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Lazard
LAZ

Overview Fund Activity

286 hedge funds and large institutions have $5B invested in Lazard in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 95 reducing their positions, and 29 closing their positions.

Holders
286
Holders Change
+5
Holders Change %
+1.78%
% of All Funds
8.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.17%
New
38
Increased
121
Reduced
95
Closed
29
Calls
$6.21M
Puts
$10.4M
Net Calls
-$4.24M
Net Calls Change
-$3.32M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$235M
2
AIM
2
abrdn Investment Management
United Kingdom
$417M
3
Invesco
3
Invesco
Georgia
$85.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$216M
5
TCIM
5
TIAA CREF Investment Management
New York
$91.1M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$1.38M
2
TFM
2
Trian Fund Management
New York
$252M
3
Deutsche Bank
3
Deutsche Bank
Germany
$94.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$34.8M
5
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
1
abrdn Investment Management
United Kingdom
$417M 8,233,768 +1,132,305 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$412M 8,120,502 +204,599 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$352M 6,942,420 -328,910 -5%
TFM
4
Trian Fund Management
New York
$252M 4,973,851 -1,632,689 -25%
AI
5
Ariel Investments
Illinois
$246M 4,852,010 -199,358 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$235M 4,634,715 +1,263,870 +37%
Morgan Stanley
7
Morgan Stanley
New York
$216M 4,264,966 +717,513 +20%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$176M 3,472,074 +73,925 +2%
WCM Investment Management
9
WCM Investment Management
California
$143M 2,825,505 +245,138 +10%
Deutsche Bank
10
Deutsche Bank
Germany
$94.8M 1,869,262 -1,085,436 -37%
TCIM
11
TIAA CREF Investment Management
New York
$91.1M 1,797,282 +667,051 +59%
Invesco
12
Invesco
Georgia
$85.6M 1,687,900 +1,052,120 +165%
Fisher Asset Management
13
Fisher Asset Management
Washington
$84.8M 1,673,491 +7,394 +0.4%
AllianceBernstein
14
AllianceBernstein
Tennessee
$78.4M 1,545,395 -47,924 -3%
State Street
15
State Street
Massachusetts
$74.3M 1,464,831 +7,987 +0.5%
VFA
16
Virtus Fund Advisers
Connecticut
$71.4M 1,408,200 -4,400 -0.3%
TA
17
Teachers Advisors
New York
$65.7M 1,294,939 +82,259 +7%
AAMU
18
Amundi Asset Management US
Massachusetts
$63.5M 1,251,876 +479,201 +62%
Charles Schwab
19
Charles Schwab
California
$61.7M 1,216,613 +220,380 +22%
AI
20
Axiom Investors
Connecticut
$56.3M 1,110,701 -36,979 -3%
PC
21
Polar Capital
United Kingdom
$55.7M 1,097,909 +82,420 +8%
RA
22
Royce & Associates
New York
$53.9M 1,062,157 -204,960 -16%
Bank of America
23
Bank of America
North Carolina
$52.9M 1,042,894 -299,879 -22%
O
24
OppenheimerFunds
New York
$47M 927,186 +51,660 +6%
EVM
25
Eaton Vance Management
Massachusetts
$44.4M 875,955 -14,097 -2%
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