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Lazard
LAZ

Overview Fund Activity

217 hedge funds and large institutions have $4.57B invested in Lazard in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 82 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
+22
Holders Change %
+11.28%
% of All Funds
6.3%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
45
Increased
66
Reduced
82
Closed
22
Calls
$9.92M
Puts
$7.31M
Net Calls
+$2.61M
Net Calls Change
-$2.92M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$90M
2
Citigroup
2
Citigroup
New York
$62.2M
3
Bank of America
3
Bank of America
North Carolina
$62.7M
4
WCM Investment Management
4
WCM Investment Management
California
$93.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$105M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$15.7M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$109M
3
WHG
3
Westwood Holdings Group
Texas
$1.57M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$347M
5
Calamos Advisors
5
Calamos Advisors
Illinois
$6.14M
Name Market Value Shares Shares
Change 		Shares
Change %
DDC
151
DF Dent & Co
Maryland
$414K 9,140 +9,140 New
CA
152
Commerzbank Aktiengesellschaft
Germany
$405K 9,464 +45 +0.5%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$399K 8,813 – –
AAM
154
Advisors Asset Management
Colorado
$398K 8,788 +2,659 +43%
G
155
GlobalBridge
Minnesota
$393K 8,676 +1,057 +14%
BP
156
Banyan Partners
Florida
$378K 8,340 -8,028 -49%
LPL Financial
157
LPL Financial
California
$368K 8,127 +8,127 New
Axa
158
Axa
France
$363K 8,000 – –
SMU
159
Signet Management USA
Virginia
$358K 7,908 +7,908 New
WTNA
160
Wilmington Trust National Association
Delaware
$330K 7,288 -2,812 -28%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$313K 6,907 +125 +2%
Luther King Capital Management (LKCM)
162
Luther King Capital Management (LKCM)
Texas
$311K 6,862 -395 -5%
SCM
163
Stux Capital Management
New York
$308K 6,800 +200 +3%
HIM
164
Hillsdale Investment Management
Ontario, Canada
$299K 6,600 +6,400 +3,200%
ICRM
165
Insight Capital Research & Management
California
$297K 6,548 -612 -9%
AG
166
Aperio Group
California
– – – –
CAM
167
Capstone Asset Management
Texas
$292K 6,435 -4,775 -43%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$286K 6,300 – –
PSUF
169
People's United Financial
Connecticut
$250K 5,510 +3,350 +155%
USAA
170
United Services Automobile Association
Texas
$249K 5,500 +5,500 New
QI
171
QS Investors
New York
$249K 5,500 +5,500 New
AIG
172
American International Group
New York
$237K 5,232 -5,304 -50%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$225K 4,975 +4,975 New
US Bancorp
174
US Bancorp
Minnesota
$217K 4,780 +4,780 New
CIBC Asset Management
175
CIBC Asset Management
Ontario, Canada
$209K 4,613 +4,613 New
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7
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