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Lazard
LAZ

Overview Fund Activity

195 hedge funds and large institutions have $3.6B invested in Lazard in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
6.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
31
Increased
71
Reduced
69
Closed
31
Calls
$10.4M
Puts
$4.83M
Net Calls
+$5.53M
Net Calls Change
+$3.73M

Top Buyers

1
N
1
Natixis
France
$252M
2
CS
2
Credit Suisse
Switzerland
$51.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$64.7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$302M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$18.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$106M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$0
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$123M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
AIM
5
abrdn Investment Management
United Kingdom
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$23K -$3.54K -100 -13%
PC
177
Polar Capital
United Kingdom
$21.5K +$21.5K +597,356 New
ST
178
Spot Trading
Illinois
$19K +$19K +525 New
MFBTD
179
MB Financial Bank - Trust Department
Illinois
$18K -$11.8K -322 -40%
Creative Planning
180
Creative Planning
Kansas
$18K -$1.02K -28 -5%
First Manhattan
181
First Manhattan
New York
$18K – – –
AC
182
Alexandria Capital
Virginia
$18K +$18K +500 New
FWM
183
Focused Wealth Management
New York
$18K +$18K +507 New
BOK
184
Bank of Kentucky
Kentucky
$15K – – –
WT
185
Whittier Trust
California
$11K +$11K +296 New
FHA
186
First Horizon Advisors
Tennessee
$9K -$706 -20 -7%
MFS
187
MSI Financial Services
Massachusetts
$9K +$7.4K +203 +461%
HIM
188
Hillsdale Investment Management
Ontario, Canada
$7K – – –
WRM
189
Westport Resources Management
Connecticut
$6K – – –
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$6K +$6K +157 New
PFP
191
Pinnacle Financial Partners
Tennessee
$5K – – –
WA
192
WFG Advisors
Texas
$4K – – –
DADC
193
D.A. Davidson & Co
Montana
$4K – – –
JFGIW
194
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K – – –
Manulife (Manufacturers Life Insurance)
195
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130 +$130 +3,596 New
Westfield Capital Management
196
Westfield Capital Management
Massachusetts
– -$58.6M -1,823,110 Closed
Lord, Abbett & Co
197
Lord, Abbett & Co
New Jersey
– -$16.5M -514,700 Closed
MSA
198
Mason Street Advisors
Wisconsin
– -$5.66M -175,986 Closed
D.E. Shaw & Co
199
D.E. Shaw & Co
New York
– -$5.04M -156,874 Closed
EIM
200
Emerson Investment Management
Massachusetts
– -$2.73M -85,025 Closed
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