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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
OKSA
51
O'Keefe Stevens Advisory
New York
$3.53M +$3.99M +110,936 New
SO
52
STRS Ohio
Ohio
$3.5M – – –
Franklin Resources
53
Franklin Resources
California
$3.39M +$3.59M +99,832 +1,512%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$3.34M -$123K -3,432 -3%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$3.02M +$211K +5,866 +7%
GC
56
Globeflex Capital
California
$2.97M – – –
CIC
57
Crawford Investment Counsel
Georgia
$2.95M +$46.4K +1,290 +1%
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$2.9M +$645K +17,947 +25%
Aviva
59
Aviva
United Kingdom
$2.83M +$3.19M +88,833 New
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$2.76M -$317K -8,824 -9%
APF
61
Alaska Permanent Fund
Alaska
$2.29M – – –
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$2.17M +$65.9K +1,834 +3%
Wells Fargo
63
Wells Fargo
California
$2.17M -$829K -23,059 -25%
EWM
64
Endurance Wealth Management
Rhode Island
$2.1M +$1.08M +29,900 +83%
Goldman Sachs
65
Goldman Sachs
New York
$2.07M -$251K -6,984 -10%
M&T Bank
66
M&T Bank
New York
$2.03M -$124K -3,442 -5%
SFI
67
Susquehanna Fundamental Investments
Pennsylvania
$1.96M +$2.22M +61,608 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$1.92M -$292K -8,133 -12%
Deutsche Bank
69
Deutsche Bank
Germany
$1.82M -$11.9K -330 -0.6%
MAP
70
Moody Aldrich Partners
Massachusetts
$1.79M – – –
LSC
71
Lesa Sroufe & Co
Washington
$1.75M +$1.97M +54,821 New
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.73M -$35K -972 -2%
IMRF
73
Illinois Municipal Retirement Fund
Illinois
$1.71M – – –
AA
74
ALPS Advisors
Colorado
$1.69M +$114K +3,181 +6%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$1.67M +$3.81K +106 +0.2%
1 2
3
4 5

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.