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Lazard
LAZ

Overview Fund Activity

240 hedge funds and large institutions have $3.68B invested in Lazard in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 88 reducing their positions, and 39 closing their positions.

Holders
240
Holders Change
-20
Holders Change %
-7.69%
% of All Funds
4.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
22
Increased
70
Reduced
88
Closed
39
Calls
$8.13M
Puts
$8.18M
Net Calls
-$50K
Net Calls Change
+$970K

Top Buyers

1
SAM
1
Southeastern Asset Management
Tennessee
$268M
2
EIP
2
Epoch Investment Partners
New York
$136M
3
Morgan Stanley
3
Morgan Stanley
New York
$98.5M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$75.3M
5
AI
5
Ariel Investments
Illinois
$367M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$141M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$163M
3
BCM
3
Basswood Capital Management
New York
$8.26M
4
RA
4
Royce & Associates
New York
$39.7M
5
RRAM
5
River Road Asset Management
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
176
Next Financial Group
Texas
$325K 7,106 -343 -5%
MAM
177
Morse Asset Management
Connecticut
$321K 7,000 – –
RE
178
RBC Europe
United Kingdom
$300K 6,540 – –
SMF
179
Sterling Manor Financial
New York
$293K 6,400 – –
CS
180
Cannell & Spears
New York
$266K 5,806 – –
DC
181
Davenport & Co
Virginia
$261K 5,700 -100 -2%
URS
182
Utah Retirement Systems
Utah
$238K 5,200 -100 -2%
WCM
183
Whitener Capital Management
North Carolina
$232K 5,500 – –
VNA
184
Valley National Advisers
Pennsylvania
$227K 4,956 – –
Prudential Financial
185
Prudential Financial
New Jersey
$224K 4,739 -161 -3%
CIBC Asset Management
186
CIBC Asset Management
Ontario, Canada
$213K 4,642 +4,642 New
LFRG
187
Lazard Frères Gestion
France
$208K 4,500 +4,500 New
KWMG
188
King Wealth Management Group
Florida
$206K 4,500 – –
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$193K 4,220 +4,220 New
AA
190
AlphaMark Advisors
Kentucky
$135K 2,950 – –
EBA
191
Eagle Bay Advisors
New York
$130K 2,858 +1,429 +100%
AS
192
Altshuler Shaham
Israel
$126K 2,743 +1,495 +120%
FCA
193
FinTrust Capital Advisors
South Carolina
$119K 2,598 – –
EVM
194
Eaton Vance Management
Massachusetts
$116K 2,531 – –
US Bancorp
195
US Bancorp
Minnesota
$107K 2,337 +85 +4%
MLICM
196
Metropolitan Life Insurance Company (MetLife)
New York
$91.1K 1,989 -117 -6%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$90K 1,975 +12 +0.6%
SPIA
198
Steward Partners Investment Advisory
New York
$74K 1,626 +500 +44%
GWM
199
Geneos Wealth Management
Colorado
$65K 1,377 +6 +0.4%
APA
200
American Portfolios Advisors
New York
$55.8K 1,219 -22 -2%
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