LAZ icon

Lazard
LAZ

Overview Fund Activity

248 hedge funds and large institutions have $3.25B invested in Lazard in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 99 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
42
Increased
79
Reduced
99
Closed
41
Calls
$60.2M
Puts
$12.5M
Net Calls
+$47.6M
Net Calls Change
+$21M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$41.7M
2
DK
Darrell & King
Virginia
$24.5M
3
EVM
Eaton Vance Management
Massachusetts
$35.9M
4
PA
Pinnacle Associates
New York
$45M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$160M

Top Sellers

1
AIM
abrdn Investment Management
United Kingdom
$58.2M
2
VFA
Virtus Fund Advisers
Connecticut
$89.8M
3
AAMU
Amundi Asset Management US
Massachusetts
$2.08M
4
Vanguard Group
Vanguard Group
Pennsylvania
$352M
5
Two Sigma Investments
Two Sigma Investments
New York
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
126
Silvercrest Asset Management
New York
$1.24M +$294K +8,095 +31%
ACI
127
AMP Capital Investors
Australia
$1.23M +$1.23M +35,000 New
SW
128
SVB Wealth
Massachusetts
$1.21M -$14.7K -404 -1%
PPA
129
Parametric Portfolio Associates
Washington
$1.21M -$16.9K -465 -1%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$1.13M +$104K +2,859 +10%
HJMC
131
Hellman Jordan Management Company
Massachusetts
$1.12M +$362K +9,924 +48%
NSIM
132
North Star Investment Management
Illinois
$1.02M -$36.4K -1,000 -3%
EMR
133
Errol M. Rudman
$1.02M – – –
BSWMG
134
Barrington Strategic Wealth Management Group
Illinois
$1M +$191K +5,250 +24%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$977K +$293K +8,060 +43%
OWD
136
Osborn Williams & Donohoe
Ohio
$962K +$7.56K +208 +0.8%
BF
137
BOK Financial
Oklahoma
$948K +$69K +1,899 +8%
CIC
138
Carnegie Investment Counsel
Ohio
$942K -$60.3K -1,764 -6%
CIBC World Market
139
CIBC World Market
Ontario, Canada
$933K +$45.4K +1,250 +5%
BWAM
140
Boyd Watterson Asset Management
Ohio
$931K +$4.51K +124 +0.5%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$928K +$928K +25,530 New
CCM
142
Cadence Capital Management
Massachusetts
$927K +$176K +4,830 +23%
WIM
143
Waverton Investment Management
United Kingdom
$909K +$909K +25,000 New
MA
144
MUFG Americas
New York
$894K +$185K +5,096 +26%
DC
145
Deere & Company
Illinois
$882K – – –
MFW
146
Meristem Family Wealth
Minnesota
$846K – – –
URS
147
Utah Retirement Systems
Utah
$842K – – –
GA
148
Geneva Advisors
Illinois
$833K -$11.3K -310 -1%
Principal Financial Group
149
Principal Financial Group
Iowa
$830K -$17.2K -474 -2%
EAM
150
Evanson Asset Management
California
$818K +$8.33K +229 +1%
4 5
6
7 8