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Lazard
LAZ

Overview Fund Activity

243 hedge funds and large institutions have $4.85B invested in Lazard in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
243
Holders Change
+26
Holders Change %
+11.98%
% of All Funds
7.02%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
46
Increased
94
Reduced
69
Closed
18
Calls
$7.89M
Puts
$10.6M
Net Calls
-$2.66M
Net Calls Change
-$5.27M

Top Buyers

1
AIM
1
abrdn Investment Management
United Kingdom
$318M
2
State Street
2
State Street
Massachusetts
$106M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$138M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$143M
5
LPLP
5
Lansdowne Partners Limited Partnership
United Kingdom
$24.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$23.7M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$54.4M
3
MAMU
3
Marathon Asset Management (UK)
United Kingdom
$0
4
GTP
4
Global Thematic Partners
New York
$39.7M
5
AI
5
Ariel Investments
Illinois
$295M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
101
Parametric Portfolio Associates
Washington
$3.37M 71,464 -9,990 -12%
BAAM
102
Baker Avenue Asset Management
California
$3.35M 71,174 +8,668 +14%
CIBC World Market
103
CIBC World Market
Ontario, Canada
$3.35M 71,075 -884 -1%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$3.14M 66,648 +505 +0.8%
RIM
105
Ranger Investment Management
Texas
$3M 63,745 +18,671 +41%
DDPIC
106
Deroy & Devereaux Private Investment Counsel
Michigan
$2.97M 63,080 -11,285 -15%
Prudential Financial
107
Prudential Financial
New Jersey
$2.66M 56,395 +15,300 +37%
RAM
108
Ramsey Asset Management
Virginia
$2.59M 54,900 – –
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$2.55M 54,217 +51,833 +2,174%
UAS
110
United Asset Strategies
New York
$2.5M 53,159 +17,833 +50%
WCBA
111
Weaver C. Barksdale & Associates
Tennessee
$2.5M 53,100 +53,100 New
GG
112
Gofen & Glossberg
Illinois
$2.47M 54,875 -200 -0.4%
GL
113
GLG LLC
New York
$2.35M 50,000 +50,000 New
MPAM
114
Murphy Pohlad Asset Management
Minnesota
$2.27M 48,235 -1,345 -3%
Barclays
115
Barclays
United Kingdom
$2.19M 46,511 +42,157 +968%
AAMU
116
Amundi Asset Management US
Massachusetts
$2.17M 46,000 – –
BIM
117
BlackRock Investment Management
Delaware
$2.14M 45,380 +1,755 +4%
Principal Financial Group
118
Principal Financial Group
Iowa
$2.02M 42,815 +28,248 +194%
YMRC
119
Yorktown Management & Research Company
Virginia
$2M 42,500 – –
MPAM
120
Monarch Partners Asset Management
Massachusetts
$1.79M 38,015 -4,525 -11%
Federated Hermes
121
Federated Hermes
Pennsylvania
$1.72M 36,487 +36,487 New
HCA
122
Horan Capital Advisors
Ohio
$1.66M 35,256 +3,460 +11%
WHG
123
Westwood Holdings Group
Texas
$1.63M 34,600 – –
STC
124
SEI Trust Company
Pennsylvania
$1.6M 34,040 +9,540 +39%
WIM
125
Waverton Investment Management
United Kingdom
$1.55M 32,950 – –
3 4
5
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