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Lazard
LAZ

Overview Fund Activity

286 hedge funds and large institutions have $5B invested in Lazard in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+5
Holders Change %
+1.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.17%
New
38
Increased
121
Reduced
95
Closed
29
Calls
$6.21M
Puts
$10.4M
Net Calls
-$4.24M
Net Calls Change
-$3.32M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$235M
2
AIM
2
abrdn Investment Management
United Kingdom
$417M
3
Invesco
3
Invesco
Georgia
$85.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$216M
5
TCIM
5
TIAA CREF Investment Management
New York
$91.1M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$1.38M
2
TFM
2
Trian Fund Management
New York
$252M
3
Deutsche Bank
3
Deutsche Bank
Germany
$94.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$34.8M
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
201
Quantbot Technologies
New York
$600K +$27K +532 +5%
SIA
202
SeaBridge Investment Advisors
New Jersey
$581K -$97.9K -1,930 -14%
BIM
203
BRC Investment Management
Colorado
$560K -$1.47K -29 -0.3%
RFS
204
Rockefeller Financial Services
New York
$559K – – –
CG
205
Clinton Group
New York
$551K +$234K +4,605 +74%
CA
206
Callahan Advisors
Texas
$536K +$102K +2,011 +23%
Jones Financial Companies
207
Jones Financial Companies
Missouri
$527K +$128K +2,525 +32%
NES
208
New England Securities
New York
$500K +$3.25K +64 +0.7%
CCM
209
Coldstream Capital Management
Washington
$495K – – –
SAM
210
Sawgrass Asset Management
Florida
$482K – – –
VKH
211
Virtu KCG Holdings
New York
$473K -$374K -7,364 -44%
Envestnet Asset Management
212
Envestnet Asset Management
Illinois
$458K +$137K +2,694 +43%
NVIM
213
New Vernon Investment Management
Illinois
$456K -$557K -11,000 -55%
B
214
Barings
North Carolina
$446K -$1.37M -27,000 -75%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$446K +$144K +2,846 +48%
BAS
216
Brown Advisory Securities
Maryland
$444K +$96.3K +1,910 +28%
Jane Street
217
Jane Street
New York
$432K -$1.73M -34,050 -80%
BNP Paribas Asset Management
218
BNP Paribas Asset Management
France
$427K +$208K +4,097 +95%
Parallax Volatility Advisers
219
Parallax Volatility Advisers
California
$425K -$213K -4,202 -33%
AG
220
Aperio Group
California
$416K +$6.33K +125 +2%
AI
221
Analytic Investors
California
$413K -$150K -2,958 -27%
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
$411K -$147K -2,899 -26%
Barclays
223
Barclays
United Kingdom
$410K +$165K +3,300 +68%
Axa
224
Axa
France
$406K – – –
JIP
225
Jaffetilchin Investment Partners
Florida
$395K +$395K +7,798 New
7 8
9
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