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Lazard
LAZ

Overview Fund Activity

286 hedge funds and large institutions have $5B invested in Lazard in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+5
Holders Change %
+1.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.17%
New
38
Increased
121
Reduced
95
Closed
29
Calls
$6.21M
Puts
$10.4M
Net Calls
-$4.24M
Net Calls Change
-$3.32M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$235M
2
AIM
2
abrdn Investment Management
United Kingdom
$417M
3
Invesco
3
Invesco
Georgia
$85.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$216M
5
TCIM
5
TIAA CREF Investment Management
New York
$91.1M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$1.38M
2
TFM
2
Trian Fund Management
New York
$252M
3
Deutsche Bank
3
Deutsche Bank
Germany
$94.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$34.8M
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$17.8M -$22.8M -449,607 -56%
QI
52
QS Investors
New York
$17.7M +$13.8M +272,620 +355%
PCM
53
Palisade Capital Management
New Jersey
$17.5M +$2.22M +43,790 +15%
U
54
UBS
Switzerland
$17.3M +$4.53M +89,427 +35%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$16.8M -$1.6M -31,600 -9%
NFA
56
Nationwide Fund Advisors
Ohio
$16.5M -$3.57M -70,473 -18%
CCM
57
Copeland Capital Management
Pennsylvania
$15.8M +$1.31M +25,886 +9%
Wellington Management Group
58
Wellington Management Group
Massachusetts
$15.3M -$435K -8,584 -3%
RFC
59
Russell Frank Company
Washington
$15.3M +$4.17M +82,184 +38%
Northern Trust
60
Northern Trust
Illinois
$14M -$1.74M -34,239 -11%
Wells Fargo
61
Wells Fargo
California
$13.7M -$1.04M -20,468 -7%
GT
62
Glenmede Trust
Pennsylvania
$13.5M +$8.64M +170,360 +176%
JAM
63
Jupiter Asset Management
United Kingdom
$13.2M -$507K -10,000 -4%
TAM
64
Tocqueville Asset Management
New York
$12.8M -$216K -4,265 -2%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$12.8M +$18.2K +359 +0.1%
ACH
66
ArrowMark Colorado Holdings
Colorado
$12.8M -$3.68M -72,500 -22%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$12.6M +$367K +7,235 +3%
American Century Companies
68
American Century Companies
Missouri
$12.4M -$53.2K -1,050 -0.4%
Prudential Financial
69
Prudential Financial
New Jersey
$12.1M +$7.8M +153,851 +181%
CFB
70
Cullen/Frost Bankers
Texas
$12M +$29.7K +585 +0.2%
BA
71
Boston Advisors
Massachusetts
$11.6M +$6.74M +133,031 +140%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$11.6M +$126K +2,495 +1%
WI
73
Wafra Inc
New York
$11.5M +$7.04M +138,780 +158%
MAM
74
Martingale Asset Management
Massachusetts
$9.62M -$12.7K -250 -0.1%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$9.51M +$3.8M +74,900 +66%
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