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Lazard
LAZ

Overview Fund Activity

279 hedge funds and large institutions have $4.3B invested in Lazard in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 99 reducing their positions, and 39 closing their positions.

Holders
279
Holders Change
-11
Holders Change %
-3.79%
% of All Funds
7.8%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
30
Increased
127
Reduced
99
Closed
39
Calls
$44.5M
Puts
$26.2M
Net Calls
+$18.3M
Net Calls Change
-$13.3M

Top Buyers

1
WCM Investment Management
1
WCM Investment Management
California
$252M
2
Franklin Resources
2
Franklin Resources
California
$102M
3
CGM
3
Capital Growth Management
Massachusetts
$64.1M
4
HP
4
Hosking Partners
United Kingdom
$28M
5
VFA
5
Virtus Fund Advisers
Connecticut
$103M

Top Sellers

1
HL
1
Harding Loevner
New Jersey
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$53M
3
AII
3
AGF Investments Inc
Ontario, Canada
$23.6M
4
RIM
4
Rainier Investment Management
Washington
$0
5
AIM
5
abrdn Investment Management
United Kingdom
$311M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$413M 9,537,520 +337,080 +4%
AIM
2
abrdn Investment Management
United Kingdom
$311M 7,173,785 -681,510 -9%
WCM Investment Management
3
WCM Investment Management
California
$252M 5,812,150 +1,371,554 +31%
AI
4
Ariel Investments
Illinois
$239M 5,515,617 -74,640 -1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$164M 3,791,539 -409,229 -10%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$154M 3,551,650 -342,411 -9%
Morgan Stanley
7
Morgan Stanley
New York
$107M 2,465,969 -138,303 -5%
VFA
8
Virtus Fund Advisers
Connecticut
$103M 2,368,700 +615,300 +35%
Franklin Resources
9
Franklin Resources
California
$102M 2,348,054 +1,112,775 +90%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$99.4M 2,295,132 +394,789 +21%
Charles Schwab
11
Charles Schwab
California
$77.5M 1,782,754 -184,069 -9%
AllianceBernstein
12
AllianceBernstein
Tennessee
$73.4M 1,695,238 +106,054 +7%
TCIM
13
TIAA CREF Investment Management
New York
$73.1M 1,687,834 +113,962 +7%
State Street
14
State Street
Massachusetts
$66.3M 1,532,230 +86,393 +6%
SO
15
STRS Ohio
Ohio
$65M 1,500,000 +527,000 +54%
CGM
16
Capital Growth Management
Massachusetts
$64.1M 1,480,000 +650,000 +78%
Marshall Wace
17
Marshall Wace
United Kingdom
$63.8M 1,472,265 +514,931 +54%
Fisher Asset Management
18
Fisher Asset Management
Washington
$63.3M 1,462,550 +30,711 +2%
Invesco
19
Invesco
Georgia
$60.1M 1,388,899 -48,828 -3%
BFA
20
BlackRock Fund Advisors
California
$59.2M 1,366,523 +33,147 +2%
AAMU
21
Amundi Asset Management US
Massachusetts
$58.2M 1,344,603 +145,596 +12%
CIP
22
Chartwell Investment Partners
Pennsylvania
$56.8M 1,311,161 +258,436 +25%
SFM
23
Systematic Financial Management
New Jersey
$54.8M 1,265,753 -36,745 -3%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$53M 1,224,250 -2,795,370 -70%
TA
25
Teachers Advisors
New York
$50.5M 1,165,484 -23,497 -2%
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