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Lazard
LAZ

Overview Fund Activity

248 hedge funds and large institutions have $3.25B invested in Lazard in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 99 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
42
Increased
79
Reduced
99
Closed
41
Calls
$60.2M
Puts
$12.5M
Net Calls
+$47.6M
Net Calls Change
+$21M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$41.7M
2
DK
2
Darrell & King
Virginia
$24.5M
3
EVM
3
Eaton Vance Management
Massachusetts
$35.9M
4
PA
4
Pinnacle Associates
New York
$45M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$160M

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$58.2M
2
VFA
2
Virtus Fund Advisers
Connecticut
$89.8M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$2.08M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$352M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
176
BlackRock
New York
$406K +$26K +715 +7%
LA
177
Lucus Advisors
New York
$405K +$405K +11,126 New
New York State Teachers Retirement System (NYSTRS)
178
New York State Teachers Retirement System (NYSTRS)
New York
$404K +$10.9K +300 +3%
NIT
179
NumerixS Investment Technologies
British Columbia, Canada
$382K -$167K -4,600 -30%
Jane Street
180
Jane Street
New York
$380K +$380K +10,444 New
DAC
181
Dividend Assets Capital
South Carolina
$380K +$380K +10,460 New
SOADOR
182
State of Alaska Department of Revenue
Alaska
$369K – – –
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$364K +$90.5K +2,498 +33%
Balyasny Asset Management
184
Balyasny Asset Management
Illinois
$351K +$35.3K +970 +11%
Legal & General Group
185
Legal & General Group
United Kingdom
$348K +$47.3K +1,300 +16%
AAM
186
Advisors Asset Management
Colorado
$345K -$88.2K -2,426 -20%
MAM
187
Martingale Asset Management
Massachusetts
$341K -$2.15M -59,075 -86%
BTS
188
BB&T Securities
Virginia
$340K +$340K +9,371 New
PAM
189
Panagora Asset Management
Massachusetts
$337K +$205K +5,625 +155%
HSBC Holdings
190
HSBC Holdings
United Kingdom
$304K -$53.8K -1,479 -15%
FA
191
FDx Advisors
Illinois
$301K +$301K +8,288 New
Rafferty Asset Management
192
Rafferty Asset Management
New York
$298K -$202K -5,553 -40%
QC
193
Quadrature Capital
United Kingdom
$291K +$291K +7,997 New
SRSA
194
S.R. Schill & Associates
Washington
$290K +$290K +7,969 New
AG
195
Aperio Group
California
$279K – – –
PMG
196
ProVise Management Group
Florida
$273K -$10.9K -300 -4%
SRC
197
Shufro Rose & Co
New York
$265K +$265K +7,300 New
CBT
198
Central Bank & Trust
Kentucky
$263K -$44.1K -1,212 -14%
FRM
199
Fox Run Management
Connecticut
$247K +$247K +6,800 New
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$246K +$246K +6,771 New
6 7
8
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