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Lazard
LAZ

Overview Fund Activity

289 hedge funds and large institutions have $4.37B invested in Lazard in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+6
Holders Change %
+2.12%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
38
Increased
105
Reduced
104
Closed
29
Calls
$24.8M
Puts
$11.9M
Net Calls
+$13M
Net Calls Change
+$14.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$49.6M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$138M
3
Principal Financial Group
Principal Financial Group
Iowa
$43.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$33.4M
5
Wells Fargo
Wells Fargo
California
$28.7M

Top Sellers

1
BHG
Blue Harbour Group
Connecticut
$20.2M
2
HI
Honeywell International
North Carolina
$0
3
VFA
Virtus Fund Advisers
Connecticut
$26.3M
4
EVM
Eaton Vance Management
Massachusetts
$23.7M
5
IGIM
I.G. Investment Management
Manitoba, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
126
Meeder Asset Management
Ohio
$1.93M -$17.9K -395 -0.9%
OC
127
Oppenheimer & Co
New York
$1.91M -$1.91M -42,244 -50%
GG
128
Gofen & Glossberg
Illinois
$1.9M -$46.3K -1,025 -2%
MM
129
Midas Management
New York
$1.88M – – –
BSWMG
130
Barrington Strategic Wealth Management Group
Illinois
$1.86M -$5.7K -126 -0.3%
SAM
131
Silvercrest Asset Management
New York
$1.79M +$6.15K +136 +0.3%
TG
132
TCW Group
California
$1.74M -$139K -3,065 -7%
SSWM
133
Sheets Smith Wealth Management
North Carolina
$1.72M – – –
SFWA
134
Summit Financial Wealth Advisors
Louisiana
$1.63M +$1.63M +36,084 New
ACI
135
AMP Capital Investors
Australia
$1.58M +$31.7K +700 +2%
SEC
136
Seven Eight Capital
New York
$1.57M +$629K +13,900 +67%
SA
137
Sicart Associates
New York
$1.54M – – –
NSIM
138
North Star Investment Management
Illinois
$1.51M -$90.5K -2,000 -6%
CCM
139
Cadence Capital Management
Massachusetts
$1.5M +$831K +18,379 +125%
QI
140
QS Investors
New York
$1.46M +$1.46M +32,279 New
CIBC World Market
141
CIBC World Market
Ontario, Canada
$1.42M -$1.75M -38,618 -55%
UCFA
142
United Capital Financial Advisors
Texas
$1.39M +$1.05M +23,307 +315%
SSB
143
Sandy Spring Bank
Maryland
$1.34M -$98.9K -2,188 -7%
CIC
144
Carnegie Investment Counsel
Ohio
$1.29M -$23K -505 -2%
SW
145
SVB Wealth
Massachusetts
$1.29M -$71.2K -1,575 -5%
WB
146
Webster Bank
Connecticut
$1.27M -$43.6K -963 -3%
Luther King Capital Management (LKCM)
147
Luther King Capital Management (LKCM)
Texas
$1.23M -$29.4K -650 -2%
EA
148
Emerald Advisers
Pennsylvania
$1.19M -$129K -2,842 -10%
GS
149
GAM Systematic
United Kingdom
$1.18M +$440K +9,727 +60%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$1.18M +$48.7K +1,076 +4%
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