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Lazard
LAZ

Overview Fund Activity

241 hedge funds and large institutions have $2.97B invested in Lazard in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
-12
Holders Change %
-4.74%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
65
Reduced
101
Closed
40
Calls
$11.3M
Puts
$12.4M
Net Calls
-$1.08M
Net Calls Change
-$1.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$252M
2
Citigroup
Citigroup
New York
$21M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$372M
4
RA
Royce & Associates
New York
$42.4M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.4M

Top Sellers

1
Invesco
Invesco
Georgia
$30.2M
2
SO
STRS Ohio
Ohio
$27.9M
3
LCM
Lomas Capital Management
New York
$0
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$29.1M
5
CS
Credit Suisse
Switzerland
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
126
Tradition Asset Management
Virginia
$703K – – –
YMRC
127
Yorktown Management & Research Company
Virginia
$700K – – –
URS
128
Utah Retirement Systems
Utah
$688K -$31.5K -900 -4%
RCM
129
Riverhead Capital Management
Delaware
$658K -$80.5K -2,300 -11%
AG
130
Advisor Group
Arizona
$649K -$42.7K -1,218 -6%
William Blair & Company
131
William Blair & Company
Illinois
$626K -$1.26K -36 -0.2%
GHAM
132
Gilman Hill Asset Management
Connecticut
$624K +$43.7K +1,250 +8%
ACI
133
AMP Capital Investors
Australia
$613K +$166K +4,800 +37%
Walleye Trading
134
Walleye Trading
New York
$603K +$603K +17,229 New
OWD
135
Osborn Williams & Donohoe
Ohio
$592K -$34.6K -989 -6%
Group One Trading
136
Group One Trading
Illinois
$591K +$591K +16,881 New
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$576K -$53.6K -1,532 -9%
Squarepoint
138
Squarepoint
New York
$567K +$567K +16,200 New
HF
139
HRT Financial
New York
$565K -$60.7K -1,734 -10%
Rafferty Asset Management
140
Rafferty Asset Management
New York
$543K -$149K -4,258 -22%
ProShare Advisors
141
ProShare Advisors
Maryland
$532K -$35.6K -1,016 -6%
BIM
142
Baldwin Investment Management
Pennsylvania
$529K -$10.5K -300 -2%
TC
143
TownSquare Capital
Utah
$529K +$529K +13,760 New
CIA
144
Cascade Investment Advisors
Oregon
$520K +$21K +600 +4%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$515K +$56.8K +1,625 +12%
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$514K -$20.9K -596 -4%
EVM
147
Eaton Vance Management
Massachusetts
$510K -$80.7K -2,306 -14%
LPL Financial
148
LPL Financial
California
$500K +$45.6K +1,301 +10%
VNA
149
Valley National Advisers
Pennsylvania
$494K +$494K +14,111 New
DF
150
Donoghue Forlines
Massachusetts
$487K -$161K -4,593 -25%
4 5
6
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