LAZ icon

Lazard
LAZ

Overview Fund Activity

195 hedge funds and large institutions have $3.6B invested in Lazard in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 31 closing their positions.

Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
6.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
31
Increased
71
Reduced
69
Closed
31
Calls
$10.4M
Puts
$4.83M
Net Calls
+$5.53M
Net Calls Change
+$3.73M

Top Buyers

1
N
1
Natixis
France
$252M
2
CS
2
Credit Suisse
Switzerland
$51.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$64.7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$302M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$18.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$106M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$0
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$123M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
AIM
5
abrdn Investment Management
United Kingdom
$202M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
101
Waverton Investment Management
United Kingdom
$1.75M 48,705 -4,880 -9%
U
102
UBS
Switzerland
$1.7M 47,286 -5,911 -11%
AAMU
103
Amundi Asset Management US
Massachusetts
$1.66M 46,000 – –
BIM
104
BlackRock Investment Management
Delaware
$1.6M 44,418 +776 +2%
BMM
105
Buffington Mohr McNeal
Idaho
$1.56M 43,280 +155 +0.4%
SM
106
Seminole Management
New York
$1.51M 41,900 +14,700 +54%
JC
107
JBF Capital
Colorado
$1.43M 39,806 – –
GC
108
GMT Capital
Georgia
$1.36M 37,700 +37,700 New
YMRC
109
Yorktown Management & Research Company
Virginia
$1.33M 37,000 +30,500 +469%
UAS
110
United Asset Strategies
New York
$1.3M 36,008 -4,067 -10%
Robeco Institutional Asset Management
111
Robeco Institutional Asset Management
Netherlands
$1.26M 35,000 +7,500 +27%
Macquarie Group
112
Macquarie Group
Australia
$1.2M 33,217 -12,772 -28%
Dimensional Fund Advisors
113
Dimensional Fund Advisors
Texas
$1.15M 31,803 -73,263 -70%
CCM
114
Cadence Capital Management
Massachusetts
$1.14M 31,580 +31,580 New
HCA
115
Horan Capital Advisors
Ohio
$1.12M 31,010 +990 +3%
BA
116
Boston Advisors
Massachusetts
$923K 25,625 -200 -0.8%
MA
117
MUFG Americas
New York
$889K 24,675 -127,225 -84%
BSWMG
118
Barrington Strategic Wealth Management Group
Illinois
$866K 24,033 +125 +0.5%
BWAM
119
Boyd Watterson Asset Management
Ohio
$849K 23,563 +449 +2%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$821K 22,790 +2,590 +13%
URS
121
Utah Retirement Systems
Utah
$819K 22,739 -200 -0.9%
BF
122
BOK Financial
Oklahoma
$791K 21,975 +9,401 +75%
CBOA
123
Commonwealth Bank of Australia
Australia
$773K 21,480 -28,335 -57%
Geode Capital Management
124
Geode Capital Management
Massachusetts
$691K 19,170 +1,483 +8%
PI
125
Placemark Investments
Illinois
$688K 19,075 +196 +1%
3 4
5
6 7