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Lazard
LAZ

Overview Fund Activity

210 hedge funds and large institutions have $2.11B invested in Lazard in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 74 reducing their positions, and 19 closing their positions.

Holders
210
Holders Change
–
Holders Change %
0%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
73
Reduced
74
Closed
19
Calls
$9.63M
Puts
$8.99M
Net Calls
+$646K
Net Calls Change
+$13.2M

Top Buyers

1
ICM
1
Invenomic Capital Management
Massachusetts
$11.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$10.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.8M
2
AI
2
Ariel Investments
Illinois
$244M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$36.7M
4
SAM
4
Southeastern Asset Management
Tennessee
$75.5M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.54M
Name Market Value Shares Shares
Change 		Shares
Change %
JF
101
Jump Financial
Illinois
$862K 26,025 +26,025 New
JHCP
102
Jackson Hole Capital Partners
Oklahoma
$857K 25,897 -56 -0.2%
Stifel Financial
103
Stifel Financial
Missouri
$851K 25,688 +6,234 +32%
CG
104
Colony Group
Massachusetts
$838K 25,299 -12,009 -32%
Corient Private Wealth
105
Corient Private Wealth
Florida
$834K 25,175 +2,975 +13%
SEI Investments
106
SEI Investments
Pennsylvania
$802K 24,210 +809 +3%
SIM
107
SummerHaven Investment Management
Connecticut
$781K 23,577 +494 +2%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$721K 103,392 +72,072 +230%
TCM
109
Teza Capital Management
Illinois
$715K 21,581 -15,011 -41%
AGP
110
Autumn Glory Partners
Texas
$698K 21,071 – –
GHAM
111
Gilman Hill Asset Management
Connecticut
$683K 20,625 +1,015 +5%
IA
112
Inspire Advisors
Idaho
$669K 20,212 +5,436 +37%
RJA
113
Raymond James & Associates
Florida
$635K 19,177 -993 -5%
ELI
114
Empire Life Investments
Ontario, Canada
$625K 18,876 +395 +2%
CGH
115
Crossmark Global Holdings
Texas
$622K 18,759 +18,759 New
OC
116
Oppenheimer & Co
New York
$596K 18,005 -7,466 -29%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$593K 17,937 -10,440 -37%
LTAS
118
Linden Thomas Advisory Services
North Carolina
$548K 16,538 +2,726 +20%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$543K 16,402 -202 -1%
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$523K 15,800 – –
DFCM
121
Dark Forest Capital Management
Puerto Rico
$522K 15,767 +15,767 New
Jacobs Levy Equity Management
122
Jacobs Levy Equity Management
New Jersey
$516K 15,596 +15,596 New
NYLIM
123
New York Life Investment Management
New York
$479K 14,482 +14,482 New
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$479K 14,460 -1,986 -12%
AB
125
Amalgamated Bank
New York
$450K 13,602 -16,528 -55%
3 4
5
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