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Lazard
LAZ

284 hedge funds and large institutions have $4.41B invested in Lazard in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 85 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $45.5M | Put options by funds: $12M

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more capital invested

Capital invested by funds: $3.74B → $4.41B (+$666M)

5% more funds holding

Funds holding: 271 → 284 (+13)

3.69% more ownership

Funds ownership: 70.16% → 73.86% (+3.7%)

26% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 115

Holders
284
Holders Change
+13
Holders Change %
+4.8%
% of All Funds
7.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
49
Increased
85
Reduced
115
Closed
31
Calls
$45.5M
Puts
$12M
Net Calls
+$33.5M
Net Calls Change
-$10.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$327M
2
WBC
Westpac Banking Corp
Australia
+$97.1M
3
AL
AJO LP
Pennsylvania
+$53.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$27.7M
5
Barclays
Barclays
United Kingdom
+$25.4M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$58.3M
2
VFA
Virtus Fund Advisers
Connecticut
-$40.1M
3
Franklin Resources
Franklin Resources
California
-$35.3M
4
SO
STRS Ohio
Ohio
-$25.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$46M +$15.7M +364,009 +57%
HP
27
Hosking Partners
United Kingdom
$45.7M +$3.82M +88,643 +10%
CWAM
28
Columbia Wanger Asset Management
Illinois
$44M -$58.3M -1,353,025 -59%
GTP
29
Global Thematic Partners
New York
$41.8M -$9.52M -220,710 -20%
Invesco
30
Invesco
Georgia
$40.7M +$23.8M +551,972 +165%
TA
31
Teachers Advisors
New York
$39M +$1.58M +36,628 +5%
VFA
32
Virtus Fund Advisers
Connecticut
$37.1M -$40.1M -930,400 -54%
DK
33
Darrell & King
Virginia
$32M +$553K +12,830 +2%
TCIM
34
TIAA CREF Investment Management
New York
$31.6M -$4.77M -110,594 -14%
M&T Bank
35
M&T Bank
New York
$31.4M +$4.51M +104,661 +18%
Charles Schwab
36
Charles Schwab
California
$29.5M +$2.17M +50,274 +9%
Barclays
37
Barclays
United Kingdom
$29.2M +$25.4M +588,144 +1,273%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$29.1M -$1.49M -34,622 -5%
Northern Trust
39
Northern Trust
Illinois
$26.3M +$848K +19,660 +4%
HI
40
Honeywell International
North Carolina
$25.7M -$190K -4,400 -0.8%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$25.1M -$23.5M -544,600 -50%
RAM
42
RWC Asset Management
United Kingdom
$24.3M +$8.78M +203,691 +63%
LSV Asset Management
43
LSV Asset Management
Illinois
$23.9M +$10.6M +245,200 +89%
TAM
44
Tocqueville Asset Management
New York
$22.8M -$529K -12,270 -2%
CCMH
45
Cornerstone Capital Management Holdings
New York
$22.3M -$2.95M -68,524 -12%
AII
46
AGF Investments Inc
Ontario, Canada
$21.3M -$590K -13,683 -3%
Prudential Financial
47
Prudential Financial
New Jersey
$19.3M -$2.47M -57,291 -12%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$18.5M -$242K -5,606 -1%
NFA
49
Nationwide Fund Advisors
Ohio
$18.3M -$145K -3,371 -0.8%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$17M +$1.66M +38,499 +12%
1
2
3 4 5

LAZ Hedge Fund Activity: Q1 2017 in Review

284 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q1 2017, worth a combined $4.41B — up 18% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new LAZ positions and 31 closed out — a net gain of 18 holders — while 85 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $327M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $58.3M.

  • 284 institutional investors held Lazard (LAZ) as of Q1 2017, up from 271 in Q4 2016.
  • Funds reported $4.41B of Lazard stock for Q1 2017, up 18% quarter-over-quarter.
  • 49 funds opened new Lazard positions in Q1 2017 and 31 closed out, a net change of +18 holders.
  • The largest Lazard buyer in Q1 2017 was BlackRock, an estimated $327M added.
  • The largest Lazard seller in Q1 2017 was Columbia Wanger Asset Management, an estimated $58.3M sold.

Based on aggregated 13F filings for Q1 2017.