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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
GHA
151
GW Henssler & Associates
Georgia
$241K +$2.73K +74 +1%
Citigroup
152
Citigroup
New York
$239K -$460K -12,469 -63%
IRC
153
Investors Research Corp
Georgia
$232K -$12.9K -350 -5%
MSRPS
154
Maryland State Retirement & Pension System
Maryland
$215K – – –
HA
155
HFG Advisors
Ohio
$211K +$235K +6,375 New
TAM
156
Tocqueville Asset Management
New York
$210K – – –
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$147K -$15.8K -428 -9%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$120K +$7.38K +200 +6%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$117K +$6.83K +185 +6%
CMF
160
Counterpoint Mutual Funds
California
$113K +$126K +3,410 New
SOW
161
State of Wyoming
Wyoming
$106K +$30.4K +825 +35%
Group One Trading
162
Group One Trading
Illinois
$101K +$113K +3,057 New
AA
163
AlphaMark Advisors
Kentucky
$98K – – –
BAM
164
Belpointe Asset Management
Nevada
$87.8K – – –
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$60K +$50.9K +1,381 +318%
C
166
Covestor
United Kingdom
$58K -$258 -7 -0.4%
MIM
167
MetLife Investment Management
New Jersey
$56.8K +$148 +4 +0.2%
Acadian Asset Management
168
Acadian Asset Management
Massachusetts
$48K +$53.9K +1,461 New
Nomura Asset Management
169
Nomura Asset Management
Japan
$47K – – –
Loomis, Sayles & Company
170
Loomis, Sayles & Company
Massachusetts
$29K -$922 -25 -3%
AIG
171
American International Group
New York
$27.6K -$664 -18 -2%
CTC
172
Central Trust Company
Missouri
$26.5K – – –
GWM
173
Geneos Wealth Management
Colorado
$26K -$7.38K -200 -20%
TRCT
174
Tower Research Capital (TRC)
New York
$18K -$41.9K -1,135 -68%
WT
175
Whittier Trust
California
$17.6K -$1.14K -31 -5%
5 6
7
8 9

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.