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Lazard
LAZ

Overview Fund Activity

304 hedge funds and large institutions have $4.94B invested in Lazard in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 106 increasing their positions, 107 reducing their positions, and 32 closing their positions.

Holders
304
Holders Change
+18
Holders Change %
+6.29%
% of All Funds
8.11%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
52
Increased
106
Reduced
107
Closed
32
Calls
$4.65M
Puts
$7.47M
Net Calls
-$2.83M
Net Calls Change
+$1.41M

Top Buyers

1
SFM
1
Systematic Financial Management
New Jersey
$59.7M
2
VFA
2
Virtus Fund Advisers
Connecticut
$126M
3
SI
3
Scout Investments
Missouri
$28.6M
4
ECA
4
Endeavour Capital Advisors
Connecticut
$25.3M
5
Citigroup
5
Citigroup
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$252M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$142M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$202M
4
Morgan Stanley
4
Morgan Stanley
New York
$189M
5
O
5
OppenheimerFunds
New York
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$419M 8,369,406 +248,904 +3%
AIM
2
abrdn Investment Management
United Kingdom
$408M 8,155,630 -78,138 -0.9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$252M 5,028,230 -1,914,190 -28%
TFM
4
Trian Fund Management
New York
$249M 4,973,851 – –
AI
5
Ariel Investments
Illinois
$247M 4,928,720 +76,710 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$202M 4,035,674 -599,041 -13%
Morgan Stanley
7
Morgan Stanley
New York
$189M 3,768,334 -496,632 -12%
WCM Investment Management
8
WCM Investment Management
California
$149M 2,980,998 +155,493 +6%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$142M 2,848,019 -624,055 -18%
VFA
10
Virtus Fund Advisers
Connecticut
$126M 2,510,950 +1,102,750 +78%
Deutsche Bank
11
Deutsche Bank
Germany
$112M 2,233,057 +363,795 +19%
Invesco
12
Invesco
Georgia
$85.1M 1,701,554 +13,654 +0.8%
TCIM
13
TIAA CREF Investment Management
New York
$83.1M 1,660,492 -136,790 -8%
Fisher Asset Management
14
Fisher Asset Management
Washington
$82.1M 1,640,544 -32,947 -2%
AllianceBernstein
15
AllianceBernstein
Tennessee
$76.5M 1,529,493 -15,902 -1%
State Street
16
State Street
Massachusetts
$72.2M 1,442,682 -22,149 -2%
AAMU
17
Amundi Asset Management US
Massachusetts
$64.7M 1,294,090 +42,214 +3%
Charles Schwab
18
Charles Schwab
California
$64.2M 1,282,728 +66,115 +5%
TA
19
Teachers Advisors
New York
$61.2M 1,222,323 -72,616 -6%
SFM
20
Systematic Financial Management
New Jersey
$59.7M 1,192,755 +1,192,755 New
PC
21
Polar Capital
United Kingdom
$55.3M 1,104,602 +6,693 +0.6%
RA
22
Royce & Associates
New York
$51.4M 1,027,682 -34,475 -3%
Bank of America
23
Bank of America
North Carolina
$50M 999,797 -43,097 -4%
AI
24
Axiom Investors
Connecticut
$49.1M 980,901 -129,800 -12%
CIP
25
Chartwell Investment Partners
Pennsylvania
$47.8M 954,765 +84,355 +10%
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