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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
CG
101
Colony Group
Massachusetts
$768K +$52.9K +1,471 +6%
SEI Investments
102
SEI Investments
Pennsylvania
$745K -$244K -6,780 -22%
Victory Capital Management
103
Victory Capital Management
Texas
$726K +$448K +12,451 +120%
SIM
104
SummerHaven Investment Management
Connecticut
$725K +$819K +22,775 New
RIG
105
Roosevelt Investment Group
New York
$707K -$173K -4,816 -18%
GHAM
106
Gilman Hill Asset Management
Connecticut
$696K -$130K -3,625 -14%
USGIU
107
U.S. Global Investors (USGI)
Texas
$678K +$766K +21,300 New
PP
108
PDT Partners
New York
$674K -$418K -11,625 -35%
AGP
109
Autumn Glory Partners
Texas
$671K – – –
RJA
110
Raymond James & Associates
Florida
$668K -$413K -11,489 -35%
TPCW
111
TD Private Client Wealth
New York
$651K -$9.24K -257 -1%
RC
112
RBF Capital
California
$637K – – –
RJFSA
113
Raymond James Financial Services Advisors
Florida
$601K -$146K -4,064 -18%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$595K +$2.09K +58 +0.3%
ELI
115
Empire Life Investments
Ontario, Canada
$590K +$7.37K +205 +1%
TAM
116
Tocqueville Asset Management
New York
$584K – – –
Stifel Financial
117
Stifel Financial
Missouri
$576K +$171K +4,753 +36%
ECM
118
ExodusPoint Capital Management
New York
$556K +$628K +17,472 New
GI
119
GAMCO Investors
Connecticut
$547K +$252K +7,000 +69%
AB
120
Amalgamated Bank
New York
$529K -$101K -2,806 -14%
Handelsbanken Fonder
121
Handelsbanken Fonder
Sweden
$503K – – –
SOADOR
122
State of Alaska Department of Revenue
Alaska
$501K +$566K +15,748 New
SAM
123
Secure Asset Management
Michigan
$480K +$123K +3,416 +29%
Mariner
124
Mariner
Kansas
$458K +$517K +14,384 New
SDAM
125
Shulman DeMeo Asset Management
New York
$450K +$4.42K +123 +0.9%
3 4
5
6 7

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.