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Lazard
LAZ

Overview Fund Activity

278 hedge funds and large institutions have $4.62B invested in Lazard in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 104 reducing their positions, and 35 closing their positions.

Holders
278
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
7.3%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
35
Increased
113
Reduced
104
Closed
35
Calls
$46.3M
Puts
$8.34M
Net Calls
+$38M
Net Calls Change
+$19.7M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$102M
2
PIM
2
Perkins Investment Management
Illinois
$37.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$34.6M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$31.7M
5
RIM
5
Rainier Investment Management
Washington
$26.1M

Top Sellers

1
CGM
1
Capital Growth Management
Massachusetts
$2.93M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$103M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$46.5M
4
WCM Investment Management
4
WCM Investment Management
California
$207M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$448M 9,953,983 +416,463 +4%
AIM
2
abrdn Investment Management
United Kingdom
$314M 6,976,173 -197,612 -3%
AI
3
Ariel Investments
Illinois
$249M 5,540,072 +24,455 +0.4%
WCM Investment Management
4
WCM Investment Management
California
$207M 4,589,113 -1,223,037 -21%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$169M 3,761,606 -29,933 -0.8%
VFA
6
Virtus Fund Advisers
Connecticut
$113M 2,519,200 +150,500 +6%
Franklin Resources
7
Franklin Resources
California
$110M 2,453,267 +105,213 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$103M 2,277,305 -1,274,345 -36%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$102M 2,265,607 +2,265,607 New
Morgan Stanley
10
Morgan Stanley
New York
$89.6M 1,989,951 -476,018 -19%
AllianceBernstein
11
AllianceBernstein
Tennessee
$78.6M 1,746,741 +51,503 +3%
AAMU
12
Amundi Asset Management US
Massachusetts
$75.3M 1,673,639 +329,036 +24%
Marshall Wace
13
Marshall Wace
United Kingdom
$73.3M 1,628,467 +156,202 +11%
State Street
14
State Street
Massachusetts
$70.9M 1,574,229 +41,999 +3%
Fisher Asset Management
15
Fisher Asset Management
Washington
$69.8M 1,549,926 +87,376 +6%
Invesco
16
Invesco
Georgia
$68.9M 1,531,672 +142,773 +10%
SFM
17
Systematic Financial Management
New Jersey
$68.5M 1,521,242 +255,489 +20%
CIP
18
Chartwell Investment Partners
Pennsylvania
$67.6M 1,502,303 +191,142 +15%
SO
19
STRS Ohio
Ohio
$67.5M 1,500,000 – –
Charles Schwab
20
Charles Schwab
California
$67.5M 1,499,137 -283,617 -16%
Deutsche Bank
21
Deutsche Bank
Germany
$65.5M 1,456,317 +411,803 +39%
BFA
22
BlackRock Fund Advisors
California
$64.1M 1,423,531 +57,008 +4%
TCIM
23
TIAA CREF Investment Management
New York
$63.4M 1,408,668 -279,166 -17%
GTP
24
Global Thematic Partners
New York
$56.4M 1,252,686 +541,169 +76%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$56.2M 1,249,651 +544,035 +77%
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