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Lazard
LAZ

Overview Fund Activity

286 hedge funds and large institutions have $5B invested in Lazard in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+5
Holders Change %
+1.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.17%
New
38
Increased
121
Reduced
95
Closed
29
Calls
$6.21M
Puts
$10.4M
Net Calls
-$4.24M
Net Calls Change
-$3.32M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$235M
2
AIM
2
abrdn Investment Management
United Kingdom
$417M
3
Invesco
3
Invesco
Georgia
$85.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$216M
5
TCIM
5
TIAA CREF Investment Management
New York
$91.1M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$1.38M
2
TFM
2
Trian Fund Management
New York
$252M
3
Deutsche Bank
3
Deutsche Bank
Germany
$94.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$34.8M
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
176
Evanson Asset Management
California
$1.07M +$6.08K +120 +0.6%
CB
177
Commerce Bank
Missouri
$1.04M +$1.04M +20,550 New
MCM
178
Mazama Capital Management
Oregon
$1.03M -$583K -11,505 -36%
US Bancorp
179
US Bancorp
Minnesota
$999K +$244K +4,813 +32%
RAM
180
RWC Asset Management
United Kingdom
$959K +$166K +3,275 +21%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$945K +$176K +3,478 +23%
SSWM
182
Sheets Smith Wealth Management
North Carolina
$926K +$51.7K +1,020 +6%
GMIM
183
General Motors Investment Management
New York
$904K -$33.2K -654 -4%
SM
184
Seminole Management
New York
$892K +$198K +3,900 +28%
TCM
185
Twin Capital Management
Pennsylvania
$865K +$865K +17,060 New
OC
186
Oppenheimer & Co
New York
$860K +$146K +2,885 +20%
HCA
187
Harbour Capital Advisors
Virginia
$808K +$65.9K +1,300 +9%
LPL Financial
188
LPL Financial
California
$803K +$143K +2,888 +22%
HT
189
HAP Trading
New York
$791K +$211K +4,156 +36%
Group One Trading
190
Group One Trading
Illinois
$768K +$768K +15,138 New
USGIU
191
U.S. Global Investors (USGI)
Texas
$761K – – –
AAM
192
Advisors Asset Management
Colorado
$756K +$19K +375 +3%
SC
193
Scotia Capital
Ontario, Canada
$724K +$73.2K +1,445 +11%
UBS AM
194
UBS AM
Illinois
$720K – – –
ACP
195
Ashfield Capital Partners
California
$716K -$1.77K -35 -0.2%
NCM
196
Noesis Capital Mangement
Florida
$687K +$687K +13,541 New
AB
197
Amalgamated Bank
New York
$680K +$5.73K +113 +0.8%
HCM
198
Herndon Capital Management
Georgia
$669K -$331K -6,525 -33%
PI
199
Placemark Investments
Illinois
$663K +$6.36K +126 +1%
CS
200
Comerica Securities
Michigan
$651K +$651K +12,841 New
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