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Lazard
LAZ

Overview Fund Activity

239 hedge funds and large institutions have $3.48B invested in Lazard in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 24 closing their positions.

Holders
239
Holders Change
+26
Holders Change %
+12.21%
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
52
Increased
67
Reduced
83
Closed
24
Calls
$8.39M
Puts
$7.77M
Net Calls
+$627K
Net Calls Change
-$2.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86.7M
2
MWA
2
Marshall Wace Asia
Hong Kong
$30.9M
3
UBS Group
3
UBS Group
Switzerland
$40M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$173M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$208M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$353M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$315M
4
Barclays
4
Barclays
United Kingdom
$23.9M
5
Citigroup
5
Citigroup
New York
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$42K 1,004 -34 -3%
APA
202
American Portfolios Advisors
New York
$38.5K 910 +107 +13%
WT
203
Whittier Trust
California
$35K 817 – –
US Bancorp
204
US Bancorp
Minnesota
$34K 797 – –
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$30K 700 +500 +250%
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K 650 – –
CFGS
207
Concourse Financial Group Securities
Alabama
$23K 540 – –
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$22K 526 +113 +27%
ONST
209
Old North State Trust
North Carolina
$19K 440 – –
IAIM
210
International Assets Investment Management
Florida
$19K 438 +438 New
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$18K 430 -300 -41%
PFO
212
Pathstone Family Office
New Jersey
$17K 407 – –
RCA
213
Ranch Capital Advisors
Florida
$16K 400 -125 -24%
JWA
214
JFS Wealth Advisors
Pennsylvania
$15K 351 – –
JMF
215
Johnson Midwest Financial
Iowa
$14K 340 +340 New
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$13K 301 -313 -51%
SSB
217
Sandy Spring Bank
Maryland
$13K 306 – –
Loomis, Sayles & Company
218
Loomis, Sayles & Company
Massachusetts
$13K 299 +299 New
NFG
219
Next Financial Group
Texas
$11K 258 +258 New
FMT
220
First Mercantile Trust
Tennessee
$10K 244 -34 -12%
HWA
221
Heritage Wealth Advisors
Virginia
$8K 200 – –
RWB
222
RMR Wealth Builders
New Jersey
$8K 195 +195 New
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$6K 134 – –
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.75K 136 – –
CTC
225
Central Trust Company
Missouri
– – – –
7 8
9
10 11