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Lazard
LAZ

Overview Fund Activity

289 hedge funds and large institutions have $4.37B invested in Lazard in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+6
Holders Change %
+2.12%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
38
Increased
105
Reduced
104
Closed
29
Calls
$24.8M
Puts
$11.9M
Net Calls
+$13M
Net Calls Change
+$14.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$49.6M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$138M
3
Principal Financial Group
Principal Financial Group
Iowa
$43.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$33.4M
5
Wells Fargo
Wells Fargo
California
$28.7M

Top Sellers

1
BHG
Blue Harbour Group
Connecticut
$20.2M
2
HI
Honeywell International
North Carolina
$0
3
VFA
Virtus Fund Advisers
Connecticut
$26.3M
4
EVM
Eaton Vance Management
Massachusetts
$23.7M
5
IGIM
I.G. Investment Management
Manitoba, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
201
New York State Teachers Retirement System (NYSTRS)
New York
$479K -$31.6K -700 -6%
CI
202
Cambiar Investors
Colorado
$476K +$4.97K +110 +1%
DAC
203
Dividend Assets Capital
South Carolina
$460K -$3.39K -75 -0.7%
NSEDCP
204
NJ State Employees Deferred Compensation Plan
New Jersey
$452K +$181K +4,000 +67%
PCM
205
Piermont Capital Management
Missouri
$448K -$256K -5,650 -36%
SG Americas Securities
206
SG Americas Securities
New York
$435K +$260K +5,760 +149%
MAM
207
Martingale Asset Management
Massachusetts
$423K – – –
SIP
208
Stoneridge Investment Partners
Pennsylvania
$421K +$67.6K +1,494 +19%
ELI
209
Empire Life Investments
Ontario, Canada
$421K +$75.7K +1,673 +22%
CCMW
210
Cypress Capital Management (Wyoming)
Wyoming
$419K +$419K +9,265 New
PAM
211
Panagora Asset Management
Massachusetts
$414K – – –
Commonwealth Equity Services
212
Commonwealth Equity Services
Massachusetts
$405K +$10.9K +240 +3%
FIM
213
Freedom Investment Management
Connecticut
$401K +$9.78K +216 +2%
SRSA
214
S.R. Schill & Associates
Washington
$393K -$13.4K -297 -3%
HIM
215
Hillsdale Investment Management
Ontario, Canada
$393K – – –
SRC
216
Shufro Rose & Co
New York
$387K – – –
MLICM
217
Metropolitan Life Insurance Company (MetLife)
New York
$385K +$20.3K +449 +6%
PGFC
218
Peapack-Gladstone Financial Corp
New Jersey
$384K +$27.1K +600 +8%
AG
219
Aperio Group
California
$378K -$3.62K -80 -0.9%
LA
220
Lucus Advisors
New York
$350K +$3.21K +71 +0.9%
CPIM
221
Columbia Partners Investment Management
Virginia
$339K – – –
AG
222
Advisor Group
Arizona
$337K +$40.1K +887 +14%
MA
223
MUFG Americas
New York
$330K +$9.16K +202 +3%
Loomis, Sayles & Company
224
Loomis, Sayles & Company
Massachusetts
$330K +$305K +6,742 +1,217%
HSBC Holdings
225
HSBC Holdings
United Kingdom
$319K +$39.7K +878 +14%
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