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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 Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
76
SEI Investments
Pennsylvania
$1.26M 36,336 +269 +0.7%
FNT
77
First National Trust
Pennsylvania
$1.23M 35,206 +6,522 +23%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$1.13M 32,608 -2,297 -7%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$1.08M 31,091 -10,593 -25%
PP
80
PDT Partners
New York
$960K 27,599 -48,033 -64%
SGI
81
Summit Global Investments
Utah
$905K 26,003 +26,003 New
NSIM
82
North Star Investment Management
Illinois
$871K 25,028 -409 -2%
OC
83
Oppenheimer & Co
New York
$844K 24,260 +7,220 +42%
Jacobs Levy Equity Management
84
Jacobs Levy Equity Management
New Jersey
$835K 23,992 +9,430 +65%
Corient Private Wealth
85
Corient Private Wealth
Florida
$825K 23,700 -1,515 -6%
RJA
86
Raymond James & Associates
Florida
$709K 20,376 -5,546 -21%
Handelsbanken Fonder
87
Handelsbanken Fonder
Sweden
$682K 19,600 -12,000 -38%
ELI
88
Empire Life Investments
Ontario, Canada
$670K 19,252 +373 +2%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$666K 19,135 -6,176 -24%
SAM
90
Southeastern Asset Management
Tennessee
$648K 18,608 -695,086 -97%
Victory Capital Management
91
Victory Capital Management
Texas
$627K 18,014 -43,972 -71%
LPL Financial
92
LPL Financial
California
$595K 17,089 -367 -2%
SFP
93
Sweet Financial Partners
Minnesota
$592K 17,000 +5,000 +42%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$564K 16,198 -137 -0.8%
AB
95
Amalgamated Bank
New York
$539K 15,490 -1,090 -7%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$523K 15,027 +222 +1%
CB
97
Commerce Bank
Missouri
$493K 14,081 +14,081 New
IMRF
98
Illinois Municipal Retirement Fund
Illinois
$492K 14,145 -39,681 -74%
HF
99
HRT Financial
New York
$487K 14,019 +2,559 +22%
TI
100
Tidal Investments
Wisconsin
$483K 13,867 +358 +3%
2 3
4
5 6