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Lazard
LAZ

Overview Fund Activity

279 hedge funds and large institutions have $4.3B invested in Lazard in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 99 reducing their positions, and 39 closing their positions.

Holders
279
Holders Change
-11
Holders Change %
-3.79%
% of All Funds
7.8%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
30
Increased
127
Reduced
99
Closed
39
Calls
$44.5M
Puts
$26.2M
Net Calls
+$18.3M
Net Calls Change
-$13.3M

Top Buyers

1
WCM Investment Management
1
WCM Investment Management
California
$252M
2
Franklin Resources
2
Franklin Resources
California
$102M
3
CGM
3
Capital Growth Management
Massachusetts
$64.1M
4
VFA
4
Virtus Fund Advisers
Connecticut
$103M
5
SO
5
STRS Ohio
Ohio
$65M

Top Sellers

1
HL
1
Harding Loevner
New Jersey
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$53M
3
AII
3
AGF Investments Inc
Ontario, Canada
$23.6M
4
RIM
4
Rainier Investment Management
Washington
$0
5
AIM
5
abrdn Investment Management
United Kingdom
$311M
Name Market Value Shares Shares
Change 		Shares
Change %
HCA
151
Horan Capital Advisors
Ohio
$1.53M 35,263 +990 +3%
CA
152
Callahan Advisors
Texas
$1.52M 35,057 +6,490 +23%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$1.51M 34,930 +30,758 +737%
IP
154
Interval Partners
New York
$1.49M 34,338 +10,866 +46%
WHG
155
Westwood Holdings Group
Texas
$1.48M 34,200 -26,400 -44%
MA
156
MUFG Americas
New York
$1.48M 34,075 -1,029 -3%
BWAM
157
Boyd Watterson Asset Management
Ohio
$1.47M 33,928 -894 -3%
AB
158
AT Bancorp
Iowa
$1.43M 32,907 +10,542 +47%
SCM
159
Sterling Capital Management
North Carolina
$1.43M 32,910 +32,910 New
TCM
160
Twin Capital Management
Pennsylvania
$1.41M 32,630 +9,880 +43%
AIP
161
Ameritas Investment Partners
Nebraska
$1.41M 32,600 +32,600 New
ACM
162
Ativo Capital Management
Illinois
$1.36M 29,301 +21,600 +280%
B
163
Barings
North Carolina
$1.31M 30,200 +21,400 +243%
Jennison Associates
164
Jennison Associates
New York
$1.31M 30,136 +5,293 +21%
Comerica Bank
165
Comerica Bank
Texas
$1.29M 29,692 -49,086 -62%
BA
166
BlackRock Advisors
Delaware
$1.25M 28,914 +12,824 +80%
SI
167
Stephens Inc
Arkansas
$1.24M 28,723 +11 +0%
IRF
168
IBM Retirement Fund
New York
$1.17M 26,925 -2,325 -8%
SSB
169
Sandy Spring Bank
Maryland
$1.15M 26,459 +2,352 +10%
SIP
170
Stoneridge Investment Partners
Pennsylvania
$1.12M 25,900 +4,520 +21%
Robeco Institutional Asset Management
171
Robeco Institutional Asset Management
Netherlands
$1.08M 25,000 -21,000 -46%
WIM
172
Waverton Investment Management
United Kingdom
$1.08M 25,000 – –
CONA
173
Capital One National Association
New York
$1.04M 24,108 +437 +2%
LPL Financial
174
LPL Financial
California
$1.03M 22,798 +392 +2%
BSWMG
175
Barrington Strategic Wealth Management Group
Illinois
$1.02M 23,517 -405 -2%
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