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Lazard
LAZ

Overview Fund Activity

220 hedge funds and large institutions have $1.9B invested in Lazard in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 90 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-25
Holders Change %
-10.2%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
37
Increased
64
Reduced
90
Closed
58
Calls
$3.65M
Puts
$3.67M
Net Calls
-$21K
Net Calls Change
-$5.12M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$54.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
$252M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$199M
4
RAM
RWC Asset Management
United Kingdom
$59.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$202M
2
TIM
Thornburg Investment Management
New Mexico
$0
3
SAM
Southeastern Asset Management
Tennessee
$169M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$0
5
Morgan Stanley
Morgan Stanley
New York
$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
151
Raymond James Trust
Florida
$232K -$34.8K -1,481 -13%
AIC
152
Archer Investment Corporation
Indiana
$224K – – –
GIM
153
Groesbeck Investment Management
New Jersey
$212K -$707K -30,000 -77%
MFW
154
Meristem Family Wealth
Minnesota
$210K -$9K -382 -4%
Bessemer Group
155
Bessemer Group
New Jersey
$210K +$208K +8,870 +12,671%
BCA
156
Bay Colony Advisors
Massachusetts
$202K +$14.4K +610 +8%
FC
157
FORA Capital
Florida
$196K +$196K +8,326 New
TPCW
158
TD Private Client Wealth
New York
$196K +$196K +8,314 New
AAM
159
Advisors Asset Management
Colorado
$194K +$54.9K +2,335 +39%
EMG
160
ETF Managers Group
New Jersey
$185K +$19K +800 +11%
IRC
161
Investors Research Corp
Georgia
$173K – – –
BAM
162
Belpointe Asset Management
Nevada
$160K +$11.2K +475 +8%
RE
163
RBC Europe
United Kingdom
$154K – – –
SOAMC
164
Spirit of America Management Corp
New York
$145K -$113K -4,800 -44%
LMAM
165
Legg Mason Asset Management
Japan
$145K +$15.8K +667 +12%
CIM
166
Chiron Investment Management
New York
$141K -$18.8K -800 -12%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$136K -$76.6K -3,400 -36%
PAM
168
Panagora Asset Management
Massachusetts
$117K – – –
MLICM
169
Metropolitan Life Insurance Company (MetLife)
New York
$99.2K -$1.96K -83 -2%
AAMU
170
Amundi Asset Management US
Massachusetts
$97K +$97K +4,101 New
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$78K -$46K -1,967 -37%
QT
172
Quantbot Technologies
New York
$73K +$59.7K +2,553 +449%
HPC
173
HM Payson & Co
Maine
$71K – – –
AA
174
AlphaMark Advisors
Kentucky
$70K – – –
FCA
175
FinTrust Capital Advisors
South Carolina
$70K +$23.2K +980 +50%
5 6
7
8 9