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Lazard
LAZ

Overview Fund Activity

240 hedge funds and large institutions have $3.68B invested in Lazard in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 88 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-20
Holders Change %
-7.69%
% of All Funds
4.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
22
Increased
70
Reduced
88
Closed
39
Calls
$8.13M
Puts
$8.18M
Net Calls
-$50K
Net Calls Change
+$970K

Top Buyers

1
SAM
1
Southeastern Asset Management
Tennessee
$268M
2
EIP
2
Epoch Investment Partners
New York
$136M
3
Morgan Stanley
3
Morgan Stanley
New York
$98.5M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$75.3M
5
AI
5
Ariel Investments
Illinois
$367M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$141M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$163M
3
BCM
3
Basswood Capital Management
New York
$8.26M
4
RA
4
Royce & Associates
New York
$39.7M
5
RRAM
5
River Road Asset Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
151
First National Trust
Pennsylvania
$615K – – –
TC
152
Telemus Capital
Michigan
$614K -$31.1K -678 -5%
IA
153
Investor AB
Sweden
$589K – – –
State of Wisconsin Investment Board
154
State of Wisconsin Investment Board
Wisconsin
$574K +$17.1K +374 +3%
AAM
155
Advisors Asset Management
Colorado
$555K – – –
Acadian Asset Management
156
Acadian Asset Management
Massachusetts
$491K +$74.8K +1,640 +18%
GC
157
Guggenheim Capital
Illinois
$475K +$152K +3,308 +47%
IA
158
IndexIQ Advisors
New York
$473K +$47.4K +1,035 +11%
Los Angeles Capital Management
159
Los Angeles Capital Management
California
$470K – – –
BAM
160
Belpointe Asset Management
Nevada
$465K -$76.7K -1,673 -14%
SFI
161
Susquehanna Fundamental Investments
Pennsylvania
$448K -$3.73M -81,501 -89%
ProShare Advisors
162
ProShare Advisors
Maryland
$446K +$3.8K +83 +0.9%
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$444K – – –
CCM
164
Cullen Capital Management
New York
$443K -$9.62K -210 -2%
LNC
165
Lincoln National Corp
Pennsylvania
$420K +$420K +9,174 New
New York State Teachers Retirement System (NYSTRS)
166
New York State Teachers Retirement System (NYSTRS)
New York
$389K -$9.15K -200 -2%
BCA
167
Bay Colony Advisors
Massachusetts
$377K – – –
MSRPS
168
Maryland State Retirement & Pension System
Maryland
$376K +$376K +8,002 New
RIL
169
Rothschild Investment LLC
Illinois
$371K +$91.6K +2,000 +33%
PAM
170
Panagora Asset Management
Massachusetts
$364K +$14.9K +325 +4%
CS
171
Credit Suisse
Switzerland
$361K +$361K +7,891 New
AA
172
ALPS Advisors
Colorado
$357K +$6.24K +136 +2%
PPA
173
Parametric Portfolio Associates
Washington
$351K -$1.93K -42 -0.5%
Ameriprise
174
Ameriprise
Minnesota
$347K -$1.49M -32,501 -81%
IRC
175
Investors Research Corp
Georgia
$337K – – –
5 6
7
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