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Lazard
LAZ

Overview Fund Activity

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.

Holders
210
Holders Change
–
Holders Change %
0%
% of All Funds
3.36%
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
$8.99M
Net Calls
+$646K
Net Calls Change
+$13.2M

Top Buyers

1
ICM
1
Invenomic Capital Management
Massachusetts
$11.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$10.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.8M
2
AI
2
Ariel Investments
Illinois
$244M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$36.7M
4
SAM
4
Southeastern Asset Management
Tennessee
$75.5M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.54M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$17.4K 525 -112 -18%
HNB
177
Huntington National Bank
Ohio
$15.9K 481 – –
PA
178
Parallel Advisors
California
$14.4K 435 -310 -42%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$11.6K 350 +350 New
BWAM
180
Boyd Watterson Asset Management
Ohio
$10.5K 317 – –
FCA
181
FinTrust Capital Advisors
South Carolina
$10.4K 300 – –
SWM
182
Spire Wealth Management
Virginia
$10.2K 307 -673 -69%
CSB
183
City State Bank
Iowa
$10K 305 – –
CAL
184
Capital Analysts LLC
Pennsylvania
$10K 300 – –
HI
185
Harbour Investments
Wisconsin
$9.22K 279 +2 +0.7%
WP
186
WealthPLAN Partners
Nebraska
$8.28K 250 +250 New
QC
187
Quent Capital
New York
$8.11K 245 +45 +23%
NA
188
NewEdge Advisors
Louisiana
$7.45K 225 -1,423 -86%
ASN
189
Advisory Services Network
Georgia
$5.36K 162 +13 +9%
DA
190
Denali Advisors
California
$4.44K 134 – –
GI
191
Gradient Investments
Minnesota
$4.1K 124 – –
CFB
192
Cullen/Frost Bankers
Texas
$3.97K 120 +120 New
IA
193
IFP Advisors
Florida
$3.87K 75 – –
CNBTD
194
Citizens National Bank Trust Department
Mississippi
$3.34K 101 – –
WT
195
Washington Trust
Rhode Island
$3.31K 100 – –
TWC
196
TD Waterhouse Canada
Ontario, Canada
$3.26K 100 – –
GRP
197
Global Retirement Partners
California
$2.74K 92 -34 -27%
RA
198
Rise Advisors
New York
$2.27K 69 +1 +1%
US Bancorp
199
US Bancorp
Minnesota
$2.12K 64 -25 -28%
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$1.9K 57,370 -3,608 -6%
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