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Lazard
LAZ

Overview Fund Activity

163 hedge funds and large institutions have $2.3B invested in Lazard in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 52 closing their positions.

Holders
163
Holders Change
-32
Holders Change %
-16.41%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
51
Reduced
63
Closed
52
Calls
$23.1M
Puts
$3.41M
Net Calls
+$19.7M
Net Calls Change
+$15.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
Deutsche Bank
2
Deutsche Bank
Germany
$47.1M
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$16.8M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$18.5M
5
BCM
5
Basswood Capital Management
New York
$13.1M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$648K
2
UBS Group
2
UBS Group
Switzerland
$12.6M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$20.7M
4
TAM
4
Third Avenue Management
New York
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$12.9M +$2.39M +68,700 +23%
UBS Group
27
UBS Group
Switzerland
$12.6M -$22.9M -658,437 -65%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$12M +$403K +11,579 +3%
Citigroup
29
Citigroup
New York
$11.6M -$7.58M -217,733 -39%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$10.2M +$342K +9,830 +3%
Invesco
31
Invesco
Georgia
$9.44M +$265K +7,601 +3%
Two Sigma Investments
32
Two Sigma Investments
New York
$8.88M +$6.41M +184,320 +261%
SCS
33
Syquant Capital SAS
France
$7.2M +$7.2M +206,800 New
OKSA
34
O'Keefe Stevens Advisory
New York
$7.09M -$350K -10,054 -5%
Principal Financial Group
35
Principal Financial Group
Iowa
$6.55M -$184K -5,297 -3%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$6.41M -$52.7K -1,513 -0.8%
Nomura Holdings
37
Nomura Holdings
Japan
$6.06M +$6.06M +174,099 New
SWP
38
Strategic Wealth Partners
Ohio
$5.72M +$3.67M +105,473 +179%
Swedbank
39
Swedbank
Sweden
$5.6M – – –
AMI
40
Amica Mutual Insurance
Rhode Island
$5.2M +$1.39M +40,036 +37%
SOADOR
41
State of Alaska Department of Revenue
Alaska
$5.19M – – –
CAG
42
Crestwood Advisors Group
Massachusetts
$4.88M +$983K +28,250 +25%
P2P
43
Phase 2 Partners
California
$4.79M +$4.79M +137,586 New
First Trust Advisors
44
First Trust Advisors
Illinois
$4.62M -$2.07M -59,615 -31%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$4.46M +$2.73M +78,484 +158%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$4.33M -$25K -719 -0.6%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$4.31M -$176K -5,044 -4%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$4.06M +$1.67K +48 +0%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$4M +$1.27M +35,103 +46%
Jane Street
50
Jane Street
New York
$3.64M -$3.41M -98,082 -48%
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