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Lazard
LAZ

Overview Fund Activity

220 hedge funds and large institutions have $1.9B invested in Lazard in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 90 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-25
Holders Change %
-10.2%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
37
Increased
64
Reduced
90
Closed
58
Calls
$3.65M
Puts
$3.67M
Net Calls
-$21K
Net Calls Change
-$5.12M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$54.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
$252M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$199M
4
RAM
RWC Asset Management
United Kingdom
$59.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$202M
2
TIM
Thornburg Investment Management
New Mexico
$0
3
SAM
Southeastern Asset Management
Tennessee
$169M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$0
5
Morgan Stanley
Morgan Stanley
New York
$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
176
Cutler Group
California
$57K +$57K +2,435 New
MAM
177
Meeder Asset Management
Ohio
$48K +$5.71K +243 +14%
PI
178
PEAK6 Investments
Illinois
$47K +$47K +1,999 New
NIT
179
NumerixS Investment Technologies
British Columbia, Canada
$47K +$47K +2,000 New
AIG
180
American International Group
New York
$45K -$496 -21 -1%
Barclays
181
Barclays
United Kingdom
$41K -$5.94M -253,007 -99%
II
182
Inspire Investing
Idaho
$39K +$39K +1,634 New
GWM
183
Geneos Wealth Management
Colorado
$29K -$2.4K -100 -8%
CFGS
184
Concourse Financial Group Securities
Alabama
$20K -$5.45K -232 -21%
PA
185
Procyon Advisors
Connecticut
$20K +$16.5K +700 +467%
US Bancorp
186
US Bancorp
Minnesota
$19K -$23.2K -1,000 -55%
WT
187
Whittier Trust
California
$19K -$18.7K -805 -50%
APA
188
American Portfolios Advisors
New York
$18.6K -$42.6K -1,808 -70%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$17K – – –
LWCFA
190
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
RCA
191
Ranch Capital Advisors
Florida
$14K -$13.8K -600 -50%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$12K +$139 +6 +1%
PFO
193
Pathstone Family Office
New Jersey
$12K +$12K +512 New
MF
194
Manchester Financial
California
$11K – – –
IA
195
IFP Advisors
Florida
$11K +$11K +426 New
TRCT
196
Tower Research Capital (TRC)
New York
$10K +$4.04K +176 +68%
FMT
197
First Mercantile Trust
Tennessee
$9K +$1.55K +62 +21%
CIA
198
CSat Investment Advisory
Michigan
$9K +$1.59K +70 +21%
JWA
199
JFS Wealth Advisors
Pennsylvania
$8K – – –
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
6 7
8
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