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Lazard
LAZ

Overview Fund Activity

251 hedge funds and large institutions have $2.81B invested in Lazard in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-19
Holders Change %
-7.04%
% of All Funds
6.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
75
Reduced
116
Closed
50
Calls
$44.7M
Puts
$18.1M
Net Calls
+$26.6M
Net Calls Change
-$17.2M

Top Buyers

1
CWAM
1
Columbia Wanger Asset Management
Illinois
$90M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$140M
3
VFA
3
Virtus Fund Advisers
Connecticut
$112M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$39.7M
5
SO
5
STRS Ohio
Ohio
$59.4M

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$102M
2
PIM
2
Perkins Investment Management
Illinois
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$16.3M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$5.96M
5
Charles Schwab
5
Charles Schwab
California
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRF
176
IBM Retirement Fund
New York
$383K +$2.98K +100 +0.8%
CG
177
Cutler Group
California
$375K +$318K +10,677 +554%
Group One Trading
178
Group One Trading
Illinois
$363K +$161K +5,400 +80%
AAM
179
Advisors Asset Management
Colorado
$355K -$21.2K -711 -6%
Axa
180
Axa
France
$345K – – –
JPMPWA
181
J.P. Morgan Private Wealth Advisors
California
$340K -$49.2K -1,654 -13%
AG
182
Advisor Group
Arizona
$337K +$337K +11,403 New
Nuveen Asset Management
183
Nuveen Asset Management
Illinois
$334K – – –
UBS AM
184
UBS AM
Illinois
$334K – – –
RFS
185
Rockefeller Financial Services
New York
$328K – – –
New York State Teachers Retirement System (NYSTRS)
186
New York State Teachers Retirement System (NYSTRS)
New York
$322K – – –
BlackRock
187
BlackRock
New York
$312K -$6.29K -211 -2%
SOADOR
188
State of Alaska Department of Revenue
Alaska
$302K – – –
HSBC Holdings
189
HSBC Holdings
United Kingdom
$293K -$635K -21,334 -68%
Wolverine Trading
190
Wolverine Trading
Illinois
$272K +$272K +9,215 New
Balyasny Asset Management
191
Balyasny Asset Management
Illinois
$259K -$118K -3,960 -31%
CBT
192
Central Bank & Trust
Kentucky
$251K -$2.32M -77,878 -90%
Legal & General Group
193
Legal & General Group
United Kingdom
$247K +$11.5K +384 +5%
US Bancorp
194
US Bancorp
Minnesota
$240K -$1.4K -47 -0.6%
PMG
195
ProVise Management Group
Florida
$232K -$14.9K -500 -6%
AG
196
Aperio Group
California
$229K -$3.76K -126 -2%
CCM
197
Covington Capital Management
California
$225K -$193K -6,479 -46%
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$225K +$40.9K +1,371 +22%
WTC
199
WhitTier Trust Company
Nevada
$201K +$49.1K +1,647 +32%
HCM
200
Herndon Capital Management
Georgia
$197K -$82.1K -2,755 -29%
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