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Lazard
LAZ

Overview Fund Activity

290 hedge funds and large institutions have $5.79B invested in Lazard in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 103 reducing their positions, and 32 closing their positions.

Holders
290
Holders Change
+4
Holders Change %
+1.4%
% of All Funds
7.82%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
38
Increased
115
Reduced
103
Closed
32
Calls
$43.9M
Puts
$12.3M
Net Calls
+$31.6M
Net Calls Change
+$30.9M

Top Buyers

1
HL
1
Harding Loevner
New Jersey
$177M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$107M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$236M
4
WCM Investment Management
4
WCM Investment Management
California
$250M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$51.5M

Top Sellers

1
AIM
1
Artemis Investment Management
United Kingdom
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$226M
3
Deutsche Bank
3
Deutsche Bank
Germany
$66.5M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$7.15M
5
GTP
5
Global Thematic Partners
New York
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$517M 9,200,440 +278,468 +3%
AIM
2
abrdn Investment Management
United Kingdom
$442M 7,855,295 -194,985 -2%
AI
3
Ariel Investments
Illinois
$314M 5,590,257 -246,185 -4%
WCM Investment Management
4
WCM Investment Management
California
$250M 4,440,596 +1,127,251 +34%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$236M 4,200,768 +1,233,913 +42%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$226M 4,019,620 -961,390 -19%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$219M 3,894,061 -379,799 -9%
HL
8
Harding Loevner
New Jersey
$177M 3,178,287 +3,178,287 New
Morgan Stanley
9
Morgan Stanley
New York
$146M 2,604,272 -360,189 -12%
Charles Schwab
10
Charles Schwab
California
$110M 1,966,823 +184,115 +10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$107M 1,900,343 +1,650,451 +660%
AII
12
AGF Investments Inc
Ontario, Canada
$104M 1,851,553 -150,416 -8%
VFA
13
Virtus Fund Advisers
Connecticut
$98.6M 1,753,400 -610,300 -26%
AllianceBernstein
14
AllianceBernstein
Tennessee
$89.4M 1,589,184 +63,015 +4%
TCIM
15
TIAA CREF Investment Management
New York
$88.5M 1,573,872 +131,784 +9%
State Street
16
State Street
Massachusetts
$81.3M 1,445,837 +41,058 +3%
Invesco
17
Invesco
Georgia
$80.9M 1,437,727 -265,790 -16%
Fisher Asset Management
18
Fisher Asset Management
Washington
$80.5M 1,431,839 -202,148 -12%
BFA
19
BlackRock Fund Advisors
California
$75M 1,333,376 +427,735 +47%
SFM
20
Systematic Financial Management
New Jersey
$73.3M 1,302,498 -110,402 -8%
Franklin Resources
21
Franklin Resources
California
$69.5M 1,235,279 +291,300 +31%
AAMU
22
Amundi Asset Management US
Massachusetts
$67.4M 1,199,007 +91,527 +8%
TA
23
Teachers Advisors
New York
$66.9M 1,188,981 +24,588 +2%
Deutsche Bank
24
Deutsche Bank
Germany
$66.5M 1,182,760 -783,931 -40%
Bank of America
25
Bank of America
North Carolina
$62.5M 1,110,506 +24,559 +2%
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