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Lazard
LAZ

Overview Fund Activity

240 hedge funds and large institutions have $3.68B invested in Lazard in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 88 reducing their positions, and 39 closing their positions.

Holders
240
Holders Change
-20
Holders Change %
-7.69%
% of All Funds
4.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
22
Increased
70
Reduced
88
Closed
39
Calls
$8.13M
Puts
$8.18M
Net Calls
-$50K
Net Calls Change
+$970K

Top Buyers

1
SAM
1
Southeastern Asset Management
Tennessee
$268M
2
EIP
2
Epoch Investment Partners
New York
$136M
3
Morgan Stanley
3
Morgan Stanley
New York
$98.5M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$75.3M
5
AI
5
Ariel Investments
Illinois
$367M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$141M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$163M
3
BCM
3
Basswood Capital Management
New York
$8.26M
4
RA
4
Royce & Associates
New York
$39.7M
5
RRAM
5
River Road Asset Management
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$445M 9,712,232 +41,550 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$442M 9,646,412 -30,438 -0.3%
AI
3
Ariel Investments
Illinois
$367M 8,002,993 +345,992 +5%
SAM
4
Southeastern Asset Management
Tennessee
$268M 5,855,119 +888,191 +18%
BlackRock
5
BlackRock
New York
$187M 4,092,045 -92,946 -2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$163M 3,559,820 -572,193 -14%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$141M 3,087,304 -683,268 -18%
EIP
8
Epoch Investment Partners
New York
$136M 2,978,301 +736,308 +33%
Charles Schwab
9
Charles Schwab
California
$101M 2,196,258 -9,276 -0.4%
Morgan Stanley
10
Morgan Stanley
New York
$98.5M 2,150,044 +547,737 +34%
RAM
11
RWC Asset Management
United Kingdom
$97.2M 2,122,107 -20,851 -1%
Fisher Asset Management
12
Fisher Asset Management
Washington
$75.3M 1,644,588 +368,169 +29%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$70M 1,527,631 -1,403 -0.1%
State Street
14
State Street
Massachusetts
$69.1M 1,509,063 +65,143 +5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$68M 1,484,616 +21,763 +1%
Norges Bank
16
Norges Bank
Norway
$63.4M 1,384,206 – –
Jennison Associates
17
Jennison Associates
New York
$53.8M 1,174,677 -132,827 -10%
LSV Asset Management
18
LSV Asset Management
Illinois
$51.3M 1,120,965 +245,065 +28%
RA
19
Royce & Associates
New York
$39.7M 865,845 -246,153 -22%
MWA
20
Marshall Wace Asia
Hong Kong
$34.6M 756,362 +290,969 +63%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$32.9M 718,515 -10,750 -1%
Invesco
22
Invesco
Georgia
$31.3M 683,305 -22,215 -3%
Northern Trust
23
Northern Trust
Illinois
$25.7M 561,132 +91,768 +20%
CVA
24
Ceredex Value Advisors
Florida
$25.5M 557,327 +16,427 +3%
HP
25
Hosking Partners
United Kingdom
$23.1M 504,329 -56,021 -10%
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