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Lazard
LAZ

Overview Fund Activity

245 hedge funds and large institutions have $3.34B invested in Lazard in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
4.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
41
Increased
67
Reduced
97
Closed
29
Calls
$8.94M
Puts
$3.84M
Net Calls
+$5.09M
Net Calls Change
+$6.18M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$30.9M
2
Morgan Stanley
Morgan Stanley
New York
+$21.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.3M
5
CS
Credit Suisse
Switzerland
+$11.7M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$54.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$17.6M
3
AI
Ariel Investments
Illinois
-$17.5M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$17.1M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
126
Gilman Hill Asset Management
Connecticut
$748K +$35K +875 +5%
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$732K +$732K +18,323 New
GG
128
Gofen & Glossberg
Illinois
$727K -$102K -2,555 -12%
Rafferty Asset Management
129
Rafferty Asset Management
New York
$664K +$43.1K +1,078 +7%
DI
130
DFPG Investments
Utah
$652K +$65.5K +1,489 +11%
Coatue Management
131
Coatue Management
New York
$615K +$615K +15,395 New
TCM
132
Tran Capital Management
California
$599K +$599K +15,000 New
ECM
133
ExodusPoint Capital Management
New York
$596K +$596K +14,915 New
BIM
134
Baldwin Investment Management
Pennsylvania
$591K -$12K -300 -2%
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$585K -$69.4K -1,746 -11%
ACI
136
AMP Capital Investors
Australia
$583K -$117K -2,954 -17%
EVM
137
Eaton Vance Management
Massachusetts
$582K – – –
State of Wisconsin Investment Board
138
State of Wisconsin Investment Board
Wisconsin
$579K -$7.59K -190 -1%
CIA
139
Cascade Investment Advisors
Oregon
$569K -$25K -625 -4%
LPL Financial
140
LPL Financial
California
$538K -$31.9K -799 -6%
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$536K -$51.9K -1,301 -9%
ELI
142
Empire Life Investments
Ontario, Canada
$516K +$26.6K +666 +5%
ProShare Advisors
143
ProShare Advisors
Maryland
$510K -$97.2K -2,431 -16%
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$507K -$31.9K -798 -6%
DF
145
Donoghue Forlines
Massachusetts
$489K -$67.7K -1,692 -12%
JHCP
146
Jackson Hole Capital Partners
Oklahoma
$457K +$28K +700 +7%
RJT
147
Raymond James Trust
Florida
$453K -$46.6K -1,167 -9%
Principal Financial Group
148
Principal Financial Group
Iowa
$449K +$1.36K +34 +0.3%
VNA
149
Valley National Advisers
Pennsylvania
$448K -$115K -2,888 -20%
SOAMC
150
Spirit of America Management Corp
New York
$439K – – –
4 5
6
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