Lazard Ltd (NYSE:LAZ)
| 46.24 Data as of Jan 28 |  -1.51 / -3.16%Today’s Change | 40.70 Today|||52-Week Range 55.50 | -7.58% Year-to-Date |
Institutional investors hold a majority ownership of LAZ through the 79.21% 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 September 2014, these large investors purchased a net $2.5 million shares.
| Individual stakeholders | 8.73% |
| Mutual fund holders | 39.78% |
| Other institutional | 39.43% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 12/31/2014 | LYXOR INTERNATIONAL ASSET MANAGE... Bought 515.3 Thousand shares of Lazard Ltd |
| 12/31/2014 | OSBORNE PARTNERS CAPITAL MANAGEM... Bought 69.1 Thousand shares of Lazard Ltd |
| 12/31/2014 | HANDELSBANKEN FONDER AB Bought 50.0 Thousand shares of Lazard Ltd |
Top 10 Owners of Lazard Ltd
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Standard Life Investments (USA) L... | 6.35% | 8,233,768 | 411,935,413 | +1,132,305 | +15.94% |
| The Vanguard Group, Inc. | 6.26% | 8,120,502 | 406,268,715 | +204,599 | +2.58% |
| T. Rowe Price Associates, Inc. | 5.35% | 6,942,420 | 347,329,273 | -328,910 | -4.52% |
| Trian Fund Management LP | 3.83% | 4,973,851 | 248,841,766 | 0 | 0.00% |
| Ariel Investments LLC | 3.74% | 4,852,010 | 242,746,060 | -199,358 | -3.95% |
| Fidelity Management & Research Co... | 3.53% | 4,582,245 | 229,249,717 | +1,211,400 | +35.94% |
| Morgan Stanley & Co. LLC | 2.96% | 3,840,324 | 192,131,410 | +810,225 | +26.74% |
| JPMorgan Investment Management, I... | 2.45% | 3,176,985 | 158,944,560 | +88,214 | +2.86% |
| WCM Investment Management | 2.18% | 2,825,505 | 141,360,015 | +245,138 | +9.50% |
| TIAA-CREF Investment Management L... | 1.39% | 1,797,282 | 89,918,018 | +667,051 | +59.02% |
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 | 2.88% | 3,731,400 | 186,681,942 | -1,585,900 | -29.83% |
| Vanguard Mid Cap Index Fund | 1.77% | 2,298,286 | 114,983,249 | +39,841 | +1.76% |
| Vanguard Total Stock Market Index... | 1.67% | 2,168,545 | 108,492,306 | +26,242 | +1.22% |
| RidgeWorth Mid Cap Value Equity F... | 1.45% | 1,875,000 | 93,806,250 | +695,000 | +58.90% |
| Ariel Fund | 1.25% | 1,624,903 | 81,293,897 | +75,800 | +4.89% |
| Fidelity Series International Gro... | 1.06% | 1,377,548 | 68,918,726 | -50,000 | -3.50% |
| Ariel Appreciation Fund | 1.06% | 1,376,020 | 68,842,281 | 0 | 0.00% |
| Vanguard Extended Market Index Fu... | 0.92% | 1,195,179 | 59,794,805 | +10,095 | +0.85% |
| CREF Stock Account | 0.86% | 1,120,975 | 56,082,379 | -72,732 | -6.09% |
| Polar Capital Funds Plc - North A... | 0.81% | 1,046,901 | 52,376,457 | +175,369 | +20.12% |
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