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Lazard
LAZ

Overview Fund Activity

279 hedge funds and large institutions have $4.3B invested in Lazard in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-11
Holders Change %
-3.79%
% of All Funds
7.8%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
30
Increased
127
Reduced
99
Closed
39
Calls
$44.5M
Puts
$26.2M
Net Calls
+$18.3M
Net Calls Change
-$13.3M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$252M
2
Franklin Resources
Franklin Resources
California
$102M
3
CGM
Capital Growth Management
Massachusetts
$64.1M
4
VFA
Virtus Fund Advisers
Connecticut
$103M
5
SO
STRS Ohio
Ohio
$65M

Top Sellers

1
HL
Harding Loevner
New Jersey
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$53M
3
AII
AGF Investments Inc
Ontario, Canada
$23.6M
4
RIM
Rainier Investment Management
Washington
$0
5
AIM
abrdn Investment Management
United Kingdom
$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
201
Advisors Asset Management
Colorado
$648K -$85.2K -1,969 -12%
SC
202
Scotia Capital
Ontario, Canada
$643K +$11.8K +272 +2%
AB
203
Amalgamated Bank
New York
$638K +$9.66K +223 +2%
CG
204
Clinton Group
New York
$632K +$368K +8,497 +139%
UBS AM
205
UBS AM
Illinois
$615K – – –
BIM
206
BRC Investment Management
Colorado
$588K +$588K +13,591 New
CFMC
207
Curbstone Financial Management Corp
New Hampshire
$572K +$99.7K +2,300 +21%
Envestnet Asset Management
208
Envestnet Asset Management
Illinois
$546K -$807K -18,653 -60%
NA
209
Navellier & Associates
Nevada
$541K -$30.4K -702 -5%
ZCM
210
Zebra Capital Management
Connecticut
$526K +$526K +12,147 New
Rafferty Asset Management
211
Rafferty Asset Management
New York
$517K +$272K +6,287 +111%
Brown Advisory
212
Brown Advisory
Maryland
$502K +$227K +5,233 +82%
Axa
213
Axa
France
$501K – – –
BAS
214
Brown Advisory Securities
Maryland
$500K – – –
HCS
215
Harvest Capital Strategies
California
$483K +$208K +4,800 +76%
RFS
216
Rockefeller Financial Services
New York
$478K – – –
New York State Teachers Retirement System (NYSTRS)
217
New York State Teachers Retirement System (NYSTRS)
New York
$468K +$195K +4,500 +71%
MC
218
Montag & Caldwell
Georgia
$458K +$10.8K +250 +2%
SAM
219
Sawgrass Asset Management
Florida
$441K -$84.5K -1,950 -16%
CAW
220
Cornerstone Advisors (Washington)
Washington
$415K +$30.5K +703 +8%
MAM
221
Meeder Asset Management
Ohio
$410K +$410K +9,471 New
US Bancorp
222
US Bancorp
Minnesota
$405K -$30.2K -697 -7%
AAS
223
Annex Advisory Services
Wisconsin
$405K +$405K +9,344 New
GS
224
GAM Systematic
United Kingdom
$393K -$109K -2,525 -22%
SG Americas Securities
225
SG Americas Securities
New York
$390K +$49.8K +1,151 +15%
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