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Lazard
LAZ

216 hedge funds and large institutions have $2.31B invested in Lazard in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $8.27M

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0% more funds holding

Funds holding: 215 → 216 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.23% less ownership

Funds ownership: 66.7% → 64.47% (-2.2%)

5% less capital invested

Capital invested by funds: $2.44B → $2.31B (-$123M)

26% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 80

Holders
216
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
59
Reduced
80
Closed
27
Calls
$19.2M
Puts
$8.27M
Net Calls
+$10.9M
Net Calls Change
+$21.2M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$11.9M
2
PAM
Panagora Asset Management
Massachusetts
+$6.93M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$6.82M
4
Citigroup
Citigroup
New York
+$6.46M
5
Squarepoint
Squarepoint
New York
+$5.94M

Top Sellers

1
AI
Ariel Investments
Illinois
-$29.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.2M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.6M
4
Morgan Stanley
Morgan Stanley
New York
-$13.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HP
26
Hosking Partners
United Kingdom
$10.3M -$808K -22,470 -7%
UBS Group
27
UBS Group
Switzerland
$10.2M +$2.04M +56,714 +21%
Invesco
28
Invesco
Georgia
$9.33M -$1.65M -45,852 -14%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$9.27M -$501K -13,937 -5%
Squarepoint
30
Squarepoint
New York
$9.04M +$5.94M +165,255 +139%
N
31
Nuveen
North Carolina
$8.27M -$496K -13,802 -5%
TRSOTSOK
32
Teachers Retirement System of the State of Kentucky
Kentucky
$8.18M +$9.24M +257,010 New
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$7.98M -$431K -11,999 -5%
Citigroup
34
Citigroup
New York
$7.29M +$6.46M +179,675 +364%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$7.12M +$1.09M +30,277 +16%
Principal Financial Group
36
Principal Financial Group
Iowa
$6.45M -$44.9K -1,249 -0.6%
PAM
37
Panagora Asset Management
Massachusetts
$6.44M +$6.93M +192,610 +1,989%
UBS AM
38
UBS AM
Illinois
$5.76M -$325K -9,051 -5%
Bank of America
39
Bank of America
North Carolina
$5.69M -$30.6K -851 -0.5%
Swedbank
40
Swedbank
Sweden
$5.12M – – –
FWC
41
First Washington Corp
Washington
$4.96M – – –
OPCM
42
Osborne Partners Capital Management
California
$4.49M +$7.12K +198 +0.1%
FP
43
Foundry Partners
Minnesota
$4.43M +$37.9K +1,054 +0.8%
WMSA
44
Weiss Multi-Strategy Advisers
New York
$4.39M +$4.96M +137,960 New
JP Morgan Chase
45
JP Morgan Chase
New York
$4.39M -$251K -6,981 -5%
MVP
46
Miller Value Partners
Florida
$4.37M – – –
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$4.11M – – –
RGC
48
Redwood Grove Capital
California
$3.77M – – –
Citadel Advisors
49
Citadel Advisors
Florida
$3.75M +$3.72M +103,373 +710%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$3.66M +$4.75K +132 +0.1%
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LAZ Hedge Fund Activity: Q3 2022 in Review

216 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q3 2022, worth a combined $2.31B — down 5.1% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LAZ positions and 27 closed out — a net gain of 1 holder — while 59 added to existing stakes and 80 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $11.9M. The largest seller was Ariel Investments, cutting an estimated $29.9M.

  • 216 institutional investors held Lazard (LAZ) as of Q3 2022, up from 215 in Q2 2022.
  • Funds reported $2.31B of Lazard stock for Q3 2022, down 5.1% quarter-over-quarter.
  • 28 funds opened new Lazard positions in Q3 2022 and 27 closed out, a net change of +1 holder.
  • The largest Lazard buyer in Q3 2022 was Two Sigma Investments, an estimated $11.9M added.
  • The largest Lazard seller in Q3 2022 was Ariel Investments, an estimated $29.9M sold.

Based on aggregated 13F filings for Q3 2022.