LAZ icon

Lazard
LAZ

Overview Fund Activity

281 hedge funds and large institutions have $5.13B invested in Lazard in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+38
Holders Change %
+15.64%
% of All Funds
8.08%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
58
Increased
102
Reduced
92
Closed
18
Calls
$8.08M
Puts
$9M
Net Calls
-$920K
Net Calls Change
+$1.74M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$183M
2
Vanguard Group
Vanguard Group
Pennsylvania
$408M
3
Marshall Wace
Marshall Wace
United Kingdom
$75.5M
4
AI
Axiom Investors
Connecticut
$59.2M
5
Deutsche Bank
Deutsche Bank
Germany
$152M

Top Sellers

1
N
Natixis
France
$0
2
HL
Harding Loevner
New Jersey
$0
3
SB
Suntrust Banks
Georgia
$4.05M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$16M
5
AI
Ariel Investments
Illinois
$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
STC
151
SEI Trust Company
Pennsylvania
$1.4M -$359K -6,970 -20%
YMRC
152
Yorktown Management & Research Company
Virginia
$1.37M -$825K -16,000 -38%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$1.37M +$1.37M +26,485 New
FA
154
FDx Advisors
Illinois
$1.35M +$996K +19,328 +281%
CEP
155
Chicago Equity Partners
Illinois
$1.33M +$1.33M +25,775 New
GCP
156
GSA Capital Partners
United Kingdom
$1.3M +$1.3M +25,262 New
WT
157
Wilmington Trust
Delaware
$1.3M -$4.54K -88 -0.3%
ACM
158
Argonaut Capital Management
New York
$1.29M +$1.29M +25,000 New
AL
159
Airain Ltd
Guernsey
$1.28M +$1.28M +24,774 New
BSWMG
160
Barrington Strategic Wealth Management Group
Illinois
$1.25M -$14.2K -275 -1%
EA
161
Emerald Advisers
Pennsylvania
$1.18M +$1.18M +22,837 New
SSB
162
Sandy Spring Bank
Maryland
$1.17M -$27.1K -525 -2%
BF
163
BOK Financial
Oklahoma
$1.15M +$710K +13,769 +161%
URS
164
Utah Retirement Systems
Utah
$1.1M -$82.5K -1,600 -7%
CCM
165
Cadence Capital Management
Massachusetts
$1.09M -$124K -2,401 -10%
EAM
166
Evanson Asset Management
California
$1.08M +$6.34K +123 +0.6%
SI
167
Stephens Inc
Arkansas
$1.07M +$12.8K +249 +1%
Chevy Chase Trust
168
Chevy Chase Trust
Maryland
$1.05M +$1.05M +20,275 New
NVIM
169
New Vernon Investment Management
Illinois
$1.03M +$1.03M +20,000 New
BWAM
170
Boyd Watterson Asset Management
Ohio
$1.03M -$78.3K -1,520 -7%
HCM
171
Herndon Capital Management
Georgia
$1.02M +$1.02M +19,730 New
GMIM
172
General Motors Investment Management
New York
$953K -$52.5K -1,019 -5%
NA
173
Navellier & Associates
Nevada
$905K +$905K +17,562 New
SSWM
174
Sheets Smith Wealth Management
North Carolina
$889K +$889K +17,248 New
IMS
175
Index Management Solutions
Pennsylvania
$861K -$176K -3,408 -17%
5 6
7
8 9