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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 %
SO
176
STRS Ohio
Ohio
– -$1.64M -53,000 Closed
FWC
177
First Washington Corp
Washington
– -$1.62M -52,372 Closed
NICM
178
Neo Ivy Capital Management
New York
– -$1.54M -49,596 Closed
HighTower Advisors
179
HighTower Advisors
Illinois
– -$1.29M -41,414 Closed
SAM
180
Secure Asset Management
Michigan
– -$1.16M -37,249 Closed
Walleye Trading
181
Walleye Trading
New York
– -$1.15M -37,114 Closed
RAM
182
RWC Asset Management
United Kingdom
– -$888K -28,631 Closed
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
– -$798K -25,729 Closed
JHCP
184
Jackson Hole Capital Partners
Oklahoma
– -$764K -24,643 Closed
AGP
185
Autumn Glory Partners
Texas
– -$653K -21,071 Closed
GHAM
186
Gilman Hill Asset Management
Connecticut
– -$592K -19,100 Closed
PI
187
PEAK6 Investments
Illinois
– -$580K -18,696 Closed
HPCM
188
Hunter Perkins Capital Management
Illinois
– -$475K -15,325 Closed
IAIM
189
International Assets Investment Management
Florida
– -$426K -13,942 Closed
Mirae Asset Global Investments
190
Mirae Asset Global Investments
South Korea
– -$378K -12,180 Closed
N
191
Numerai
California
– -$339K -10,927 Closed
Wolverine Trading
192
Wolverine Trading
Illinois
– -$320K -10,323 Closed
CCIA
193
Campbell & Co Investment Adviser
Maryland
– -$320K -10,310 Closed
ORC
194
O'Rourke & Company
Massachusetts
– -$297K -9,562 Closed
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
– -$277K -8,921 Closed
MSRPS
196
Maryland State Retirement & Pension System
Maryland
– -$268K -8,648 Closed
Franklin Resources
197
Franklin Resources
California
– -$264K -8,525 Closed
BCA
198
Bay Colony Advisors
Massachusetts
– -$262K -8,444 Closed
SWP
199
Stratos Wealth Partners
Ohio
– -$210K -6,772 Closed
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
– -$208K -6,696 Closed
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