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Lazard
LAZ

Overview Fund Activity

243 hedge funds and large institutions have $4.85B invested in Lazard in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+26
Holders Change %
+11.98%
% of All Funds
7.02%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
46
Increased
94
Reduced
69
Closed
18
Calls
$7.89M
Puts
$10.6M
Net Calls
-$2.66M
Net Calls Change
-$5.27M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
$318M
2
State Street
State Street
Massachusetts
$106M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$138M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$143M
5
LPLP
Lansdowne Partners Limited Partnership
United Kingdom
$24.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$23.7M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$54.4M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
$0
4
GTP
Global Thematic Partners
New York
$39.7M
5
AI
Ariel Investments
Illinois
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
176
BOK Financial
Oklahoma
$402K -$562K -11,934 -58%
SM
177
Seminole Management
New York
$399K -$1.99M -42,220 -83%
Axa
178
Axa
France
$377K – – –
BP
179
Banyan Partners
Florida
$364K -$28.7K -610 -7%
TC
180
TFS Capital
Pennsylvania
$358K +$358K +7,610 New
FA
181
FDx Advisors
Illinois
$324K +$324K +6,884 New
AIU
182
Algebris Investments (UK)
United Kingdom
$320K +$320K +6,800 New
HIM
183
Hillsdale Investment Management
Ontario, Canada
$316K +$5.18K +110 +2%
AG
184
Aperio Group
California
$305K +$305K +6,480 New
SCM
185
Stux Capital Management
New York
$297K -$23.6K -500 -7%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$297K – – –
ICRM
187
Insight Capital Research & Management
California
$280K -$28.7K -609 -9%
CIBC Asset Management
188
CIBC Asset Management
Ontario, Canada
$279K +$61.8K +1,313 +28%
US Bancorp
189
US Bancorp
Minnesota
$266K +$40.8K +866 +18%
USAA
190
United Services Automobile Association
Texas
$259K – – –
QI
191
QS Investors
New York
$259K – – –
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
$254K +$159K +3,384 +168%
DADC
193
D.A. Davidson & Co
Montana
$244K +$184K +3,922 +309%
GCA
194
Greenwood Capital Associates
South Carolina
$243K +$243K +5,160 New
Luther King Capital Management (LKCM)
195
Luther King Capital Management (LKCM)
Texas
$238K -$85.7K -1,817 -26%
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$237K +$3.01K +64 +1%
CAM
197
Capstone Asset Management
Texas
$233K -$69.6K -1,480 -23%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$231K +$231K +4,896 New
FAAS
199
First Allied Advisory Services
California
$226K +$226K +4,791 New
JG
200
Jefferies Group
New York
$217K +$217K +4,606 New
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