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Lazard
LAZ

Overview Fund Activity

215 hedge funds and large institutions have $2.44B invested in Lazard in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 81 reducing their positions, and 38 closing their positions.

Holders
215
Holders Change
-19
Holders Change %
-8.12%
% of All Funds
3.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
57
Reduced
81
Closed
38
Calls
$10.3M
Puts
$20.6M
Net Calls
-$10.2M
Net Calls Change
-$10.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$122M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$29.8M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$59.9M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$75.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$58.4M

Top Sellers

1
CVA
1
Ceredex Value Advisors
Florida
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$2.34M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$11.9M
5
EIP
5
Epoch Investment Partners
New York
$89.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
DA
202
Denali Advisors
California
$4K +$1.79K +60 +81%
CNBTD
203
Citizens National Bank Trust Department
Mississippi
$3K – – –
Loomis, Sayles & Company
204
Loomis, Sayles & Company
Massachusetts
$3K – – –
WT
205
Washington Trust
Rhode Island
$3K – – –
CWM
206
CarsonAllaria Wealth Management
Illinois
$2K – – –
EARNEST Partners
207
EARNEST Partners
Georgia
$2K – – –
RA
208
Rise Advisors
New York
$2K +$30 +1 +2%
EI
209
Ellevest Inc
New York
$2K +$2K +50 New
DAC
210
Dividend Assets Capital
South Carolina
$1K – – –
CVA
211
Ceredex Value Advisors
Florida
– -$14.5M -419,368 Closed
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
– -$8.59M -248,876 Closed
Renaissance Technologies
213
Renaissance Technologies
New York
– -$4.42M -128,000 Closed
HF
214
HRT Financial
New York
– -$3.44M -99,635 Closed
Verition Fund Management
215
Verition Fund Management
Connecticut
– -$2.45M -70,935 Closed
VI
216
Vestcor Inc
New Brunswick, Canada
– -$2.23M -64,616 Closed
SWP
217
Strategic Wealth Partners
Ohio
– -$1.9M -55,119 Closed
DA
218
Duality Advisers
Florida
– -$1.77M -51,289 Closed
OSIA
219
O'Shares Investment Advisers
Massachusetts
– -$1.63M -47,260 Closed
EVM
220
Eaton Vance Management
Massachusetts
– -$1.62M -46,901 Closed
CM
221
Caption Management
Oklahoma
– -$1.35M -39,085 Closed
DF
222
Donoghue Forlines
Massachusetts
– -$1.07M -31,074 Closed
AFM
223
Abbot Financial Management
Massachusetts
– -$939K -27,227 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
224
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$668K -19,371 Closed
SOADOR
225
State of Alaska Department of Revenue
Alaska
– -$533K -15,472 Closed
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