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Lazard
LAZ

Overview Fund Activity

220 hedge funds and large institutions have $1.9B invested in Lazard in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 90 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-25
Holders Change %
-10.2%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
37
Increased
64
Reduced
90
Closed
58
Calls
$3.65M
Puts
$3.67M
Net Calls
-$21K
Net Calls Change
-$5.12M

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$48.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$22.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$21.4M
4
RAM
RWC Asset Management
United Kingdom
+$9.18M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.5M
2
TIM
Thornburg Investment Management
New Mexico
-$24.7M
3
SAM
Southeastern Asset Management
Tennessee
-$18.8M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$13.5M
5
Morgan Stanley
Morgan Stanley
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
126
Gofen & Glossberg
Illinois
$360K -$68.3K -2,900 -16%
LPL Financial
127
LPL Financial
California
$345K +$27.8K +1,181 +9%
EVM
128
Eaton Vance Management
Massachusetts
$343K – – –
Acadian Asset Management
129
Acadian Asset Management
Massachusetts
$340K +$287K +12,179 +547%
KFA
130
Krane Funds Advisors
New York
$340K +$340K +14,447 New
BIM
131
Baldwin Investment Management
Pennsylvania
$337K -$11.8K -500 -3%
CIA
132
Cascade Investment Advisors
Oregon
$328K -$7.07K -300 -2%
GCP
133
GSA Capital Partners
United Kingdom
$328K +$328K +13,925 New
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$326K -$15.6K -660 -5%
Los Angeles Capital Management
135
Los Angeles Capital Management
California
$317K +$317K +13,460 New
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$312K +$13.5K +572 +5%
ELI
137
Empire Life Investments
Ontario, Canada
$302K -$2K -85 -0.7%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$300K -$16.2K -688 -5%
Principal Financial Group
139
Principal Financial Group
Iowa
$288K +$22.8K +965 +9%
JHCP
140
Jackson Hole Capital Partners
Oklahoma
$280K +$10.5K +444 +4%
NICM
141
Neo Ivy Capital Management
New York
$280K +$280K +11,873 New
American Century Companies
142
American Century Companies
Missouri
$279K +$142K +6,016 +103%
BFM
143
Boothbay Fund Management
New York
$276K +$156K +6,600 +129%
OR
144
Olympiad Research
Connecticut
$262K +$262K +11,121 New
SSA
145
Schonfeld Strategic Advisors
New York
$259K +$259K +11,000 New
VNA
146
Valley National Advisers
Pennsylvania
$255K -$9.55K -405 -4%
KFA
147
Kelleher Financial Advisors
New York
$252K +$24 +1 +0%
JIC
148
Johnson Investment Counsel
Ohio
$250K – – –
CCM
149
Copeland Capital Management
Pennsylvania
$247K +$13K +550 +6%
PGFC
150
Peapack-Gladstone Financial Corp
New Jersey
$234K – – –
4 5
6
7 8