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Lazard
LAZ

245 hedge funds and large institutions have $3.34B invested in Lazard in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 67 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $8.94M | Put options by funds: $3.84M

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

12% more capital invested

Capital invested by funds: $2.97B → $3.34B (+$368M)

2% more funds holding

Funds holding: 241 → 245 (+4)

0.1% more ownership

Funds ownership: 79.44% → 79.54% (+0.1%)

31% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 97

Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
4.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
41
Increased
67
Reduced
97
Closed
29
Calls
$8.94M
Puts
$3.84M
Net Calls
+$5.09M
Net Calls Change
+$6.18M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$29.3M
2
Morgan Stanley
Morgan Stanley
New York
+$20.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$12.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.6M
5
CS
Credit Suisse
Switzerland
+$11.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$51.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$16.7M
3
AI
Ariel Investments
Illinois
-$16.5M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$16.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
201
Whittier Trust
California
$65K – – –
GWM
202
Geneos Wealth Management
Colorado
$51K – – –
RCA
203
Ranch Capital Advisors
Florida
$48K +$45.6K +1,208 New
CFGS
204
Concourse Financial Group Securities
Alabama
$43K +$16.8K +445 +70%
FGAM
205
Financial Gravity Asset Management
Texas
$40K -$1.81K -48 -26%
SIC
206
Samalin Investment Counsel
New York
$33K +$32.1K +850 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$29K – – –
SSB
208
Sandy Spring Bank
Maryland
$28K -$368K -9,740 -93%
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K +$24.6K +650 New
HCA
210
Horan Capital Advisors
Ohio
$25K -$1.4M -37,130 -98%
AA
211
Argent Advisors
Louisiana
$25K +$24.6K +650 New
QT
212
Quantbot Technologies
New York
$22K -$304K -8,048 -93%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$21K -$15.2K -403 -44%
MF
214
Manchester Financial
California
$19K +$18.3K +485 New
ONST
215
Old North State Trust
North Carolina
$18K – – –
THWM
216
Taylor Hoffman Wealth Management
Virginia
$17K -$7.21K -191 -31%
HI
217
Hudock Inc
Pennsylvania
$17K +$189 +5 +1%
JWA
218
JFS Wealth Advisors
Pennsylvania
$14K – – –
SFS
219
Sowell Financial Services
Arkansas
$14K +$38 +1 +0.3%
CIA
220
CSat Investment Advisory
Michigan
$13K +$1.93K +51 +19%
LJHT
221
Laurie J. Hall Trustee
$12K +$1.51K +40 +15%
FMT
222
First Mercantile Trust
Tennessee
$12K +$11.3K +299 New
VCP
223
Verus Capital Partners
Arizona
$12K +$11.3K +300 New
ACM
224
Allred Capital Management
Texas
$10.6K +$10K +266 New
TRCT
225
Tower Research Capital (TRC)
New York
$10K -$225K -5,965 -96%
7 8
9
10 11

LAZ Hedge Fund Activity: Q4 2019 in Review

245 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q4 2019, worth a combined $3.34B — up 12% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new LAZ positions and 29 closed out — a net gain of 12 holders — while 67 added to existing stakes and 97 trimmed.

The largest buyer was Southeastern Asset Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $51.8M.

  • 245 institutional investors held Lazard (LAZ) as of Q4 2019, up from 241 in Q3 2019.
  • Funds reported $3.34B of Lazard stock for Q4 2019, up 12% quarter-over-quarter.
  • 41 funds opened new Lazard positions in Q4 2019 and 29 closed out, a net change of +12 holders.
  • The largest Lazard buyer in Q4 2019 was Southeastern Asset Management, an estimated $29.3M added.
  • The largest Lazard seller in Q4 2019 was Vanguard Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2019.