 -22%
TCIM
42
TIAA CREF Investment Management
New York
$18.9M 416,874 -10,029 -2%
TAM
43
Todd Asset Management
Kentucky
$18.7M 411,675 +86,077 +26%
TRSOTSOK
44
Teachers Retirement System of the State of Kentucky
Kentucky
$18.3M 403,000 +82,000 +26%
MCM
45
Maltese Capital Management
New York
$17.4M 384,100 -52,300 -12%
CIC
46
Chilton Investment Company
Connecticut
$17.1M 377,308 +115,836 +44%
CS
47
Credit Suisse
Switzerland
$15.7M 345,790 -1,078,422 -76%
Ameriprise
48
Ameriprise
Minnesota
$15.3M 337,483 -151,924 -31%
RIM
49
Rainier Investment Management
Washington
$14.3M 315,940 +315,940 New
UOC
50
UBS O'Connor
Illinois
$13.2M 290,657 +290,657 New
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