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Lazard
LAZ

Overview Fund Activity

290 hedge funds and large institutions have $5.79B invested in Lazard in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+4
Holders Change %
+1.4%
% of All Funds
7.82%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
38
Increased
115
Reduced
103
Closed
32
Calls
$43.9M
Puts
$12.3M
Net Calls
+$31.6M
Net Calls Change
+$30.9M

Top Buyers

1
HL
Harding Loevner
New Jersey
$177M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$107M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236M
4
WCM Investment Management
WCM Investment Management
California
$250M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$51.5M

Top Sellers

1
AIM
Artemis Investment Management
United Kingdom
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$226M
3
Deutsche Bank
Deutsche Bank
Germany
$66.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.15M
5
GTP
Global Thematic Partners
New York
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
126
Webster Bank
Connecticut
$3.36M +$155K +2,755 +5%
PPA
127
Parametric Portfolio Associates
Washington
$3.28M -$64.7K -1,150 -2%
FWCM
128
Ferguson Wellman Capital Management
Oregon
$3.22M +$3.22M +57,180 New
WT
129
Whittier Trust
California
$3.18M +$3.06M +54,486 +2,585%
RAM
130
Ramsey Asset Management
Virginia
$3.09M – – –
EA
131
Emerald Advisers
Pennsylvania
$3.08M +$1.07M +18,990 +53%
ATIA
132
American Trust Investment Advisors
New Hampshire
$3.01M -$19.7K -351 -0.7%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$3.01M -$349K -6,202 -10%
FA
134
Financial Advantage
Maryland
$2.86M -$1.59M -28,192 -36%
EAM
135
Eagle Asset Management
Florida
$2.8M +$2.8M +49,780 New
BCM
136
BTC Capital Management
Iowa
$2.72M +$24.1K +429 +0.9%
SW
137
SVB Wealth
Massachusetts
$2.67M +$1.41K +25 +0.1%
CIBC World Market
138
CIBC World Market
Ontario, Canada
$2.6M +$979K +17,410 +60%
ACI
139
AMP Capital Investors
Australia
$2.59M – – –
Robeco Institutional Asset Management
140
Robeco Institutional Asset Management
Netherlands
$2.59M +$1.46M +26,000 +130%
PI
141
PineBridge Investments
New York
$2.58M -$1.6M -28,480 -38%
OC
142
Oppenheimer & Co
New York
$2.49M -$69.4K -1,234 -3%
SEI Investments
143
SEI Investments
Pennsylvania
$2.35M -$757K -13,456 -24%
MPAM
144
Murphy Pohlad Asset Management
Minnesota
$2.31M -$121K -2,145 -5%
CIC
145
Carnegie Investment Counsel
Ohio
$2.26M -$33.6K -597 -1%
DDPIC
146
Deroy & Devereaux Private Investment Counsel
Michigan
$2.19M -$384K -6,832 -15%
GCP
147
GSA Capital Partners
United Kingdom
$2.17M -$180K -3,200 -8%
CCM
148
Cupps Capital Management
Illinois
$2.16M +$1.15M +20,435 +114%
TCM
149
Tradition Capital Management
New Jersey
$2.15M +$48.4K +860 +2%
NIS
150
National Investment Services
Wisconsin
$2.13M +$2.13M +37,927 New
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