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Lazard
LAZ

Overview Fund Activity

248 hedge funds and large institutions have $3.25B invested in Lazard in 2016 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 99 reducing their positions, and 41 closing their positions.

Holders
248
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.63%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
42
Increased
79
Reduced
99
Closed
41
Calls
$60.2M
Puts
$12.5M
Net Calls
+$47.6M
Net Calls Change
+$21M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$41.7M
2
DK
2
Darrell & King
Virginia
$24.5M
3
EVM
3
Eaton Vance Management
Massachusetts
$35.9M
4
PA
4
Pinnacle Associates
New York
$45M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$160M

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$58.2M
2
VFA
2
Virtus Fund Advisers
Connecticut
$89.8M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$2.08M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$352M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$352M 9,669,501 -548,773 -5%
AI
2
Ariel Investments
Illinois
$238M 6,541,286 +1,764 +0%
WCM Investment Management
3
WCM Investment Management
California
$202M 5,549,587 +296,890 +6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$183M 5,038,230 +342,315 +7%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$160M 4,393,797 +439,097 +11%
Franklin Resources
6
Franklin Resources
California
$99.3M 2,730,708 +55,235 +2%
CWAM
7
Columbia Wanger Asset Management
Illinois
$95M 2,611,751 -411,315 -14%
VFA
8
Virtus Fund Advisers
Connecticut
$89.8M 2,470,800 -1,258,900 -34%
Morgan Stanley
9
Morgan Stanley
New York
$82.4M 2,265,455 +387,261 +21%
SO
10
STRS Ohio
Ohio
$71M 1,953,000 -40,000 -2%
Fisher Asset Management
11
Fisher Asset Management
Washington
$66.1M 1,817,547 -42,349 -2%
SFM
12
Systematic Financial Management
New Jersey
$61.9M 1,702,450 +364,091 +27%
RA
13
Royce & Associates
New York
$61.9M 1,701,170 -158,037 -9%
Public Employees Retirement Association of Colorado
14
Public Employees Retirement Association of Colorado
Colorado
$59.4M 1,633,548 +72,818 +5%
AllianceBernstein
15
AllianceBernstein
Tennessee
$58.6M 1,610,787 -116,974 -7%
AIM
16
abrdn Investment Management
United Kingdom
$58.2M 1,600,207 -1,821,862 -53%
State Street
17
State Street
Massachusetts
$57.8M 1,589,427 -17,447 -1%
ClearBridge Investments
18
ClearBridge Investments
New York
$55.3M 1,521,045 +156,941 +12%
CI Investments Inc
19
CI Investments Inc
Ontario, Canada
$54.4M 1,496,518 +162,450 +12%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$50.3M 1,384,235 -44,570 -3%
BFA
21
BlackRock Fund Advisors
California
$49.5M 1,360,808 +67,942 +5%
GTP
22
Global Thematic Partners
New York
$49.1M 1,350,123 -146,606 -10%
CIP
23
Chartwell Investment Partners
Pennsylvania
$45.7M 1,256,864 -284,805 -18%
TA
24
Teachers Advisors
New York
$45.1M 1,240,098 +91,374 +8%
PA
25
Pinnacle Associates
New York
$45M 1,237,935 +513,363 +71%
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