LAZ icon

Lazard
LAZ

Overview Fund Activity

266 hedge funds and large institutions have $3.14B invested in Lazard in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 103 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-7
Holders Change %
-2.56%
% of All Funds
5.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
76
Reduced
103
Closed
47
Calls
$11.8M
Puts
$6.73M
Net Calls
+$5.11M
Net Calls Change
+$2.67M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$181M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$215M
3
SAM
Southeastern Asset Management
Tennessee
$208M
4
AI
Ariel Investments
Illinois
$196M
5
Two Sigma Investments
Two Sigma Investments
New York
$33.4M

Top Sellers

1
AL
AJO LP
Pennsylvania
$0
2
Goldman Sachs
Goldman Sachs
New York
$43.8M
3
Barclays
Barclays
United Kingdom
$39.8M
4
ClearBridge Investments
ClearBridge Investments
New York
$0
5
Deutsche Bank
Deutsche Bank
Germany
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$937K +$13.6K +377 +1%
BGIM
127
Brandywine Global Investment Management
Pennsylvania
$930K -$4.66M -128,939 -83%
HPCM
128
High Pointe Capital Management
Illinois
$929K +$295K +8,150 +46%
EAM
129
Evanson Asset Management
California
$903K +$7.19K +199 +0.8%
SGAM
130
Steinberg Global Asset Management
Florida
$889K +$5.46K +151 +0.6%
AFM
131
Abbot Financial Management
Massachusetts
$857K -$10.8K -300 -1%
Rafferty Asset Management
132
Rafferty Asset Management
New York
$835K +$106K +2,932 +15%
CIBC World Market
133
CIBC World Market
Ontario, Canada
$787K -$398 -11 -0.1%
URS
134
Utah Retirement Systems
Utah
$781K -$614 -17 -0.1%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$779K -$27.6K -765 -3%
OWD
136
Osborn Williams & Donohoe
Ohio
$760K -$37.6K -994 -5%
GHCM
137
Glen Harbor Capital Management
California
$757K +$681K +18,836 +894%
TCM
138
Tradition Capital Management
New Jersey
$755K – – –
William Blair & Company
139
William Blair & Company
Illinois
$729K +$16.8K +464 +2%
USAA
140
United Services Automobile Association
Texas
$728K – – –
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$723K -$44.2K -1,218 -6%
YMRC
142
Yorktown Management & Research Company
Virginia
$723K – – –
SFI
143
Susquehanna Fundamental Investments
Pennsylvania
$661K +$661K +18,300 New
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$660K +$660K +18,279 New
MJRIC
145
Mogy Joel R Investment Counsel
California
$653K – – –
LPL Financial
146
LPL Financial
California
$648K -$36K -995 -5%
AG
147
Advisor Group
Arizona
$626K +$117K +3,221 +23%
MCIM
148
Meadow Creek Investment Management
Georgia
$623K +$560K +15,512 +894%
SSB
149
Sandy Spring Bank
Maryland
$616K -$24.9K -688 -4%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$608K -$5.13K -142 -0.8%
4 5
6
7 8