Lazard
234 hedge funds and large institutions have $2.66B invested in Lazard in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 49 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
34% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 68
1% less call options, than puts
Call options by funds: $13M | Put options by funds: $13.1M
1.73% less ownership
Funds ownership: 69.87% → 68.14% (-1.7%)
6% less funds holding
Funds holding: 250 → 234 (-16)
23% less capital invested
Capital invested by funds: $3.44B → $2.66B (-$780M)
27% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$22.6M |
| 2 |
AI
Ariel Investments
Chicago,
Illinois
|
+$17M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$16.6M |
| 4 |
State Street
Boston,
Massachusetts
|
+$11.9M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$102M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$19.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$13.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$12.3M |
| 5 |
Jennison Associates
New York
|
-$12.2M |
LAZ Hedge Fund Activity: Q1 2022 in Review
234 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q1 2022, worth a combined $2.66B — down 23% from $3.44B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of LAZ and 36 opened new positions — a net loss of 13 holders — while 68 trimmed existing stakes and 91 added.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $22.6M. The largest seller was JP Morgan Chase, cutting an estimated $102M.
- 234 institutional investors held Lazard (LAZ) as of Q1 2022, down from 250 in Q4 2021.
- Funds reported $2.66B of Lazard stock for Q1 2022, down 23% quarter-over-quarter.
- 36 funds opened new Lazard positions in Q1 2022 and 49 closed out, a net change of -13 holders.
- The largest Lazard buyer in Q1 2022 was Jacobs Levy Equity Management, an estimated $22.6M added.
- The largest Lazard seller in Q1 2022 was JP Morgan Chase, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2022.