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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.

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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$23.7M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$54.4M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
$0
4
GTP
Global Thematic Partners
New York
$39.7M
5
AI
Ariel Investments
Illinois
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$1.52M +$1.52M +32,318 New
IRF
127
IBM Retirement Fund
New York
$1.49M -$838K -17,586 -36%
Robeco Institutional Asset Management
128
Robeco Institutional Asset Management
Netherlands
$1.41M – – –
MA
129
MUFG Americas
New York
$1.4M +$264K +5,616 +23%
AIG
130
American International Group
New York
$1.39M +$1.15M +24,380 +466%
SAG
131
Sterne Agee Group
Alabama
$1.38M +$689K +14,627 +100%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$1.19M -$370K -7,864 -24%
WT
133
Wilmington Trust
Delaware
$1.19M +$1.19M +25,277 New
BA
134
Boston Advisors
Massachusetts
$1.17M -$14.1K -300 -1%
BSWMG
135
Barrington Strategic Wealth Management Group
Illinois
$1.15M +$8.29K +176 +0.7%
CCM
136
Cadence Capital Management
Massachusetts
$1.11M -$215K -4,562 -16%
SSB
137
Sandy Spring Bank
Maryland
$1.09M +$294K +6,250 +37%
URS
138
Utah Retirement Systems
Utah
$1.08M +$9.42K +200 +0.9%
NCCM
139
Nine Chapters Capital Management
New Jersey
$1.07M +$1.07M +22,800 New
BWAM
140
Boyd Watterson Asset Management
Ohio
$1.01M -$11.4K -243 -1%
EAM
141
Evanson Asset Management
California
$981K – – –
SI
142
Stephens Inc
Arkansas
$968K +$288K +6,118 +42%
IMS
143
Index Management Solutions
Pennsylvania
$947K +$947K +20,103 New
GMIM
144
General Motors Investment Management
New York
$918K +$918K +19,504 New
PI
145
PineBridge Investments
New York
$912K +$912K +19,375 New
Dimensional Fund Advisors
146
Dimensional Fund Advisors
Texas
$907K -$4.71K -100 -0.5%
FCFC
147
First Commonwealth Financial Corp
Pennsylvania
$851K +$49.4K +1,050 +6%
LPL Financial
148
LPL Financial
California
$773K +$390K +8,282 +102%
OC
149
Oppenheimer & Co
New York
$772K +$772K +16,390 New
WTNA
150
Wilmington Trust National Association
Delaware
$769K +$426K +9,043 +124%
4 5
6
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