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Lazard
LAZ

Overview Fund Activity

215 hedge funds and large institutions have $2.44B invested in Lazard in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 81 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-19
Holders Change %
-8.12%
% of All Funds
3.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
57
Reduced
81
Closed
38
Calls
$10.3M
Puts
$20.6M
Net Calls
-$10.2M
Net Calls Change
-$10.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$122M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$29.8M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$59.9M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$75.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$58.4M

Top Sellers

1
CVA
1
Ceredex Value Advisors
Florida
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$2.34M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$11.9M
5
EIP
5
Epoch Investment Partners
New York
$89.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$373K – – –
HBCM
127
Heron Bay Capital Management
Michigan
$350K +$15.3K +473 +5%
SCA
128
Snowden Capital Advisors
New York
$349K – – –
SG Americas Securities
129
SG Americas Securities
New York
$347K -$18.1K -560 -5%
Victory Capital Management
130
Victory Capital Management
Texas
$336K -$51.6K -1,590 -13%
DWT
131
Dorsey & Whitney Trust
South Dakota
$336K +$336K +10,364 New
BCA
132
Bay Colony Advisors
Massachusetts
$333K – – –
GI
133
GAMCO Investors
Connecticut
$331K – – –
SFP
134
Sweet Financial Partners
Minnesota
$324K – – –
GC
135
Guggenheim Capital
Illinois
$321K -$1.98K -61 -0.6%
CCM
136
Cullen Capital Management
New York
$316K – – –
PAM
137
Panagora Asset Management
Massachusetts
$314K -$336K -10,371 -52%
ORC
138
O'Rourke & Company
Massachusetts
$309K -$17.1K -529 -5%
PI
139
PEAK6 Investments
Illinois
$304K -$1.49M -46,005 -83%
New York State Teachers Retirement System (NYSTRS)
140
New York State Teachers Retirement System (NYSTRS)
New York
$288K +$3.24K +100 +1%
JWM
141
Jeppson Wealth Management
California
$285K +$83.3K +2,570 +41%
RIL
142
Rothschild Investment LLC
Illinois
$279K – – –
SWP
143
Stratos Wealth Partners
Ohio
$277K +$277K +8,543 New
Ameriprise
144
Ameriprise
Minnesota
$272K -$699K -21,603 -72%
ProShare Advisors
145
ProShare Advisors
Maryland
$259K -$52.9K -1,630 -17%
MSRPS
146
Maryland State Retirement & Pension System
Maryland
$259K – – –
GTCM
147
Gyon Technologies Capital Management
New Jersey
$259K +$259K +7,982 New
JF
148
Jump Financial
Illinois
$242K +$48.5K +1,499 +25%
IRC
149
Investors Research Corp
Georgia
$238K – – –
JG
150
Jefferies Group
New York
$227K +$227K +7,011 New
4 5
6
7 8