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Lazard
LAZ

Overview Fund Activity

281 hedge funds and large institutions have $5.13B invested in Lazard in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 92 reducing their positions, and 18 closing their positions.

Holders
281
Holders Change
+38
Holders Change %
+15.64%
% of All Funds
8.08%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
58
Increased
102
Reduced
92
Closed
18
Calls
$8.08M
Puts
$9M
Net Calls
-$920K
Net Calls Change
+$1.74M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$183M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$408M
3
VFA
3
Virtus Fund Advisers
Connecticut
$72.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$75.5M
5
AI
5
Axiom Investors
Connecticut
$59.2M

Top Sellers

1
N
1
Natixis
France
$0
2
HL
2
Harding Loevner
New Jersey
$0
3
SB
3
Suntrust Banks
Georgia
$4.05M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$16M
5
AI
5
Ariel Investments
Illinois
$260M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$408M 7,915,903 +1,420,528 +22%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$375M 7,271,330 -72,000 -1%
AIM
3
abrdn Investment Management
United Kingdom
$366M 7,101,463 +348,575 +5%
TFM
4
Trian Fund Management
New York
$341M 6,606,540 – –
AI
5
Ariel Investments
Illinois
$260M 5,051,368 -1,221,856 -19%
Morgan Stanley
6
Morgan Stanley
New York
$183M 3,547,453 +2,351,129 +197%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$175M 3,398,149 +467,791 +16%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$174M 3,370,845 +323,600 +11%
Deutsche Bank
9
Deutsche Bank
Germany
$152M 2,954,698 +1,126,843 +62%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$137M 2,659,246 -600,079 -18%
WCM Investment Management
11
WCM Investment Management
California
$133M 2,580,367 +644,630 +33%
Fisher Asset Management
12
Fisher Asset Management
Washington
$85.9M 1,666,097 +152,904 +10%
AllianceBernstein
13
AllianceBernstein
Tennessee
$82.2M 1,593,319 +26,695 +2%
Marshall Wace
14
Marshall Wace
United Kingdom
$75.5M 1,465,223 +1,365,955 +1,376%
State Street
15
State Street
Massachusetts
$75.1M 1,456,844 -794,234 -35%
VFA
16
Virtus Fund Advisers
Connecticut
$72.8M 1,412,600 +1,412,600 New
Bank of America
17
Bank of America
North Carolina
$69.2M 1,342,773 -384,214 -22%
RA
18
Royce & Associates
New York
$65.3M 1,267,117 -255,900 -17%
TA
19
Teachers Advisors
New York
$62.5M 1,212,680 +282,992 +30%
AI
20
Axiom Investors
Connecticut
$59.2M 1,147,680 +1,147,680 New
TCIM
21
TIAA CREF Investment Management
New York
$58.3M 1,130,231 +580,753 +106%
PC
22
Polar Capital
United Kingdom
$52.4M 1,015,489 -79,004 -7%
Charles Schwab
23
Charles Schwab
California
$51.4M 996,233 +504,176 +102%
EVM
24
Eaton Vance Management
Massachusetts
$45.9M 890,052 +64,651 +8%
O
25
OppenheimerFunds
New York
$45.1M 875,526 – –
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