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 stakeholders8.73%
Mutual fund holders39.78%
Other institutional39.43%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014LYXOR INTERNATIONAL ASSET MANAGE...  Bought 515.3 Thousand shares of Lazard Ltd
12/31/2014OSBORNE PARTNERS CAPITAL MANAGEM...  Bought 69.1 Thousand shares of Lazard Ltd
12/31/2014HANDELSBANKEN FONDER AB  Bought 50.0 Thousand shares of Lazard Ltd

Top 10 Owners of Lazard Ltd

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Standard Life Investments (USA) L...6.35%8,233,768411,935,413+1,132,305+15.94%
The Vanguard Group, Inc.6.26%8,120,502406,268,715+204,599+2.58%
T. Rowe Price Associates, Inc.5.35%6,942,420347,329,273-328,910-4.52%
Trian Fund Management LP3.83%4,973,851248,841,76600.00%
Ariel Investments LLC3.74%4,852,010242,746,060-199,358-3.95%
Fidelity Management & Research Co...3.53%4,582,245229,249,717+1,211,400+35.94%
Morgan Stanley & Co. LLC2.96%3,840,324192,131,410+810,225+26.74%
JPMorgan Investment Management, I...2.45%3,176,985158,944,560+88,214+2.86%
WCM Investment Management2.18%2,825,505141,360,015+245,138+9.50%
TIAA-CREF Investment Management L...1.39%1,797,28289,918,018+667,051+59.02%

Top 10 Mutual Funds Holding Lazard Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T Rowe Price Mid Cap Value Fund2.88%3,731,400186,681,942-1,585,900-29.83%
Vanguard Mid Cap Index Fund1.77%2,298,286114,983,249+39,841+1.76%
Vanguard Total Stock Market Index...1.67%2,168,545108,492,306+26,242+1.22%
RidgeWorth Mid Cap Value Equity F...1.45%1,875,00093,806,250+695,000+58.90%
Ariel Fund1.25%1,624,90381,293,897+75,800+4.89%
Fidelity Series International Gro...1.06%1,377,54868,918,726-50,000-3.50%
Ariel Appreciation Fund1.06%1,376,02068,842,28100.00%
Vanguard Extended Market Index Fu...0.92%1,195,17959,794,805+10,095+0.85%
CREF Stock Account0.86%1,120,97556,082,379-72,732-6.09%
Polar Capital Funds Plc - North A...0.81%1,046,90152,376,457+175,369+20.12%

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.