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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CAL
151
Capital Analysts LLC
Pennsylvania
$10K – – –
CSB
152
City State Bank
Iowa
$10K – – –
CI Investments Inc
153
CI Investments Inc
Ontario, Canada
$6K +$36 +1 +0.6%
NS
154
NBC Securities
Alabama
$5K – – –
GI
155
Gradient Investments
Minnesota
$4.77K – – –
PA
156
Parallel Advisors
California
$4.7K -$20.3K -583 -81%
FFA
157
Farther Finance Advisors
California
$4.07K +$4.07K +117 New
GI
158
GAMMA Investing
California
$3.12K +$3.12K +80 New
Loomis, Sayles & Company
159
Loomis, Sayles & Company
Massachusetts
$3K +$3K +87 New
AWM
160
Avior Wealth Management
Nebraska
$1.07K – – –
DAC
161
Dividend Assets Capital
South Carolina
$1K – – –
QC
162
Quent Capital
New York
$766 +$766 +22 New
EWA
163
EverSource Wealth Advisors
Alabama
$487 +$487 +14 New
HNB
164
Huntington National Bank
Ohio
$35 – – –
TAM
165
Third Avenue Management
New York
– -$17.1M -550,206 Closed
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
– -$7.6M -245,137 Closed
Renaissance Technologies
167
Renaissance Technologies
New York
– -$4.83M -155,600 Closed
LSV Asset Management
168
LSV Asset Management
Illinois
– -$4.68M -151,012 Closed
CIC
169
Crawford Investment Counsel
Georgia
– -$3.61M -116,404 Closed
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
– -$3.9M -116,183 Closed
KWM
171
Kingsview Wealth Management
Oregon
– -$3.03M -97,852 Closed
IG
172
ING Group
Netherlands
– -$2.94M -94,700 Closed
TD Asset Management
173
TD Asset Management
Ontario, Canada
– -$2.24M -72,251 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
174
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.1M -67,700 Closed
DFCM
175
Dark Forest Capital Management
Puerto Rico
– -$1.93M -62,277 Closed
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