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Lazard
LAZ

Overview Fund Activity

248 hedge funds and large institutions have $3.25B invested in Lazard in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 99 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
42
Increased
79
Reduced
99
Closed
41
Calls
$60.2M
Puts
$12.5M
Net Calls
+$47.6M
Net Calls Change
+$21M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$41.7M
2
DK
2
Darrell & King
Virginia
$24.5M
3
EVM
3
Eaton Vance Management
Massachusetts
$35.9M
4
PA
4
Pinnacle Associates
New York
$45M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$160M

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$58.2M
2
VFA
2
Virtus Fund Advisers
Connecticut
$89.8M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$2.08M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$352M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
151
J.P. Morgan Private Wealth Advisors
California
$786K +$370K +10,181 +89%
LSCM
152
LaSalle Street Capital Management
Illinois
$778K – – –
BRA
153
Blue Rock Advisors
Minnesota
$778K +$778K +21,400 New
BA
154
Boston Advisors
Massachusetts
$770K -$8K -220 -1%
RQS
155
Ramsey Quantitative Systems
Kentucky
$752K +$752K +20,686 New
CFMC
156
Curbstone Financial Management Corp
New Hampshire
$725K -$20K -550 -3%
CB
157
Commerce Bank
Missouri
$665K +$23.9K +657 +4%
CP
158
Camelot Portfolios
Ohio
$662K +$662K +18,200 New
Citadel Advisors
159
Citadel Advisors
Florida
$642K +$642K +17,666 New
ProShare Advisors
160
ProShare Advisors
Maryland
$623K -$32.7K -900 -5%
Comerica Bank
161
Comerica Bank
Texas
$590K +$72.6K +2,024 +14%
AB
162
Amalgamated Bank
New York
$587K +$1.71K +47 +0.3%
JHIU
163
Janus Henderson Investors US
Colorado
$571K -$47.3K -1,300 -8%
PI
164
Putnam Investments
Massachusetts
$549K -$839K -23,072 -60%
PL
165
Parkwood LLC
Ohio
$546K +$546K +15,005 New
FMT
166
First Mercantile Trust
Tennessee
$518K -$861K -23,686 -62%
GHAM
167
Gilman Hill Asset Management
Connecticut
$518K -$18.2K -500 -3%
MAM
168
Meeder Asset Management
Ohio
$490K +$490K +13,501 New
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$489K +$489K +13,460 New
Federated Hermes
170
Federated Hermes
Pennsylvania
$464K +$464K +12,773 New
IRF
171
IBM Retirement Fund
New York
$439K -$28.5K -785 -6%
Axa
172
Axa
France
$421K – – –
AA
173
ALPS Advisors
Colorado
$420K +$420K +11,541 New
AG
174
Advisor Group
Arizona
$416K +$1.38K +38 +0.3%
UBS AM
175
UBS AM
Illinois
$408K – – –
5 6
7
8 9