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Lazard
LAZ

Overview Fund Activity

304 hedge funds and large institutions have $4.94B invested in Lazard in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 106 increasing their positions, 107 reducing their positions, and 32 closing their positions.

Holders
304
Holders Change
+18
Holders Change %
+6.29%
% of All Funds
8.11%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
52
Increased
106
Reduced
107
Closed
32
Calls
$4.65M
Puts
$7.47M
Net Calls
-$2.83M
Net Calls Change
+$1.41M

Top Buyers

1
SFM
1
Systematic Financial Management
New Jersey
$59.7M
2
VFA
2
Virtus Fund Advisers
Connecticut
$126M
3
SI
3
Scout Investments
Missouri
$28.6M
4
ECA
4
Endeavour Capital Advisors
Connecticut
$25.3M
5
Citigroup
5
Citigroup
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$252M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$142M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$202M
4
Morgan Stanley
4
Morgan Stanley
New York
$189M
5
O
5
OppenheimerFunds
New York
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
URS
176
Utah Retirement Systems
Utah
$1.07M 21,339 – –
EAM
177
Evanson Asset Management
California
$1.06M 21,213 +128 +0.6%
HighTower Advisors
178
HighTower Advisors
Illinois
$1.05M 21,053 +16,209 +335%
CB
179
Commerce Bank
Missouri
$1.03M 20,625 +75 +0.4%
TCM
180
Twin Capital Management
Pennsylvania
$1.02M 20,310 +3,250 +19%
SAMC
181
Spectrum Asset Management (California)
California
$992K 19,820 +19,820 New
SIA
182
SeaBridge Investment Advisors
New Jersey
$977K 19,520 +8,065 +70%
GMIM
183
General Motors Investment Management
New York
$973K 19,439 +1,608 +9%
KeyBank National Association
184
KeyBank National Association
Ohio
$964K 19,271 +19,271 New
AGA
185
Accuvest Global Advisors
Utah
$939K 18,760 +18,760 New
BF
186
BOK Financial
Oklahoma
$918K 18,363 -3,449 -16%
NERM
187
New England Research & Management
Illinois
$909K 18,165 +18,165 New
LPL Financial
188
LPL Financial
California
$903K 18,057 +1,872 +12%
KCM
189
Karp Capital Management
California
$903K 18,056 +18,056 New
RAM
190
RWC Asset Management
United Kingdom
$893K 17,858 -1,065 -6%
SM
191
Seminole Management
New York
$881K 17,600 – –
CA
192
Callahan Advisors
Texas
$863K 17,242 +6,666 +63%
OC
193
Oppenheimer & Co
New York
$850K 16,983 +18 +0.1%
CCM
194
Cadence Capital Management
Massachusetts
$830K 16,598 -9,792 -37%
OWD
195
Osborn Williams & Donohoe
Ohio
$830K 16,600 +16,600 New
HCA
196
Harbour Capital Advisors
Virginia
$799K 15,980 +40 +0.3%
AAM
197
Advisors Asset Management
Colorado
$787K 15,722 +812 +5%
M&T Bank
198
M&T Bank
New York
$768K 15,348 -40,399 -72%
USGIU
199
U.S. Global Investors (USGI)
Texas
$750K 15,000 – –
Jennison Associates
200
Jennison Associates
New York
$744K 14,881 +14,881 New
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