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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
Wellington Management Group
101
Wellington Management Group
Massachusetts
$2.93M -$1.99M -46,108 -42%
CA
102
Callahan Advisors
Texas
$2.85M +$499K +11,583 +23%
NEI
103
Northwest & Ethical Investments
Ontario, Canada
$2.82M +$155K +3,588 +6%
EAM
104
Eagle Asset Management
Florida
$2.77M -$1.37M -31,794 -35%
SGAM
105
Steinberg Global Asset Management
Florida
$2.63M -$147K -3,417 -6%
CS
106
Credit Suisse
Switzerland
$2.55M +$940K +21,791 +65%
GHCM
107
Glen Harbor Capital Management
California
$2.45M +$2.29M +53,176 New
GCP
108
GSA Capital Partners
United Kingdom
$2.4M -$362K -8,399 -14%
B
109
Barings
North Carolina
$2.37M +$1.11M +25,800 +100%
Robeco Institutional Asset Management
110
Robeco Institutional Asset Management
Netherlands
$2.3M +$647K +15,000 +43%
NA
111
Navellier & Associates
Nevada
$2.19M +$244K +5,661 +13%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$2.13M +$1.4M +32,503 +237%
MCIM
113
Meadow Creek Investment Management
Georgia
$2.01M +$1.89M +43,792 New
GG
114
Gofen & Glossberg
Illinois
$1.98M -$149K -3,453 -7%
Renaissance Technologies
115
Renaissance Technologies
New York
$1.97M -$18.4M -426,700 -91%
EA
116
Emerald Advisers
Pennsylvania
$1.95M -$1.42K -33 -0.1%
BSWMG
117
Barrington Strategic Wealth Management Group
Illinois
$1.94M -$6.25K -145 -0.3%
MM
118
Midas Management
New York
$1.91M – – –
TG
119
TCW Group
California
$1.9M +$1.78M +41,370 New
Legal & General Group
120
Legal & General Group
United Kingdom
$1.88M +$1.28M +29,658 +266%
PPA
121
Parametric Portfolio Associates
Washington
$1.83M +$590K +13,691 +52%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$1.8M -$52.6K -1,220 -3%
GC
123
Guggenheim Capital
Illinois
$1.76M -$1.04M -24,142 -39%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$1.73M -$82.4K -1,911 -5%
NG
125
NatWest Group
United Kingdom
$1.69M -$224K -5,200 -12%
3 4
5
6 7

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.