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Lazard
LAZ

Overview Fund Activity

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.

Holders
245
Holders Change
+4
Holders Change %
+1.66%
% of All Funds
4.84%
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
1
Southeastern Asset Management
Tennessee
$319M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.6M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$301M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$437M
5
CS
5
Credit Suisse
Switzerland
$18.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$390M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$15.6M
3
AI
3
Ariel Investments
Illinois
$218M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$50.2M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$51.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
201
Whittier Trust
California
$65K 1,622 – –
GWM
202
Geneos Wealth Management
Colorado
$51K 1,308 – –
RCA
203
Ranch Capital Advisors
Florida
$48K 1,208 +1,208 New
CFGS
204
Concourse Financial Group Securities
Alabama
$43K 1,084 +445 +70%
FGAM
205
Financial Gravity Asset Management
Texas
$40K 139 -48 -26%
SIC
206
Samalin Investment Counsel
New York
$33K 850 +850 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$29K 730 – –
SSB
208
Sandy Spring Bank
Maryland
$28K 700 -9,740 -93%
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K 650 +650 New
HCA
210
Horan Capital Advisors
Ohio
$25K 627 -37,130 -98%
AA
211
Argent Advisors
Louisiana
$25K 650 +650 New
QT
212
Quantbot Technologies
New York
$22K 569 -8,048 -93%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$21K 513 -403 -44%
MF
214
Manchester Financial
California
$19K 485 +485 New
ONST
215
Old North State Trust
North Carolina
$18K 440 – –
THWM
216
Taylor Hoffman Wealth Management
Virginia
$17K 427 -191 -31%
HI
217
Hudock Inc
Pennsylvania
$17K 420 +5 +1%
JWA
218
JFS Wealth Advisors
Pennsylvania
$14K 351 – –
SFS
219
Sowell Financial Services
Arkansas
$14K 347 +1 +0.3%
CIA
220
CSat Investment Advisory
Michigan
$13K 326 +51 +19%
LJHT
221
Laurie J. Hall Trustee
$12K 300 +40 +15%
FMT
222
First Mercantile Trust
Tennessee
$12K 299 +299 New
VCP
223
Verus Capital Partners
Arizona
$12K 300 +300 New
ACM
224
Allred Capital Management
Texas
$10.6K 266 +266 New
TRCT
225
Tower Research Capital (TRC)
New York
$10K 260 -5,965 -96%
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