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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
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$6.31M +$434K +10,064 +8%
Fiera Capital (Canada)
77
Fiera Capital (Canada)
Quebec, Canada
$6M +$5.63M +130,577 New
CCM
78
Copeland Capital Management
Pennsylvania
$5.95M -$47.9K -1,111 -0.8%
VCAM
79
Van Cleef Asset Management
Ohio
$5.67M +$73.5K +1,705 +1%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$5.35M -$1.74M -40,375 -26%
LSC
81
Lesa Sroufe & Co
Washington
$5.33M -$62.7K -1,454 -1%
BHTS
82
Bar Harbor Trust Services
Maine
$5.27M +$4.94M +114,630 New
RJFSA
83
Raymond James Financial Services Advisors
Florida
$4.97M -$1.62M -37,504 -26%
NIPH
84
NN Investment Partners Holdings
Netherlands
$4.73M +$2.34M +54,231 +111%
Citigroup
85
Citigroup
New York
$4.6M +$2.83M +65,524 +189%
PCM
86
Palisade Capital Management
New Jersey
$4.44M +$65.5K +1,520 +2%
OPCM
87
Osborne Partners Capital Management
California
$4.28M -$110K -2,549 -3%
Bank of America
88
Bank of America
North Carolina
$4.17M -$2.71M -62,933 -41%
GIM
89
Groesbeck Investment Management
New Jersey
$4.09M – – –
OC
90
Oppenheimer & Co
New York
$3.95M -$733K -17,008 -17%
SFA
91
Sequoia Financial Advisors
Ohio
$3.73M +$3.5M +81,196 New
PL
92
Perpetual Ltd
Australia
$3.66M +$3.54M +82,113 New
HCA
93
Horan Capital Advisors
Ohio
$3.62M -$33.8K -785 -1%
Hudson Bay Capital Management
94
Hudson Bay Capital Management
Connecticut
$3.45M +$3.23M +75,000 New
EMR
95
Errol M. Rudman
$3.35M -$216K -5,000 -6%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$3.32M -$4.83M -111,958 -61%
AOWM
97
Alpha Omega Wealth Management
Virginia
$3.31M +$3.32K +77 +0.1%
MC
98
MRJ Capital
New York
$3.27M +$677K +15,700 +28%
MPAM
99
Murphy Pohlad Asset Management
Minnesota
$3.24M -$25.2K -585 -0.8%
MPM
100
Meritage Portfolio Management
Kansas
$3.2M -$238K -5,525 -7%
2 3
4
5 6

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.