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Lazard
LAZ

245 hedge funds and large institutions have $3.34B invested in Lazard in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $8.94M | Put options by funds: $3.84M

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

12% more capital invested

Capital invested by funds: $2.97B → $3.34B (+$368M)

2% more funds holding

Funds holding: 241 → 245 (+4)

0.1% more ownership

Funds ownership: 79.44% → 79.54% (+0.1%)

31% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 97

Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
4.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
41
Increased
67
Reduced
97
Closed
29
Calls
$8.94M
Puts
$3.84M
Net Calls
+$5.09M
Net Calls Change
+$6.18M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$29.3M
2
Morgan Stanley
Morgan Stanley
New York
+$20.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.6M
5
CS
Credit Suisse
Switzerland
+$11.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$51.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$16.7M
3
AI
Ariel Investments
Illinois
-$16.5M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$16.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
151
Kelleher Financial Advisors
New York
$427K -$9.97K -264 -2%
FHB
152
First Hawaiian Bank
Hawaii
$420K – – –
CI
153
Cambiar Investors
Colorado
$405K +$1.7K +45 +0.4%
CCM
154
Copeland Capital Management
Pennsylvania
$397K +$74K +1,960 +25%
PGFC
155
Peapack-Gladstone Financial Corp
New Jersey
$396K – – –
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$385K +$357K +9,440 New
AIC
157
Archer Investment Corporation
Indiana
$380K – – –
MFW
158
Meristem Family Wealth
Minnesota
$371K +$6.99K +185 +2%
BCA
159
Bay Colony Advisors
Massachusetts
$344K -$43.8K -1,159 -13%
AAM
160
American Asset Management
Florida
$315K -$18.9K -500 -6%
AG
161
Advisor Group
Arizona
$298K -$419K -11,082 -60%
SW
162
SteelPeak Wealth
California
$296K +$280K +7,419 New
IRC
163
Investors Research Corp
Georgia
$294K – – –
NFG
164
Next Financial Group
Texas
$281K -$34K -900 -11%
EMG
165
ETF Managers Group
New Jersey
$277K +$61K +1,614 +30%
CIM
166
Chiron Investment Management
New York
$272K +$56.7K +1,500 +28%
TAM
167
Tradition Asset Management
Virginia
$265K -$509K -13,475 -67%
MPAM
168
Murphy Pohlad Asset Management
Minnesota
$263K – – –
RE
169
RBC Europe
United Kingdom
$261K – – –
BAM
170
Belpointe Asset Management
Nevada
$253K +$239K +6,319 New
JIC
171
Johnson Investment Counsel
Ohio
$250K – – –
HighTower Advisors
172
HighTower Advisors
Illinois
$247K -$95K -2,516 -29%
WCM
173
Wedge Capital Management
North Carolina
$241K -$19.3K -510 -8%
TNB
174
TCF National Bank
South Dakota
$239K -$45.3K -1,200 -17%
Walleye Trading
175
Walleye Trading
New York
$238K -$426K -11,271 -65%
5 6
7
8 9

LAZ Hedge Fund Activity: Q4 2019 in Review

245 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q4 2019, worth a combined $3.34B — up 12% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new LAZ positions and 29 closed out — a net gain of 12 holders — while 67 added to existing stakes and 97 trimmed.

The largest buyer was Southeastern Asset Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $51.8M.

  • 245 institutional investors held Lazard (LAZ) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $3.34B of Lazard stock for Q4 2019, up 12% quarter-over-quarter.
  • 41 funds opened new Lazard positions in Q4 2019 and 29 closed out, a net change of +12 holders.
  • The largest Lazard buyer in Q4 2019 was Southeastern Asset Management, an estimated $29.3M added.
  • The largest Lazard seller in Q4 2019 was Vanguard Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2019.