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Lazard
LAZ

245 hedge funds and large institutions have $3.34B invested in Lazard in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $8.94M | Put options by funds: $3.84M

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

12% more capital invested

Capital invested by funds: $2.97B → $3.34B (+$368M)

2% more funds holding

Funds holding: 241 → 245 (+4)

0.1% more ownership

Funds ownership: 79.44% → 79.54% (+0.1%)

31% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 97

Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
4.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
41
Increased
67
Reduced
97
Closed
29
Calls
$8.94M
Puts
$3.84M
Net Calls
+$5.09M
Net Calls Change
+$6.18M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$29.3M
2
Morgan Stanley
Morgan Stanley
New York
+$20.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.6M
5
CS
Credit Suisse
Switzerland
+$11.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$51.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$16.7M
3
AI
Ariel Investments
Illinois
-$16.5M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$16.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
76
MRJ Capital
New York
$3.28M -$7.55K -200 -0.2%
Legal & General Group
77
Legal & General Group
United Kingdom
$3.03M +$259K +6,863 +10%
ARM
78
Adirondack Research & Management
New York
$2.99M +$685K +18,144 +32%
CIC
79
Crawford Investment Counsel
Georgia
$2.8M -$40.4K -1,070 -2%
AllianceBernstein
80
AllianceBernstein
Tennessee
$2.71M +$93.3K +2,470 +4%
M&T Bank
81
M&T Bank
New York
$2.69M -$140K -3,716 -5%
Franklin Resources
82
Franklin Resources
California
$2.59M +$96.4K +2,552 +4%
ANTB
83
AMG National Trust Bank
Colorado
$2.57M -$4.72K -125 -0.2%
VCM
84
Voleon Capital Management
California
$2.48M +$2.34M +62,000 New
HF
85
HRT Financial
New York
$2.27M +$1.53M +40,557 +251%
PWM
86
Paulson Wealth Management
Illinois
$2.16M – – –
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$2.05M -$2.91M -77,000 -60%
Nomura Holdings
88
Nomura Holdings
Japan
$2M +$1.89M +50,000 New
HCM
89
Hudson Capital Management
New Jersey
$1.99M +$108K +2,855 +6%
UBS AM
90
UBS AM
Illinois
$1.85M +$611K +16,171 +54%
EWM
91
Edge Wealth Management
New York
$1.81M +$419K +11,101 +5,551%
MAM
92
Morse Asset Management
Connecticut
$1.67M +$384K +10,175 +32%
WC
93
Winmill & Co
New York
$1.66M – – –
AC
94
Allstate Corporation
Illinois
$1.66M +$1.57M +41,435 New
CA
95
Callahan Advisors
Texas
$1.61M -$194K -5,132 -11%
Macquarie Group
96
Macquarie Group
Australia
$1.58M – – –
GIM
97
Groesbeck Investment Management
New Jersey
$1.56M -$1.13M -30,000 -43%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$1.51M -$173K -4,571 -11%
OSIA
99
O'Shares Investment Advisers
Massachusetts
$1.51M +$18.2K +481 +1%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$1.45M +$374K +9,912 +37%
2 3
4
5 6

LAZ Hedge Fund Activity: Q4 2019 in Review

245 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q4 2019, worth a combined $3.34B — up 12% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new LAZ positions and 29 closed out — a net gain of 12 holders — while 67 added to existing stakes and 97 trimmed.

The largest buyer was Southeastern Asset Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $51.8M.

  • 245 institutional investors held Lazard (LAZ) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $3.34B of Lazard stock for Q4 2019, up 12% quarter-over-quarter.
  • 41 funds opened new Lazard positions in Q4 2019 and 29 closed out, a net change of +12 holders.
  • The largest Lazard buyer in Q4 2019 was Southeastern Asset Management, an estimated $29.3M added.
  • The largest Lazard seller in Q4 2019 was Vanguard Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2019.