Lazard Ltd (NYSE:LAZ)
During the Trading Day
| 50.88 |  -0.36 / -0.70% |
Data as of 4:02pm ET | Day’s Change |
During After-Hours Switch to standard view »
| 50.97 |  +0.09 / +0.18% |
Volume: 100.00 |
Institutional investors hold a majority ownership of LAZ through the 76.98% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Investment Banks/Brokers industry. Last, during the quarter ended March 2014, these large investors purchased a net $4.2 million shares.
| Individual stakeholders | 8.73% |
| Other institutional | 39.43% |
| Mutual fund holders | 37.56% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 6/30/2014 | OXFORD ASSET MANAGEMENT LLP Bought 99.5 Thousand shares of Lazard Ltd |
| 4/30/2014 | PREMIER FUND MANAGERS LTD. Bought 40.0 Thousand shares of Lazard Ltd |
| 6/30/2014 | MALAGA COVE CAPITAL LLC Bought 33.5 Thousand shares of Lazard Ltd |
Top 10 Owners of Lazard Ltd
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | 5.66% | 7,343,330 | 378,622,095 | -306,400 | -4.01% |
| Standard Life Investments (USA) L... | 5.20% | 6,752,888 | 348,178,905 | +1,181,647 | +21.21% |
| Trian Fund Management LP | 5.09% | 6,606,540 | 340,633,202 | -95,840 | -1.43% |
| The Vanguard Group, Inc. | 5.01% | 6,495,375 | 334,901,535 | +448,510 | +7.42% |
| Ariel Investments LLC | 4.83% | 6,273,224 | 323,447,429 | -545,126 | -7.99% |
| Harding Loevner LP | 2.77% | 3,592,932 | 185,251,574 | -33,050 | -0.91% |
| Neuberger Berman LLC | 2.51% | 3,259,325 | 168,050,797 | -218,818 | -6.29% |
| Fidelity Management & Research Co... | 2.35% | 3,047,245 | 157,115,952 | +720,400 | +30.96% |
| JPMorgan Investment Management, I... | 2.04% | 2,641,621 | 136,201,979 | +716,518 | +37.22% |
| SSgA Funds Management, Inc. | 1.74% | 2,251,078 | 116,065,582 | +927,425 | +70.07% |
Top 10 Mutual Funds Holding Lazard Ltd
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| T Rowe Price Mid Cap Value Fund | 4.22% | 5,479,900 | 282,543,644 | -251,000 | -4.38% |
| Ariel Fund | 1.50% | 1,942,803 | 100,170,923 | 0 | 0.00% |
| Vanguard Mid Cap Index Fund | 1.49% | 1,926,469 | 99,328,742 | +11,305 | +0.59% |
| Ariel Appreciation Fund | 1.47% | 1,913,120 | 98,640,467 | -36,400 | -1.87% |
| Vanguard Total Stock Market Index... | 1.41% | 1,826,015 | 94,149,333 | +28,478 | +1.58% |
| RidgeWorth Mid Cap Value Equity F... | 1.19% | 1,550,000 | 79,918,000 | -31,750 | -2.01% |
| Fidelity Series International Gro... | 1.18% | 1,527,548 | 78,760,375 | 0 | 0.00% |
| Vanguard Extended Market Index Fu... | 0.86% | 1,121,695 | 57,834,594 | +3,452 | +0.31% |
| Polar Capital Funds Plc - North A... | 0.72% | 929,327 | 47,916,100 | +225,662 | +32.07% |
| Neuberger Berman Socially Respons... | 0.71% | 925,599 | 47,723,884 | -193,383 | -17.28% |
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