Lazard Ltd (NYSE:LAZ)

Data as of Nov 28
 +0.94 / +1.86%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $772.2 thousand shares of LAZ during the quarter ended September 2014 and now own 79.14% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Investment Banks/Brokers industry and highlights that the smart money sees this stock as an important holding.
Individual stakeholders8.73%
Mutual fund holders40.20%
Other institutional38.95%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2014WILLIAM BLAIR & CO. LLC (INVESTM...  Bought 1.2 Million shares of Lazard Ltd
9/30/2014FIDELITY MANAGEMENT & RESEARCH C...  Bought 1.2 Million shares of Lazard Ltd
9/30/2014STANDARD LIFE INVESTMENTS (USA) ...  Bought 1.1 Million shares of Lazard Ltd

Top 10 Owners of Lazard Ltd

Total value ($)Shares
bought / sold
Standard Life Investments (USA) L...6.35%8,233,768405,183,723+1,132,305+15.94%
The Vanguard Group, Inc.6.26%8,120,502399,609,903+204,599+2.58%
T. Rowe Price Associates, Inc.5.35%6,942,420341,636,488-328,910-4.52%
Trian Fund Management LP3.83%4,973,851244,763,208-1,632,689-24.71%
Ariel Investments LLC3.74%4,852,010238,767,412-199,358-3.95%
Fidelity Management & Research Co...3.53%4,582,245225,492,276+1,211,400+35.94%
Morgan Stanley & Co. LLC2.96%3,843,697189,148,329+813,598+26.85%
JPMorgan Investment Management, I...2.45%3,176,985156,339,432+88,214+2.86%
WCM Investment Management2.18%2,825,505139,043,101+245,138+9.50%
TIAA-CREF Investment Management L...1.39%1,797,28288,444,247+667,051+59.02%

Top 10 Mutual Funds Holding Lazard Ltd

Mutual fundStakeShares
Total value ($)Shares
bought / sold
T Rowe Price Mid Cap Value Fund4.10%5,317,300261,664,333-162,600-2.97%
Vanguard Mid Cap Index Fund1.72%2,234,127109,941,390+31,152+1.41%
Vanguard Total Stock Market Index...1.62%2,098,177103,251,290+47,596+2.32%
Fidelity Series International Gro...1.18%1,527,54875,170,63700.00%
Ariel Fund1.16%1,510,70374,341,69500.00%
Ariel Appreciation Fund1.06%1,376,02067,713,94400.00%
Fidelity VIP - Mid Cap Portfolio1.01%1,311,64564,546,050+294,700+28.98%
CREF Stock Account0.94%1,215,70559,824,843+240,810+24.70%
Vanguard Extended Market Index Fu...0.91%1,185,07358,317,442+3,222+0.27%
RidgeWorth Mid Cap Value Equity F...0.91%1,180,00058,067,80000.00%

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