Lazard
290 hedge funds and large institutions have $5.81B 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.
257% more call options, than puts
Call options by funds: $43.9M | Put options by funds: $12.3M
19% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 32
12% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 103
8% more capital invested
Capital invested by funds: $5.37B → $5.81B (+$447M)
1% more funds holding
Funds holding: 286 → 290 (+4)
1.03% more ownership
Funds ownership: 78.69% → 79.71% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$177M |
| 2 |
Bank of New York Mellon
New York
|
+$91.8M |
| 3 |
JP Morgan Chase
New York
|
+$68.6M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
+$62.7M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$81.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$53.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$43.6M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$38.5M |
| 5 |
GTP
Global Thematic Partners
New York
|
-$34M |
LAZ Hedge Fund Activity: Q2 2015 in Review
290 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q2 2015, worth a combined $5.81B — up 8.3% from $5.37B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new LAZ positions and 32 closed out — a net gain of 6 holders — while 115 added to existing stakes and 103 trimmed.
The largest buyer was Harding Loevner, opening a new position worth an estimated $177M. The largest seller was Artemis Investment Management, exiting entirely with an estimated $81.8M sold.
- 290 institutional investors held Lazard (LAZ) as of Q2 2015, up from 286 in Q1 2015.
- Funds reported $5.81B of Lazard stock for Q2 2015, up 8.3% quarter-over-quarter.
- 38 funds opened new Lazard positions in Q2 2015 and 32 closed out, a net change of +6 holders.
- The largest Lazard buyer in Q2 2015 was Harding Loevner, an estimated $177M added.
- The largest Lazard seller in Q2 2015 was Artemis Investment Management, an estimated $81.8M sold.
Based on aggregated 13F filings for Q2 2015.