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Lazard
LAZ

Overview Fund Activity

195 hedge funds and large institutions have $3.6B invested in Lazard in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
6.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
31
Increased
71
Reduced
69
Closed
31
Calls
$10.4M
Puts
$4.83M
Net Calls
+$5.53M
Net Calls Change
+$3.73M

Top Buyers

1
N
1
Natixis
France
$252M
2
CS
2
Credit Suisse
Switzerland
$51.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$64.7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$302M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$18.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$106M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$0
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$123M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
AIM
5
abrdn Investment Management
United Kingdom
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
151
Stux Capital Management
New York
$238K +$238K +6,600 New
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$227K -$7.21K -200 -3%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$225K -$512K -14,224 -69%
AAM
154
Advisors Asset Management
Colorado
$221K +$92.1K +2,555 +71%
VFS
155
VSR Financial Services
Kansas
$216K +$216K +6,000 New
WMSA
156
Weiss Multi-Strategy Advisers
New York
$204K -$1.76M -48,880 -90%
Citadel Advisors
157
Citadel Advisors
Florida
$168K +$119K +3,294 +240%
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$155K +$15.1K +418 +11%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$151K +$14.8K +413 +11%
Lazard Asset Management
160
Lazard Asset Management
New York
$140K – – –
CAL
161
Capital Analysts LLC
Pennsylvania
$133K +$3.35K +93 +3%
CCM
162
Copeland Capital Management
Pennsylvania
$123K +$123K +3,403 New
BRWA
163
B. Riley Wealth Advisors
Florida
$122K +$122K +3,379 New
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$109K +$108K +3,000 +11,538%
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$98K -$39.7K -1,108 -29%
KPCM
166
Kings Point Capital Management
New York
$90K – – –
QT
167
Quantbot Technologies
New York
$79K +$79K +2,200 New
PSUF
168
People's United Financial
Connecticut
$78K +$10.8K +300 +16%
TRCT
169
Tower Research Capital (TRC)
New York
$70K +$66.4K +1,837 +1,837%
RNS
170
Robert N. Shapiro
$66K – – –
LTFS
171
Ladenburg Thalmann Financial Services
Florida
$62K -$289 -8 -0.5%
PTC
172
Private Trust Company
Ohio
$57K +$20.9K +575 +58%
WIL
173
Winifred I. Li
$30K – – –
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$29K +$29K +799 New
ST
175
Smithfield Trust
Pennsylvania
$24K – – –
5 6
7
8 9