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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
OC
101
Oppenheimer & Co
New York
$1.45M +$14K +370 +1%
Stifel Financial
102
Stifel Financial
Missouri
$1.45M -$803K -21,251 -37%
TC
103
Telemus Capital
Michigan
$1.44M -$29.1K -770 -2%
AFM
104
Abbot Financial Management
Massachusetts
$1.39M -$102K -2,700 -7%
SA
105
Sicart Associates
New York
$1.36M – – –
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$1.23M +$108K +2,866 +10%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$1.22M +$745K +19,728 +182%
BAM
108
Blueshift Asset Management
New Jersey
$1.19M +$1.12M +29,725 New
VOYA Investment Management
109
VOYA Investment Management
Georgia
$1.18M -$7.37K -195 -0.7%
Ameriprise
110
Ameriprise
Minnesota
$1.12M +$39K +1,032 +4%
MCP
111
Mirador Capital Partners
California
$1.05M +$21.8K +577 +2%
SG Americas Securities
112
SG Americas Securities
New York
$1.03M +$800K +21,180 +448%
EAM
113
Evanson Asset Management
California
$1.03M +$11.8K +313 +1%
MCM
114
Mork Capital Management
California
$983K +$929K +24,600 New
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$982K -$8.31K -220 -0.9%
AB
116
Amalgamated Bank
New York
$980K +$36.8K +973 +4%
CG
117
Colony Group
Massachusetts
$925K -$125K -3,311 -13%
XK
118
Xact Kapitalforvaltning
Sweden
$883K – – –
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$865K +$1.06K +28 +0.1%
HIMCH
120
Hartford Investment Management Co (HIMCO)
Connecticut
$861K +$642 +17 +0.1%
CIBC World Market
121
CIBC World Market
Ontario, Canada
$847K -$28.5K -755 -3%
AF
122
AMG Funds
Connecticut
$829K -$92K -2,436 -11%
Squarepoint
123
Squarepoint
New York
$825K +$168K +4,442 +27%
YMRC
124
Yorktown Management & Research Company
Virginia
$799K – – –
URS
125
Utah Retirement Systems
Utah
$777K -$7.55K -200 -1%
3 4
5
6 7

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.