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Lazard
LAZ

Overview Fund Activity

320 hedge funds and large institutions have $4.89B invested in Lazard in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 96 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+31
Holders Change %
+10.73%
% of All Funds
7.27%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.2%
New
59
Increased
96
Reduced
116
Closed
24
Calls
$17.1M
Puts
$15.5M
Net Calls
+$1.61M
Net Calls Change
-$11.3M

Top Buyers

1
AL
AJO LP
Pennsylvania
$149M
2
TCIM
TIAA CREF Investment Management
New York
$88.6M
3
Morgan Stanley
Morgan Stanley
New York
$68M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$23M
5
Goldman Sachs
Goldman Sachs
New York
$186M

Top Sellers

1
PG
Pendal Group
Australia
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$90.9M
3
AI
Ariel Investments
Illinois
$252M
4
Barclays
Barclays
United Kingdom
$70.6M
5
VFA
Virtus Fund Advisers
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$4.33M +$3.96M +75,448 +1,070%
GCP
102
GSA Capital Partners
United Kingdom
$4.23M +$767K +14,605 +22%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$4.06M -$1.03M -19,561 -20%
AOWM
104
Alpha Omega Wealth Management
Virginia
$4.01M +$32.3K +616 +0.8%
AII
105
AGF Investments Inc
Ontario, Canada
$3.79M -$12M -229,383 -76%
OAM
106
Oxford Asset Management
United Kingdom
$3.73M +$577K +11,020 +18%
Massachusetts Financial Services
107
Massachusetts Financial Services
Massachusetts
$3.63M +$2.29M +43,561 +170%
RCM
108
Riverhead Capital Management
Delaware
$3.62M +$387K +7,370 +12%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$3.53M -$2.76M -52,500 -44%
MPM
110
Meritage Portfolio Management
Kansas
$3.44M -$64K -1,220 -2%
SGAM
111
Steinberg Global Asset Management
Florida
$3.29M +$71.6K +1,364 +2%
CA
112
Callahan Advisors
Texas
$3.28M +$100K +1,907 +3%
SSWM
113
Sheets Smith Wealth Management
North Carolina
$3.27M +$1.27M +24,275 +64%
Legal & General Group
114
Legal & General Group
United Kingdom
$3.24M +$623K +11,874 +24%
EAM
115
Eagle Asset Management
Florida
$3.15M – – –
MPAM
116
Murphy Pohlad Asset Management
Minnesota
$3.08M -$329K -6,265 -10%
HCG
117
HNA Capital Group
China
$3.08M +$3.08M +58,655 New
NEI
118
Northwest & Ethical Investments
Ontario, Canada
$2.96M -$252K -4,800 -8%
PPA
119
Parametric Portfolio Associates
Washington
$2.95M -$92.9K -1,770 -3%
Allianz Asset Management
120
Allianz Asset Management
Germany
$2.7M -$105K -2,000 -4%
OAC
121
OMERS Administration Corp
Ontario, Canada
$2.68M -$2.28M -43,400 -46%
GMI
122
Greystone Managed Investments
Saskatchewan, Canada
$2.67M +$97.5K +1,856 +4%
PWM
123
Paulson Wealth Management
Illinois
$2.56M +$2.56M +48,762 New
HCA
124
Horan Capital Advisors
Ohio
$2.5M -$153K -2,919 -6%
SFWA
125
Summit Financial Wealth Advisors
Louisiana
$2.5M +$605K +11,514 +32%
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