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Lazard
LAZ

Overview Fund Activity

289 hedge funds and large institutions have $4.37B invested in Lazard in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+6
Holders Change %
+2.12%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
38
Increased
105
Reduced
104
Closed
29
Calls
$24.8M
Puts
$11.9M
Net Calls
+$13M
Net Calls Change
+$14.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$49.6M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$138M
3
Principal Financial Group
Principal Financial Group
Iowa
$43.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$33.4M
5
Wells Fargo
Wells Fargo
California
$28.7M

Top Sellers

1
BHG
Blue Harbour Group
Connecticut
$20.2M
2
HI
Honeywell International
North Carolina
$0
3
VFA
Virtus Fund Advisers
Connecticut
$26.3M
4
EVM
Eaton Vance Management
Massachusetts
$23.7M
5
IGIM
I.G. Investment Management
Manitoba, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$815K +$815K +18,020 New
ProShare Advisors
177
ProShare Advisors
Maryland
$805K -$31.6K -699 -4%
TI
178
Trexquant Investment
Connecticut
$791K +$791K +17,488 New
Jane Street
179
Jane Street
New York
$769K +$769K +17,007 New
LG
180
Leuthold Group
Minnesota
$745K -$40.9K -905 -5%
GHAM
181
Gilman Hill Asset Management
Connecticut
$744K -$40.2K -890 -5%
MCM
182
McKinley Capital Management
Alaska
$728K +$728K +16,109 New
JPMPWA
183
J.P. Morgan Private Wealth Advisors
California
$711K -$231K -5,120 -25%
CG
184
Cutler Group
California
$695K +$677K +14,972 +3,679%
Comerica Bank
185
Comerica Bank
Texas
$684K – – –
Connor, Clark & Lunn Investment Management (CC&L)
186
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$678K +$678K +15,000 New
WCBA
187
Weaver C. Barksdale & Associates
Tennessee
$663K – – –
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$633K +$31.7K +700 +5%
HCMT
189
Highland Capital Management (Tennessee)
Tennessee
$605K +$605K +13,370 New
HCM
190
Hodges Capital Management
Texas
$600K -$402K -8,894 -40%
CB
191
Commerce Bank
Missouri
$587K +$587K +12,989 New
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$575K +$993 +22 +0.2%
SSA
193
Schonfeld Strategic Advisors
New York
$571K +$571K +12,628 New
FMBTD
194
First Midwest Bank Trust Division
Illinois
$554K +$191K +4,225 +53%
VIA
195
Vident Investment Advisory
Georgia
$550K +$550K +12,170 New
Capstone Investment Advisors
196
Capstone Investment Advisors
New York
$529K +$529K +11,700 New
Citigroup
197
Citigroup
New York
$524K -$1.46M -32,408 -74%
SOADOR
198
State of Alaska Department of Revenue
Alaska
$513K +$14.9K +330 +3%
AA
199
ALPS Advisors
Colorado
$512K +$512K +11,320 New
KI
200
Koch Industries
Kansas
$511K +$13K +288 +3%
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