We are live on ! Find out more
LAZ icon

Lazard
LAZ

284 hedge funds and large institutions have $4.41B invested in Lazard in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 85 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $45.5M | Put options by funds: $12M

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more capital invested

Capital invested by funds: $3.74B → $4.41B (+$666M)

5% more funds holding

Funds holding: 271 → 284 (+13)

3.69% more ownership

Funds ownership: 70.16% → 73.86% (+3.7%)

26% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 115

Holders
284
Holders Change
+13
Holders Change %
+4.8%
% of All Funds
7.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
49
Increased
85
Reduced
115
Closed
31
Calls
$45.5M
Puts
$12M
Net Calls
+$33.5M
Net Calls Change
-$10.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$327M
2
WBC
Westpac Banking Corp
Australia
+$97.1M
3
AL
AJO LP
Pennsylvania
+$53.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$27.7M
5
Barclays
Barclays
United Kingdom
+$25.4M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$58.3M
2
VFA
Virtus Fund Advisers
Connecticut
-$40.1M
3
Franklin Resources
Franklin Resources
California
-$35.3M
4
SO
STRS Ohio
Ohio
-$25.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
151
Boyd Watterson Asset Management
Ohio
$1.13M -$2.72K -63 -0.3%
CRC
152
Curi RMB Capital
Illinois
$1.08M +$1.01M +23,400 New
OWD
153
Osborn Williams & Donohoe
Ohio
$1.07M +$259 +6 +0%
MFW
154
Meristem Family Wealth
Minnesota
$1.07M – – –
URS
155
Utah Retirement Systems
Utah
$1.07M – – –
Rafferty Asset Management
156
Rafferty Asset Management
New York
$1.06M +$720K +16,689 +261%
EAM
157
Evanson Asset Management
California
$1.05M +$8.67K +201 +0.9%
HCM
158
Hodges Capital Management
Texas
$1.03M +$266K +6,169 +38%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$1.03M +$962K +22,300 New
SEI Investments
160
SEI Investments
Pennsylvania
$1M -$789K -18,300 -46%
LSCM
161
LaSalle Street Capital Management
Illinois
$984K – – –
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$952K +$125K +2,889 +16%
ProShare Advisors
163
ProShare Advisors
Maryland
$863K +$61K +1,414 +8%
UBS AM
164
UBS AM
Illinois
$852K +$315K +7,300 +65%
GHAM
165
Gilman Hill Asset Management
Connecticut
$844K -$32.3K -750 -4%
AB
166
Amalgamated Bank
New York
$844K -$3.97K -92 -0.5%
HCM
167
HMS Capital Management
Tennessee
$832K +$833K +19,315 New
GA
168
Geneva Advisors
Illinois
$829K -$198K -4,600 -20%
LG
169
Leuthold Group
Minnesota
$819K -$63.5K -1,473 -8%
SIP
170
Stoneridge Investment Partners
Pennsylvania
$811K – – –
RCM
171
Riverhead Capital Management
Delaware
$804K +$754K +17,482 New
SS
172
Simplicity Solutions
Minnesota
$800K +$330K +7,652 +78%
Comerica Bank
173
Comerica Bank
Texas
$734K -$243K -5,637 -25%
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
$709K +$665K +15,424 New
US Bancorp
175
US Bancorp
Minnesota
$699K +$353K +8,188 +117%
5 6
7
8 9

LAZ Hedge Fund Activity: Q1 2017 in Review

284 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q1 2017, worth a combined $4.41B — up 18% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new LAZ positions and 31 closed out — a net gain of 18 holders — while 85 added to existing stakes and 115 trimmed.

The largest buyer was BlackRock, adding an estimated $327M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $58.3M.

  • 284 institutional investors held Lazard (LAZ) as of Q1 2017, up from 271 in Q4 2016.
  • Funds reported $4.41B of Lazard stock for Q1 2017, up 18% quarter-over-quarter.
  • 49 funds opened new Lazard positions in Q1 2017 and 31 closed out, a net change of +18 holders.
  • The largest Lazard buyer in Q1 2017 was BlackRock, an estimated $327M added.
  • The largest Lazard seller in Q1 2017 was Columbia Wanger Asset Management, an estimated $58.3M sold.

Based on aggregated 13F filings for Q1 2017.