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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 %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$477K 13,706 -786 -5%
NA
102
NewEdge Advisors
Louisiana
$440K 11,254 +1,823 +19%
Osaic Holdings
103
Osaic Holdings
Arizona
$415K 11,922 -7,880 -40%
CA
104
Claro Advisors
Massachusetts
$413K 11,875 – –
NW
105
NewEdge Wealth
Pennsylvania
$385K 11,052 – –
IIM
106
INTECH Investment Management
Florida
$383K 10,997 +10,997 New
SDAM
107
Shulman DeMeo Asset Management
New York
$378K 10,857 -1,301 -11%
NYLIM
108
New York Life Investment Management
New York
$366K 10,511 -242 -2%
AG
109
Algert Global
California
$362K 10,410 +10,410 New
TI
110
Trexquant Investment
Connecticut
$354K 10,170 +10,170 New
SM
111
Sciencast Management
New Jersey
$343K 9,860 +9,860 New
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$338K 9,701 – –
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$321K 8,895 +8,895 New
GS
114
GTS Securities
New York
$306K 8,791 +8,791 New
AAM
115
Advisors Asset Management
Colorado
$301K 8,661 -893 -9%
Truist Financial
116
Truist Financial
North Carolina
$282K 8,114 +1,031 +15%
ECM
117
EMC Capital Management
Texas
$274K 7,870 – –
TCM
118
Teza Capital Management
Illinois
$271K 7,774 -10,186 -57%
I
119
InceptionR
California
$266K 7,641 -3,113 -29%
Legal & General Group
120
Legal & General Group
United Kingdom
$257K 7,372 -118 -2%
RIL
121
Rothschild Investment LLC
Illinois
$247K 7,100 -1,000 -12%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$230K 6,606 +969 +17%
IRC
123
Investors Research Corp
Georgia
$216K 6,200 -800 -11%
URS
124
Utah Retirement Systems
Utah
$212K 6,100 +6,100 New
Macquarie Group
125
Macquarie Group
Australia
$138K 3,963 -3,683 -48%
3 4
5
6 7