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Lazard
LAZ

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.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

7% more call options, than puts

Call options by funds: $9.63M | Put options by funds: $8.98M

0% more funds holding

Funds holding: 210 → 210 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.87% less ownership

Funds ownership: 57.43% → 56.56% (-0.87%)

1% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 74

5% less capital invested

Capital invested by funds: $2.21B → $2.11B (-$101M)

Holders
210
Holders Change
–
Holders Change %
0%
% of All Funds
3.35%
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
$8.98M
Net Calls
+$646K
Net Calls Change
+$13.2M

Top Buyers

1
ICM
Invenomic Capital Management
Massachusetts
+$12.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$11M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.44M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$7.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$6.77M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.1M
2
AI
Ariel Investments
Illinois
-$12.1M
3
LSV Asset Management
LSV Asset Management
Illinois
-$10.3M
4
SAM
Southeastern Asset Management
Tennessee
-$10M
5
Two Sigma Investments
Two Sigma Investments
New York
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
JF
101
Jump Financial
Illinois
$862K +$960K +26,025 New
JHCP
102
Jackson Hole Capital Partners
Oklahoma
$857K -$2.07K -56 -0.2%
Stifel Financial
103
Stifel Financial
Missouri
$851K +$230K +6,234 +32%
CG
104
Colony Group
Massachusetts
$838K -$443K -12,009 -32%
Corient Private Wealth
105
Corient Private Wealth
Florida
$834K +$110K +2,975 +13%
SEI Investments
106
SEI Investments
Pennsylvania
$802K +$29.8K +809 +3%
SIM
107
SummerHaven Investment Management
Connecticut
$781K +$18.2K +494 +2%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$721K +$2.66M +72,072 +230%
TCM
109
Teza Capital Management
Illinois
$715K -$554K -15,011 -41%
AGP
110
Autumn Glory Partners
Texas
$698K – – –
GHAM
111
Gilman Hill Asset Management
Connecticut
$683K +$37.4K +1,015 +5%
IA
112
Inspire Advisors
Idaho
$669K +$201K +5,436 +37%
RJA
113
Raymond James & Associates
Florida
$635K -$36.6K -993 -5%
ELI
114
Empire Life Investments
Ontario, Canada
$625K +$14.6K +395 +2%
CGH
115
Crossmark Global Holdings
Texas
$622K +$692K +18,759 New
OC
116
Oppenheimer & Co
New York
$596K -$275K -7,466 -29%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$593K -$385K -10,440 -37%
LTAS
118
Linden Thomas Advisory Services
North Carolina
$548K +$101K +2,726 +20%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$543K -$7.45K -202 -1%
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$523K – – –
DFCM
121
Dark Forest Capital Management
Puerto Rico
$522K +$582K +15,767 New
Jacobs Levy Equity Management
122
Jacobs Levy Equity Management
New Jersey
$516K +$575K +15,596 New
NYLIM
123
New York Life Investment Management
New York
$479K +$534K +14,482 New
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$479K -$73.3K -1,986 -12%
AB
125
Amalgamated Bank
New York
$450K -$610K -16,528 -55%
3 4
5
6 7

LAZ Hedge Fund Activity: Q1 2023 in Review

210 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q1 2023, worth a combined $2.11B — down 4.6% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LAZ positions and 19 closed out — a net gain of 2 holders — while 73 added to existing stakes and 74 trimmed.

The largest buyer was Invenomic Capital Management, opening a new position worth an estimated $12.5M. The largest seller was Morgan Stanley, cutting an estimated $18.1M.

  • 210 institutional investors held Lazard (LAZ) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $2.11B of Lazard stock for Q1 2023, down 4.6% quarter-over-quarter.
  • 21 funds opened new Lazard positions in Q1 2023 and 19 closed out, a net change of +2 holders.
  • The largest Lazard buyer in Q1 2023 was Invenomic Capital Management, an estimated $12.5M added.
  • The largest Lazard seller in Q1 2023 was Morgan Stanley, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2023.