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Lazard
LAZ

Overview Fund Activity

217 hedge funds and large institutions have $4.57B invested in Lazard in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 66 increasing their positions, 82 reducing their positions, and 22 closing their positions.

Holders
217
Holders Change
+22
Holders Change %
+11.28%
% of All Funds
6.3%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
45
Increased
66
Reduced
82
Closed
22
Calls
$9.92M
Puts
$7.31M
Net Calls
+$2.61M
Net Calls Change
-$2.92M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$90M
2
Citigroup
2
Citigroup
New York
$62.2M
3
Bank of America
3
Bank of America
North Carolina
$62.7M
4
WCM Investment Management
4
WCM Investment Management
California
$93.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$105M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$15.7M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$109M
3
WHG
3
Westwood Holdings Group
Texas
$1.57M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$347M
5
Calamos Advisors
5
Calamos Advisors
Illinois
$6.14M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$347M 7,649,730 -740,489 -9%
N
2
Natixis
France
$317M 7,000,500 +700 +0%
AI
3
Ariel Investments
Illinois
$309M 6,818,350 +55,849 +0.8%
TFM
4
Trian Fund Management
New York
$304M 6,702,380 – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$274M 6,046,865 +194,874 +3%
AIM
6
abrdn Investment Management
United Kingdom
$252M 5,571,241 -27,752 -0.5%
HL
7
Harding Loevner
New Jersey
$164M 3,625,982 +126,474 +4%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$158M 3,478,143 -183,698 -5%
Goldman Sachs
9
Goldman Sachs
New York
$131M 2,900,284 -35,537 -1%
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$109M 2,394,414 -1,026,790 -30%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$105M 2,326,845 +355,800 +18%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$96.8M 2,136,395 -9,221 -0.4%
WCM Investment Management
13
WCM Investment Management
California
$93.6M 2,065,826 +494,296 +31%
Deutsche Bank
14
Deutsche Bank
Germany
$92.8M 2,048,761 +253,504 +14%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$90M 1,986,645 +1,478,535 +291%
RA
16
Royce & Associates
New York
$86.7M 1,912,065 -370,052 -16%
SB
17
Suntrust Banks
Georgia
$82M 1,809,332 -260,233 -13%
GTP
18
Global Thematic Partners
New York
$73.6M 1,623,902 -276,717 -15%
AllianceBernstein
19
AllianceBernstein
Tennessee
$72.2M 1,593,803 +14,477 +0.9%
Fisher Asset Management
20
Fisher Asset Management
Washington
$70.1M 1,546,668 -12,850 -0.8%
Bank of America
21
Bank of America
North Carolina
$62.7M 1,383,034 +514,975 +59%
Citigroup
22
Citigroup
New York
$62.2M 1,372,149 +978,613 +249%
American Century Companies
23
American Century Companies
Missouri
$60.3M 1,330,387 +157,580 +13%
State Street
24
State Street
Massachusetts
$60M 1,323,653 +49,973 +4%
Franklin Resources
25
Franklin Resources
California
$52.6M 1,160,174 -6,438 -0.6%
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