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Lazard
LAZ

245 hedge funds and large institutions have $3.34B invested in Lazard in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $8.94M | Put options by funds: $3.84M

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

12% more capital invested

Capital invested by funds: $2.97B → $3.34B (+$368M)

2% more funds holding

Funds holding: 241 → 245 (+4)

0.1% more ownership

Funds ownership: 79.44% → 79.54% (+0.1%)

31% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 97

Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
4.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
41
Increased
67
Reduced
97
Closed
29
Calls
$8.94M
Puts
$3.84M
Net Calls
+$5.09M
Net Calls Change
+$6.18M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$29.3M
2
Morgan Stanley
Morgan Stanley
New York
+$20.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.6M
5
CS
Credit Suisse
Switzerland
+$11.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$51.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$16.7M
3
AI
Ariel Investments
Illinois
-$16.5M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$16.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
176
Advisors Asset Management
Colorado
$237K +$70K +1,854 +46%
Jane Street
177
Jane Street
New York
$234K -$611K -16,182 -73%
American Century Companies
178
American Century Companies
Missouri
$233K +$220K +5,823 New
WSC
179
Wellington Shields & Co
New York
$230K +$217K +5,750 New
SS
180
Sunbelt Securities
Texas
$226K +$213K +5,650 New
WCM
181
Whitener Capital Management
North Carolina
$225K +$213K +5,650 New
PPA
182
Parametric Portfolio Associates
Washington
$224K +$212K +5,611 New
LMAM
183
Legg Mason Asset Management
Japan
$223K +$10.2K +270 +5%
PP
184
Prudential plc
United Kingdom
$221K +$209K +5,537 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$212K -$1.36K -36 -0.7%
BWAM
186
Boyd Watterson Asset Management
Ohio
$206K +$194K +5,147 New
BFM
187
Boothbay Fund Management
New York
$204K +$193K +5,100 New
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$200K +$189K +5,000 +166,667%
PAM
189
Panagora Asset Management
Massachusetts
$199K – – –
MLICM
190
Metropolitan Life Insurance Company (MetLife)
New York
$172K -$4.65K -123 -3%
HPC
191
HM Payson & Co
Maine
$120K – – –
AA
192
AlphaMark Advisors
Kentucky
$118K – – –
APA
193
American Portfolios Advisors
New York
$104K -$35K -926 -26%
Acadian Asset Management
194
Acadian Asset Management
Massachusetts
$89K +$604 +16 +0.7%
WLPWM
195
Walled Lake Planning & Wealth Management
Illinois
$86K +$81.2K +2,150 New
Marshall Wace
196
Marshall Wace
United Kingdom
$85K +$80.3K +2,125 New
FCA
197
FinTrust Capital Advisors
South Carolina
$79K – – –
AIG
198
American International Group
New York
$77K -$2.72K -72 -4%
US Bancorp
199
US Bancorp
Minnesota
$73K – – –
MAM
200
Meeder Asset Management
Ohio
$72K – – –
6 7
8
9 10

LAZ Hedge Fund Activity: Q4 2019 in Review

245 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q4 2019, worth a combined $3.34B — up 12% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new LAZ positions and 29 closed out — a net gain of 12 holders — while 67 added to existing stakes and 97 trimmed.

The largest buyer was Southeastern Asset Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $51.8M.

  • 245 institutional investors held Lazard (LAZ) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $3.34B of Lazard stock for Q4 2019, up 12% quarter-over-quarter.
  • 41 funds opened new Lazard positions in Q4 2019 and 29 closed out, a net change of +12 holders.
  • The largest Lazard buyer in Q4 2019 was Southeastern Asset Management, an estimated $29.3M added.
  • The largest Lazard seller in Q4 2019 was Vanguard Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2019.