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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 %
JAM
76
Jupiter Asset Management
United Kingdom
$4.99M 110,000 +110,000 New
EMR
77
Errol M. Rudman
$4.84M 106,676 -16,000 -13%
FA
78
Financial Advantage
Maryland
$4.79M 105,634 +648 +0.6%
VCAM
79
Van Cleef Asset Management
Ohio
$4.78M 105,356 +1,696 +2%
Wells Fargo
80
Wells Fargo
California
$4.69M 103,377 +13,383 +15%
GA
81
Geneva Advisors
Illinois
$4.65M 102,572 +11,637 +13%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$4.5M 99,176 -9,868 -9%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$4.15M 91,488 -2,710 -3%
ACI
84
AMP Capital Investors
Australia
$4.12M 91,400 -38,900 -30%
BTS
85
BB&T Securities
Virginia
$4.03M 8,885 +8,885 New
U
86
UBS
Switzerland
$3.94M 86,834 +39,548 +84%
RJA
87
Raymond James & Associates
Florida
$3.76M 82,858 +19,091 +30%
PPA
88
Parametric Portfolio Associates
Washington
$3.69M 81,454 -37,422 -31%
BIT
89
BlackRock Institutional Trust
California
$3.67M 81,025 – –
NEI
90
Northwest & Ethical Investments
Ontario, Canada
$3.48M 76,800 – –
DDPIC
91
Deroy & Devereaux Private Investment Counsel
Michigan
$3.37M 74,365 -2,575 -3%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$3.26M 71,959 +71,959 New
FMT
93
First Mercantile Trust
Tennessee
$3.12M 68,839 -9,475 -12%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$3M 66,143 -1,207 -2%
Charles Schwab
95
Charles Schwab
California
$2.94M 64,784 +2,177 +3%
First Trust Advisors
96
First Trust Advisors
Illinois
$2.85M 62,938 +62,938 New
BAAM
97
Baker Avenue Asset Management
California
$2.83M 62,506 +62,506 New
GG
98
Gofen & Glossberg
Illinois
$2.5M 55,075 -150 -0.3%
RAM
99
Ramsey Asset Management
Virginia
$2.49M 54,900 – –
SM
100
Seminole Management
New York
$2.3M 50,703 +8,803 +21%
2 3
4
5 6