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Lazard
LAZ

Overview Fund Activity

332 hedge funds and large institutions have $4.65B invested in Lazard in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 120 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-3
Holders Change %
-0.9%
% of All Funds
7.61%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
49
Increased
107
Reduced
120
Closed
50
Calls
$10.4M
Puts
$9.37M
Net Calls
+$1.06M
Net Calls Change
+$7.45M

Top Buyers

1
PG
Pendal Group
Australia
+$90.2M
2
UBS Group
UBS Group
Switzerland
+$20.9M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$19.6M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$17.7M
5
CS
Credit Suisse
Switzerland
+$17.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$53.3M
2
CIM
Chiron Investment Management
New York
-$24.8M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$24.5M
4
DP
DSAM Partners
United Kingdom
-$19.1M
5
EVM
Eaton Vance Management
Massachusetts
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Massachusetts Financial Services
126
Massachusetts Financial Services
Massachusetts
$2.67M -$27K -553 -1%
DCM
127
Dupont Capital Management
Delaware
$2.53M +$2.53M +51,789 New
EP
128
Elkfork Partners
Oregon
$2.48M -$2.33M -47,674 -48%
PWM
129
Paulson Wealth Management
Illinois
$2.39M +$2.39M +48,762 New
HCA
130
Horan Capital Advisors
Ohio
$2.36M +$9.29K +190 +0.4%
SCM
131
Sterling Capital Management
North Carolina
$2.34M +$2.34M +47,930 New
SIM
132
Spark Investment Management
New York
$2.31M +$2.31M +47,300 New
OC
133
Oppenheimer & Co
New York
$2.11M +$189K +3,866 +10%
NA
134
Navellier & Associates
Nevada
$2.1M -$5.72K -117 -0.3%
MM
135
Midas Management
New York
$2.03M – – –
ECM
136
Element Capital Management
New York
$1.98M +$1.98M +40,485 New
TC
137
Telemus Capital
Michigan
$1.96M -$18.5K -378 -0.9%
QSS
138
Quantitative Systematic Strategies
Florida
$1.91M +$1.91M +39,136 New
CCM
139
Cadence Capital Management
Massachusetts
$1.89M -$43.9K -898 -2%
CPIM
140
Columbia Partners Investment Management
Virginia
$1.82M +$440K +8,995 +32%
TAM
141
Tyers Asset Management
Texas
$1.81M -$1.7M -34,672 -48%
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$1.78M +$945K +19,314 +113%
CIBC World Market
143
CIBC World Market
Ontario, Canada
$1.78M +$24K +491 +1%
SA
144
Sicart Associates
New York
$1.66M – – –
NSIM
145
North Star Investment Management
Illinois
$1.63M – – –
Nordea Investment Management
146
Nordea Investment Management
Sweden
$1.59M – – –
SOADOR
147
State of Alaska Department of Revenue
Alaska
$1.58M +$275K +5,630 +21%
GG
148
Gofen & Glossberg
Illinois
$1.57M – – –
Rafferty Asset Management
149
Rafferty Asset Management
New York
$1.49M +$25.3K +517 +2%
CI
150
Cigna Investments
Connecticut
$1.38M – – –
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