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Lazard
LAZ

Overview Fund Activity

286 hedge funds and large institutions have $5.37B invested in Lazard in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 51 closing their positions.

Holders
286
Holders Change
-18
Holders Change %
-5.92%
% of All Funds
7.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
36
Increased
126
Reduced
94
Closed
51
Calls
$8.4M
Puts
$7.69M
Net Calls
+$704K
Net Calls Change
+$3.53M

Top Buyers

1
AII
1
AGF Investments Inc
Ontario, Canada
$105M
2
AI
2
Ariel Investments
Illinois
$307M
3
CGM
3
Capital Growth Management
Massachusetts
$43.7M
4
AIM
4
Artemis Investment Management
United Kingdom
$81.8M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$38.7M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$156M
3
AI
3
Axiom Investors
Connecticut
$26.6M
4
LPU
4
Lansdowne Partners (UK)
United Kingdom
$0
5
CIC
5
Chilton Investment Company
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$469M 8,921,972 +552,566 +7%
AIM
2
abrdn Investment Management
United Kingdom
$423M 8,050,280 -105,350 -1%
AI
3
Ariel Investments
Illinois
$307M 5,836,442 +907,722 +18%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$262M 4,981,010 -47,220 -0.9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$225M 4,273,860 +238,186 +6%
WCM Investment Management
6
WCM Investment Management
California
$174M 3,313,345 +332,347 +11%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$156M 2,966,855 +118,836 +4%
Morgan Stanley
8
Morgan Stanley
New York
$156M 2,964,461 -803,873 -21%
VFA
9
Virtus Fund Advisers
Connecticut
$124M 2,363,700 -147,250 -6%
AII
10
AGF Investments Inc
Ontario, Canada
$105M 2,001,969 +2,001,969 New
Deutsche Bank
11
Deutsche Bank
Germany
$103M 1,966,691 -266,366 -12%
Charles Schwab
12
Charles Schwab
California
$93.8M 1,782,708 +499,980 +39%
Invesco
13
Invesco
Georgia
$89.6M 1,703,517 +1,963 +0.1%
Fisher Asset Management
14
Fisher Asset Management
Washington
$85.9M 1,633,987 -6,557 -0.4%
AIM
15
Artemis Investment Management
United Kingdom
$81.8M 1,556,052 +686,595 +79%
AllianceBernstein
16
AllianceBernstein
Tennessee
$80.3M 1,526,169 -3,324 -0.2%
TCIM
17
TIAA CREF Investment Management
New York
$75.8M 1,442,088 -218,404 -13%
SFM
18
Systematic Financial Management
New Jersey
$74.3M 1,412,900 +220,145 +18%
State Street
19
State Street
Massachusetts
$73.9M 1,404,779 -37,903 -3%
GTP
20
Global Thematic Partners
New York
$70.9M 1,347,353 +434,330 +48%
PC
21
Polar Capital
United Kingdom
$61.4M 1,167,112 +62,510 +6%
TA
22
Teachers Advisors
New York
$61.2M 1,164,393 -57,930 -5%
AAMU
23
Amundi Asset Management US
Massachusetts
$58.2M 1,107,480 -186,610 -14%
Bank of America
24
Bank of America
North Carolina
$57.1M 1,085,947 +86,150 +9%
RA
25
Royce & Associates
New York
$53.8M 1,022,832 -4,850 -0.5%
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