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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
SDAM
126
Shulman DeMeo Asset Management
New York
$432K +$4.21K +114 +0.9%
VF
127
Virtu Financial
New York
$432K +$157K +4,258 +48%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$432K -$989K -26,818 -67%
Mariner
129
Mariner
Kansas
$418K -$82.7K -2,241 -15%
Osaic Holdings
130
Osaic Holdings
Arizona
$417K +$19K +516 +4%
SFI
131
Susquehanna Fundamental Investments
Pennsylvania
$409K -$2.09M -56,610 -82%
S
132
SignatureFD
Georgia
$404K +$443K +12,003 +6,002%
TI
133
Tidal Investments
Wisconsin
$398K +$23.3K +631 +6%
CA
134
Claro Advisors
Massachusetts
$393K +$438K +11,875 New
NW
135
NewEdge Wealth
Pennsylvania
$366K – – –
AAM
136
Advisors Asset Management
Colorado
$344K -$1.4K -38 -0.4%
XT
137
XTX Topco
Cayman Islands
$340K +$127K +3,440 +50%
SFP
138
Sweet Financial Partners
Minnesota
$331K – – –
Parallax Volatility Advisers
139
Parallax Volatility Advisers
California
$326K +$363K +9,850 New
ORC
140
O'Rourke & Company
Massachusetts
$324K +$1.25K +34 +0.3%
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$321K – – –
TPCW
142
TD Private Client Wealth
New York
$316K -$240K -6,517 -41%
JWM
143
Jeppson Wealth Management
California
$314K -$553 -15 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
144
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$306K -$921K -24,967 -73%
RIL
145
Rothschild Investment LLC
Illinois
$285K – – –
BCA
146
Bay Colony Advisors
Massachusetts
$284K – – –
HSBC Holdings
147
HSBC Holdings
United Kingdom
$277K -$2.78M -75,403 -90%
Ameriprise
148
Ameriprise
Minnesota
$263K +$6.94K +188 +2%
ECM
149
EMC Capital Management
Texas
$261K – – –
New York State Teachers Retirement System (NYSTRS)
150
New York State Teachers Retirement System (NYSTRS)
New York
$244K -$19.1K -519 -7%
4 5
6
7 8

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.