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Lazard
LAZ

Overview Fund Activity

210 hedge funds and large institutions have $2.21B invested in Lazard in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 81 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-6
Holders Change %
-2.78%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
63
Reduced
81
Closed
31
Calls
$8.32M
Puts
$20.9M
Net Calls
-$12.6M
Net Calls Change
-$23.5M

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$13.2M
2
Barclays
Barclays
United Kingdom
$9.91M
3
Charles Schwab
Charles Schwab
California
$96.1M
4
BlackRock
BlackRock
New York
$170M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$6.58M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.88M
2
SAM
Southeastern Asset Management
Tennessee
$88.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$316M
4
RAM
RWC Asset Management
United Kingdom
$38M
5
Squarepoint
Squarepoint
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Shay Capital
New York
$520K +$520K +15,000 New
Mariner
127
Mariner
Kansas
$515K +$16.3K +469 +3%
IA
128
Inspire Advisors
Idaho
$512K +$156K +4,489 +44%
GI
129
GAMCO Investors
Connecticut
$485K -$111K -3,200 -19%
LTAS
130
Linden Thomas Advisory Services
North Carolina
$479K +$479K +13,812 New
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$464K +$132K +3,803 +40%
SDAM
132
Shulman DeMeo Asset Management
New York
$449K -$40.9K -1,181 -8%
Victory Capital Management
133
Victory Capital Management
Texas
$426K -$365K -10,523 -46%
Osaic Holdings
134
Osaic Holdings
Arizona
$419K -$1.59K -46 -0.4%
TI
135
Tidal Investments
Wisconsin
$395K +$23.7K +683 +6%
NW
136
NewEdge Wealth
Pennsylvania
$383K -$20.4K -589 -5%
AAM
137
Advisors Asset Management
Colorado
$362K -$14.9K -429 -4%
DWT
138
Dorsey & Whitney Trust
South Dakota
$359K – – –
SFP
139
Sweet Financial Partners
Minnesota
$347K – – –
ORC
140
O'Rourke & Company
Massachusetts
$338K -$3.78K -109 -1%
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$336K -$31.2K -900 -8%
JWM
142
Jeppson Wealth Management
California
$330K +$44.5K +1,283 +16%
BCA
143
Bay Colony Advisors
Massachusetts
$306K – – –
VF
144
Virtu Financial
New York
$304K -$178K -5,144 -37%
ProShare Advisors
145
ProShare Advisors
Maryland
$299K +$36.2K +1,044 +14%
RIL
146
Rothschild Investment LLC
Illinois
$298K – – –
New York State Teachers Retirement System (NYSTRS)
147
New York State Teachers Retirement System (NYSTRS)
New York
$274K -$10.4K -300 -4%
ECM
148
EMC Capital Management
Texas
$273K +$37K +1,068 +16%
Ameriprise
149
Ameriprise
Minnesota
$268K -$588 -17 -0.2%
IRC
150
Investors Research Corp
Georgia
$255K – – –
4 5
6
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