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Lazard
LAZ

Overview Fund Activity

270 hedge funds and large institutions have $3.85B invested in Lazard in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 102 reducing their positions, and 40 closing their positions.

Holders
270
Holders Change
-8
Holders Change %
-2.88%
% of All Funds
7.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
108
Reduced
102
Closed
40
Calls
$50.4M
Puts
$6.63M
Net Calls
+$43.8M
Net Calls Change
+$5.78M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$116M
2
CWAM
2
Columbia Wanger Asset Management
Illinois
$45.6M
3
AI
3
Ariel Investments
Illinois
$251M
4
RA
4
Royce & Associates
New York
$58.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$65.4M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$14.7M
3
Invesco
3
Invesco
Georgia
$12.3M
4
AIM
4
abrdn Investment Management
United Kingdom
$229M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$49.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Rafferty Asset Management
176
Rafferty Asset Management
New York
$645K 16,634 +5,470 +49%
MFW
177
Meristem Family Wealth
Minnesota
$585K 15,069 – –
AB
178
Amalgamated Bank
New York
$578K 14,909 +1,171 +9%
LPL Financial
179
LPL Financial
California
$570K 15,490 -20,744 -57%
VKH
180
Virtu KCG Holdings
New York
$566K 14,577 -9,551 -40%
KeyBank National Association
181
KeyBank National Association
Ohio
$546K 14,083 +2,065 +17%
CCM
182
Covington Capital Management
California
$545K 14,040 -5,875 -30%
Walleye Trading
183
Walleye Trading
New York
$515K 13,263 -17,587 -57%
LA
184
Lucus Advisors
New York
$513K 13,212 +13,212 New
JPMPWA
185
J.P. Morgan Private Wealth Advisors
California
$508K 13,084 +7,245 +124%
QT
186
Quantbot Technologies
New York
$499K 12,885 +12,021 +1,391%
IRF
187
IBM Retirement Fund
New York
$495K 12,770 -17,143 -57%
Balyasny Asset Management
188
Balyasny Asset Management
Illinois
$491K 12,644 +12,644 New
AAM
189
Advisors Asset Management
Colorado
$490K 12,622 -815 -6%
CG
190
Clinton Group
New York
$468K 12,074 +12,074 New
AAS
191
Annex Advisory Services
Wisconsin
$459K 11,840 +1,447 +14%
SRP
192
Saddle Road Partners
Nebraska
$454K 11,703 +916 +8%
Axa
193
Axa
France
$449K 11,578 – –
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$444K 11,448 -35,073 -75%
UBS AM
195
UBS AM
Illinois
$436K 11,225 -2,975 -21%
RFS
196
Rockefeller Financial Services
New York
$428K 11,030 – –
NGA
197
Naples Global Advisors
Florida
$421K 10,857 +10,857 New
New York State Teachers Retirement System (NYSTRS)
198
New York State Teachers Retirement System (NYSTRS)
New York
$419K 10,800 – –
MC
199
Montag & Caldwell
Georgia
$419K 10,799 +8 +0.1%
BlackRock
200
BlackRock
New York
$414K 10,672 +10,672 New
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