LAZ icon

Lazard
LAZ

Overview Fund Activity

289 hedge funds and large institutions have $4.37B invested in Lazard in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+6
Holders Change %
+2.12%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
38
Increased
105
Reduced
104
Closed
29
Calls
$24.8M
Puts
$11.9M
Net Calls
+$13M
Net Calls Change
+$14.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$49.6M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$138M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$43.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$33.4M
5
Wells Fargo
5
Wells Fargo
California
$28.7M

Top Sellers

1
BHG
1
Blue Harbour Group
Connecticut
$20.2M
2
HI
2
Honeywell International
North Carolina
$0
3
VFA
3
Virtus Fund Advisers
Connecticut
$26.3M
4
EVM
4
Eaton Vance Management
Massachusetts
$23.7M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
151
SEI Investments
Pennsylvania
$1.16M -$493K -10,899 -30%
LPL Financial
152
LPL Financial
California
$1.16M +$15.6K +344 +1%
Massachusetts Financial Services
153
Massachusetts Financial Services
Massachusetts
$1.16M +$44.2K +977 +4%
PL
154
Polianta Ltd
Jersey
$1.14M – – –
AFM
155
Abbot Financial Management
Massachusetts
$1.12M +$18.3K +400 +2%
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$1.11M +$992K +21,968 +819%
State of Wisconsin Investment Board
157
State of Wisconsin Investment Board
Wisconsin
$1.1M +$23.2K +513 +2%
TCM
158
Tradition Capital Management
New Jersey
$1.08M -$67.8K -1,500 -6%
EAM
159
Evanson Asset Management
California
$1.06M +$10.1K +223 +1%
MFW
160
Meristem Family Wealth
Minnesota
$1.05M – – –
BA
161
Boston Advisors
Massachusetts
$1.04M -$31.7K -700 -3%
OWD
162
Osborn Williams & Donohoe
Ohio
$1.04M -$20K -443 -2%
B
163
Barings
North Carolina
$1.04M – – –
AB
164
Amalgamated Bank
New York
$1.02M +$4.66K +103 +0.5%
URS
165
Utah Retirement Systems
Utah
$992K – – –
LSCM
166
LaSalle Street Capital Management
Illinois
$968K – – –
NG
167
NatWest Group
United Kingdom
$954K -$310K -6,864 -25%
RQS
168
Ramsey Quantitative Systems
Kentucky
$945K +$549K +31,085 +138%
US Bancorp
169
US Bancorp
Minnesota
$944K -$1.13K -25 -0.1%
Rafferty Asset Management
170
Rafferty Asset Management
New York
$906K +$102K +2,247 +13%
HCM
171
HMS Capital Management
Tennessee
$864K -$37.4K -828 -4%
BWAM
172
Boyd Watterson Asset Management
Ohio
$858K +$1.09K +24 +0.1%
QT
173
Quantbot Technologies
New York
$834K +$834K +18,455 New
MC
174
Middleton & Co
Massachusetts
$828K +$828K +18,305 New
MJRIC
175
Mogy Joel R Investment Counsel
California
$817K – – –
5 6
7
8 9