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215 hedge funds and large institutions have $2.44B invested in Lazard in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.44% less ownership

Funds ownership: 68.14%66.7% (-1.4%)

8% less funds holding

Funds holding: 234215 (-19)

8% less capital invested

Capital invested by funds: $2.66B → $2.44B (-$220M)

30% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 81

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

50% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $20.6M

Holders
215
Holders Change
-19
Holders Change %
-8.12%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
57
Reduced
81
Closed
38
Calls
$10.3M
Puts
$20.6M
Net Calls
-$10.2M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
226
Trexquant Investment
Connecticut
-$513K -14,866 Closed
IA
227
Investor AB
Sweden
-$443K -12,850 Closed
Walleye Capital
228
Walleye Capital
New York
-$442K -12,816 Closed
TC
229
Telemus Capital
Michigan
-$434K -12,575 Closed
SI
230
Stephens Inc
Arkansas
-$378K -10,957 Closed
Los Angeles Capital Management
231
Los Angeles Capital Management
California
-$374K -10,832 Closed
CIBC World Market
232
CIBC World Market
Ontario, Canada
-$321K -9,297 Closed
BAM
233
Blueshift Asset Management
New Jersey
-$313K -9,063 Closed
XT
234
XTX Topco
Cayman Islands
-$286K -8,301 Closed
VF
235
Virtu Financial
New York
-$253K -7,319 Closed
OMC
236
Old Mission Capital
Illinois
-$233K -6,746 Closed
CA
237
Cumberland Advisors
Florida
-$228K -6,600 Closed
CC
238
Corton Capital
Ontario, Canada
-$218K -6,312 Closed
AS
239
Altshuler Shaham
Israel
-$134K -3,883 Closed
BAM
240
Belpointe Asset Management
Nevada
-$110K -3,207 Closed
First Manhattan
241
First Manhattan
New York
-$75K -2,205 Closed
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
-$21K -600 Closed
GWSG
243
GPS Wealth Strategies Group
Colorado
-$17K -500 Closed
SSG
244
Summit Securities Group
New York
-$7K -200 Closed
SWM
245
Spire Wealth Management
Virginia
-$2K -50 Closed
CI
246
Cordant Inc
Oregon
-$1K -30 Closed
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$828 -24 Closed
DI
248
Disciplined Investments
Oklahoma
-$1K -16 Closed
AWM
249
Avior Wealth Management
Nebraska
+$34 +1 +4%
PTC
250
Private Trust Company
Ohio
+$405 +12 New

LAZ Hedge Fund Activity: Q2 2022 in Review

215 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q2 2022, worth a combined $2.44B — down 8.3% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of LAZ and 26 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 57 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $15.6M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $14.5M sold.

  • 215 institutional investors held Lazard (LAZ) as of Q2 2022, down from 234 in Q1 2022.
  • Funds reported $2.44B of Lazard stock for Q2 2022, down 8.3% quarter-over-quarter.
  • 26 funds opened new Lazard positions in Q2 2022 and 38 closed out, a net change of -12 holders.
  • The largest Lazard buyer in Q2 2022 was T. Rowe Price Associates, an estimated $15.6M added.
  • The largest Lazard seller in Q2 2022 was Ceredex Value Advisors, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2022.