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Lazard
LAZ

Overview Fund Activity

220 hedge funds and large institutions have $1.9B invested in Lazard in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 90 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-25
Holders Change %
-10.2%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
37
Increased
64
Reduced
90
Closed
58
Calls
$3.65M
Puts
$3.67M
Net Calls
-$21K
Net Calls Change
-$5.12M

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$48.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$22.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$21.4M
4
RAM
RWC Asset Management
United Kingdom
+$9.18M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.28M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.5M
2
TIM
Thornburg Investment Management
New Mexico
-$24.7M
3
SAM
Southeastern Asset Management
Tennessee
-$18.8M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$13.5M
5
Morgan Stanley
Morgan Stanley
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
201
Advisory Services Network
Georgia
$6K +$75 +3 +1%
EWM
202
Edge Wealth Management
New York
$5K -$278K -11,101 -98%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$5K -$105K -4,776 -95%
HIM
204
Hillsdale Investment Management
Ontario, Canada
$5K +$5K +210 New
HWA
205
Heritage Wealth Advisors
Virginia
$4.71K – – –
CFB
206
Cullen/Frost Bankers
Texas
$4K -$2.4K -90 -38%
SFS
207
Sowell Financial Services
Arkansas
$3K -$4.95K -216 -62%
CTC
208
Central Trust Company
Missouri
$3K -$5K – –
FGAM
209
Financial Gravity Asset Management
Texas
$2.95K -$331 -14 -10%
ADL
210
Asset Dedication LLC
California
$2K – – –
SF
211
Synovus Financial
Georgia
$2K +$2K +69 New
SPIA
212
Steward Partners Investment Advisory
New York
$1K -$2.69K -137 -73%
GI
213
Gradient Investments
Minnesota
$1K – – –
EARNEST Partners
214
EARNEST Partners
Georgia
$1K – – –
KFS
215
Kelly Financial Services
Massachusetts
$725 +$23 +1 +3%
TIM
216
Thornburg Investment Management
New Mexico
– -$24.7M -618,400 Closed
Public Sector Pension Investment Board (PSP Investments)
217
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$13.5M -338,300 Closed
MHI
218
Miller Howard Investments
New York
– -$9.31M -233,000 Closed
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
– -$6.95M -183,511 Closed
CWM
220
CIBC World Markets
New York
– -$5.71M -142,757 Closed
IP
221
Interval Partners
New York
– -$5.53M -138,252 Closed
N
222
Natixis
France
– -$5.32M -134,650 Closed
MPM
223
Meritage Portfolio Management
Kansas
– -$4.27M -106,843 Closed
RIM
224
Redwood Investment Management
Arizona
– -$3.79M -94,930 Closed
VCM
225
Voleon Capital Management
California
– -$2.48M -62,000 Closed
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