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Lazard
LAZ

Overview Fund Activity

198 hedge funds and large institutions have $2.12B invested in Lazard in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 70 reducing their positions, and 32 closing their positions.

Holders
198
Holders Change
-12
Holders Change %
-5.71%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
68
Reduced
70
Closed
32
Calls
$8.04M
Puts
$3.2M
Net Calls
+$4.84M
Net Calls Change
+$4.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
SG Americas Securities
2
SG Americas Securities
New York
$21.8M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$18.3M
4
Deutsche Bank
4
Deutsche Bank
Germany
$21.2M
5
UBS Group
5
UBS Group
Switzerland
$17.7M

Top Sellers

1
RAM
1
RWC Asset Management
United Kingdom
$6.64M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$12.7M
3
SAM
3
Southeastern Asset Management
Tennessee
$56.2M
4
TAM
4
Todd Asset Management
Kentucky
$2.77M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$11.9M +$5.16M +161,383 +77%
Federated Hermes
27
Federated Hermes
Pennsylvania
$11M -$548K -17,117 -5%
Victory Capital Management
28
Victory Capital Management
Texas
$9.92M -$5.7K -178 -0.1%
P2P
29
Phase 2 Partners
California
$9.88M +$9.88M +308,813 New
Two Sigma Advisers
30
Two Sigma Advisers
New York
$9.67M -$5.47M -171,000 -36%
Invesco
31
Invesco
Georgia
$9.33M +$2.01M +62,885 +28%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$9.03M +$1.01M +31,500 +13%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$7.95M +$747K +23,329 +10%
Barclays
34
Barclays
United Kingdom
$7.7M +$601K +18,766 +8%
Mackenzie Financial
35
Mackenzie Financial
Ontario, Canada
$7.01M +$95.2K +2,908 +1%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$6.98M +$6.71M +208,295 +2,455%
WMSA
37
Weiss Multi-Strategy Advisers
New York
$6.88M +$6.88M +215,000 New
RAM
38
RWC Asset Management
United Kingdom
$6.64M -$27.1M -845,399 -80%
Principal Financial Group
39
Principal Financial Group
Iowa
$6.43M -$4.1K -128 -0.1%
BCM
40
Basswood Capital Management
New York
$6.41M +$6.41M +200,403 New
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$6.41M -$7.58M -236,759 -54%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$5.9M +$101K +3,171 +2%
FP
43
Foundry Partners
Minnesota
$5.71M +$447K +13,977 +9%
Citadel Advisors
44
Citadel Advisors
Florida
$5.57M -$794K -24,823 -12%
Swedbank
45
Swedbank
Sweden
$5.15M – – –
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$5.07M +$181K +5,655 +4%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$4.77M -$6.84M -213,861 -59%
SOADOR
48
State of Alaska Department of Revenue
Alaska
$4.77M – – –
UBS AM
49
UBS AM
Illinois
$4.74M – – –
OKSA
50
O'Keefe Stevens Advisory
New York
$4.69M +$808K +25,263 +21%
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