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Lazard
LAZ

198 hedge funds and large institutions have $2.12B invested in Lazard in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $3.2M

2.37% more ownership

Funds ownership: 56.56% → 58.93% (+2.4%)

0% more capital invested

Capital invested by funds: $2.11B → $2.12B (+$10.4M)

3% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 70

6% less funds holding

Funds holding: 210 → 198 (-12)

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
198
Holders Change
-12
Holders Change %
-5.71%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
68
Reduced
70
Closed
32
Calls
$8.04M
Puts
$3.2M
Net Calls
+$4.84M
Net Calls Change
+$4.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$111M
2
SG Americas Securities
SG Americas Securities
New York
+$18.3M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$17.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$16.4M
5
UBS Group
UBS Group
Switzerland
+$14.7M

Top Sellers

1
RAM
RWC Asset Management
United Kingdom
-$26.1M
2
LSV Asset Management
LSV Asset Management
Illinois
-$22M
3
SAM
Southeastern Asset Management
Tennessee
-$16.2M
4
TAM
Todd Asset Management
Kentucky
-$12.3M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
176
City State Bank
Iowa
$9K -$927 -30 -10%
HI
177
Harbour Investments
Wisconsin
$8.97K +$31 +1 +0.4%
WP
178
WealthPLAN Partners
Nebraska
$8K – – –
CI Investments Inc
179
CI Investments Inc
Ontario, Canada
$5K +$4.58K +148 +2,467%
DA
180
Denali Advisors
California
$4.29K – – –
GI
181
Gradient Investments
Minnesota
$3.98K – – –
TWC
182
TD Waterhouse Canada
Ontario, Canada
$3.25K – – –
CNBTD
183
Citizens National Bank Trust Department
Mississippi
$3.23K – – –
EP
184
Elkhorn Partners
Nebraska
$3K +$3.09K +100 New
QC
185
Quent Capital
New York
$2.98K -$4.7K -152 -62%
GRP
186
Global Retirement Partners
California
$2.78K -$155 -5 -5%
IA
187
IFP Advisors
Florida
$2.4K – – –
SPIA
188
Steward Partners Investment Advisory
New York
$1.63K – – –
CWM
189
CarsonAllaria Wealth Management
Illinois
$1.6K – – –
EARNEST Partners
190
EARNEST Partners
Georgia
$1.6K – – –
US Bancorp
191
US Bancorp
Minnesota
$1.28K -$742 -24 -38%
SWM
192
Spire Wealth Management
Virginia
$1.12K -$8.41K -272 -89%
DAC
193
Dividend Assets Capital
South Carolina
$1K – – –
AWM
194
Avior Wealth Management
Nebraska
$949 – – –
ECM
195
EMC Capital Management
Texas
$479 -$45.9K -1,484 -19%
PTC
196
Private Trust Company
Ohio
$384 +$93 +3 +33%
HNB
197
Huntington National Bank
Ohio
$32 -$14.8K -480 -100%
BGIM
198
Brandywine Global Investment Management
Pennsylvania
– -$10.7M -322,747 Closed
MVP
199
Miller Value Partners
Florida
– -$3.88M -117,200 Closed
CWP
200
Cyndeo Wealth Partners
Florida
– -$3.49M -105,322 Closed
6 7
8
9 10

LAZ Hedge Fund Activity: Q2 2023 in Review

198 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q2 2023, worth a combined $2.12B — up 0.49% from $2.11B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of LAZ and 20 opened new positions — a net loss of 12 holders — while 70 trimmed existing stakes and 68 added.

The largest buyer was Morgan Stanley, adding an estimated $111M. The largest seller was RWC Asset Management, cutting an estimated $26.1M.

  • 198 institutional investors held Lazard (LAZ) as of Q2 2023, down from 210 in Q1 2023.
  • Funds reported $2.12B of Lazard stock for Q2 2023, up 0.49% quarter-over-quarter.
  • 20 funds opened new Lazard positions in Q2 2023 and 32 closed out, a net change of -12 holders.
  • The largest Lazard buyer in Q2 2023 was Morgan Stanley, an estimated $111M added.
  • The largest Lazard seller in Q2 2023 was RWC Asset Management, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2023.