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Lazard
LAZ

Overview Fund Activity

213 hedge funds and large institutions have $2.31B invested in Lazard in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-7
Holders Change %
-3.18%
% of All Funds
4.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
33
Increased
59
Reduced
84
Closed
39
Calls
$6.61M
Puts
$5.54M
Net Calls
+$1.07M
Net Calls Change
+$1.09M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$270M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$111M
3
Charles Schwab
Charles Schwab
California
$39.7M
4
YCM
Yost Capital Management
Texas
$9.3M
5
Fisher Asset Management
Fisher Asset Management
Washington
$42.3M

Top Sellers

1
BlackRock
BlackRock
New York
$94.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
$281M
3
LSV Asset Management
LSV Asset Management
Illinois
$68.4M
4
SO
STRS Ohio
Ohio
$3.61M
5
PL
Perpetual Ltd
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWB
201
RMR Wealth Builders
New Jersey
$6K +$6K +195 New
HWA
202
Heritage Wealth Advisors
Virginia
$5.73K – – –
SFS
203
Sowell Financial Services
Arkansas
$4K – – –
SPIA
204
Steward Partners Investment Advisory
New York
$4K +$2.37K +74 +145%
CTC
205
Central Trust Company
Missouri
$3K -$3K – –
ADL
206
Asset Dedication LLC
California
$3K – – –
IA
207
IFP Advisors
Florida
$2K -$9.36K -351 -82%
SF
208
Synovus Financial
Georgia
$2K +$29 +1 +1%
GI
209
Gradient Investments
Minnesota
$1K – – –
EARNEST Partners
210
EARNEST Partners
Georgia
$1K – – –
KFS
211
Kelly Financial Services
Massachusetts
$896 – – –
PL
212
Perpetual Ltd
Australia
– -$5.01M -212,731 Closed
MSE
213
MUFG Securities EMEA
United Kingdom
– -$2.28M -96,880 Closed
GTP
214
Global Thematic Partners
New York
– -$2.2M -93,570 Closed
Jacobs Levy Equity Management
215
Jacobs Levy Equity Management
New Jersey
– -$1.89M -80,263 Closed
Truist Financial
216
Truist Financial
North Carolina
– -$1.64M -69,538 Closed
Walleye Trading
217
Walleye Trading
New York
– -$1.13M -47,778 Closed
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
– -$1.04M -44,315 Closed
DTL
219
Dynamic Technology Lab
Singapore
– -$1.02M -43,332 Closed
Connor, Clark & Lunn Investment Management (CC&L)
220
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$806K -34,225 Closed
MCP
221
Mirador Capital Partners
California
– -$667K -27,114 Closed
HSBC Holdings
222
HSBC Holdings
United Kingdom
– -$636K -27,000 Closed
Janus Henderson Group
223
Janus Henderson Group
United Kingdom
– -$569K -24,152 Closed
HIMCH
224
Hartford Investment Management Co (HIMCO)
Connecticut
– -$432K -18,351 Closed
PM
225
Parametrica Management
Hong Kong
– -$380K -16,115 Closed
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