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Lazard
LAZ

216 hedge funds and large institutions have $2.31B invested in Lazard in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $8.27M

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0% more funds holding

Funds holding: 215 → 216 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.23% less ownership

Funds ownership: 66.7% → 64.47% (-2.2%)

5% less capital invested

Capital invested by funds: $2.44B → $2.31B (-$123M)

26% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 80

Holders
216
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
59
Reduced
80
Closed
27
Calls
$19.2M
Puts
$8.27M
Net Calls
+$10.9M
Net Calls Change
+$21.2M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$11.9M
2
PAM
Panagora Asset Management
Massachusetts
+$6.93M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$6.82M
4
Citigroup
Citigroup
New York
+$6.46M
5
Squarepoint
Squarepoint
New York
+$5.94M

Top Sellers

1
AI
Ariel Investments
Illinois
-$29.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.2M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$18.6M
4
Morgan Stanley
Morgan Stanley
New York
-$13.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
201
PFG Private Wealth Management
Florida
$3K -$234K -6,511 -99%
CNBTD
202
Citizens National Bank Trust Department
Mississippi
$3K – – –
WT
203
Washington Trust
Rhode Island
$3K – – –
GI
204
Gradient Investments
Minnesota
$3K +$3.67K +102 New
US Bancorp
205
US Bancorp
Minnesota
$2K -$14.3K -397 -86%
CWM
206
CarsonAllaria Wealth Management
Illinois
$2K – – –
EARNEST Partners
207
EARNEST Partners
Georgia
$2K – – –
RA
208
Rise Advisors
New York
$2K +$36 +1 +2%
GRP
209
Global Retirement Partners
California
$2K +$1.51K +42 New
QC
210
Quent Capital
New York
$2K +$1.73K +48 New
BBHC
211
Brown Brothers Harriman & Co
New York
$2K +$2.23K +62 New
DAC
212
Dividend Assets Capital
South Carolina
$1K – – –
CAL
213
Capital Advisors Ltd
Ohio
$1K +$1.22K +34 New
Jacobs Levy Equity Management
214
Jacobs Levy Equity Management
New Jersey
– -$11.9M -367,862 Closed
BCM
215
Basswood Capital Management
New York
– -$5.84M -180,311 Closed
ICM
216
Invenomic Capital Management
Massachusetts
– -$5.55M -171,322 Closed
BC
217
Brookfield Corp
Ontario, Canada
– -$5.33M -164,327 Closed
Janus Henderson Group
218
Janus Henderson Group
United Kingdom
– -$3.82M -117,758 Closed
Rafferty Asset Management
219
Rafferty Asset Management
New York
– -$971K -29,953 Closed
MWM
220
Meridian Wealth Management
Kentucky
– -$434K -13,397 Closed
HBCM
221
Heron Bay Capital Management
Michigan
– -$350K -10,808 Closed
GC
222
Guggenheim Capital
Illinois
– -$321K -9,895 Closed
CCM
223
Cullen Capital Management
New York
– -$316K -9,753 Closed
MSRPS
224
Maryland State Retirement & Pension System
Maryland
– -$259K -8,002 Closed
GTCM
225
Gyon Technologies Capital Management
New Jersey
– -$259K -7,982 Closed
6 7 8
9
10

LAZ Hedge Fund Activity: Q3 2022 in Review

216 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q3 2022, worth a combined $2.31B — down 5.1% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LAZ positions and 27 closed out — a net gain of 1 holder — while 59 added to existing stakes and 80 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $11.9M. The largest seller was Ariel Investments, cutting an estimated $29.9M.

  • 216 institutional investors held Lazard (LAZ) as of Q3 2022, up from 215 in Q2 2022.
  • Funds reported $2.31B of Lazard stock for Q3 2022, down 5.1% quarter-over-quarter.
  • 28 funds opened new Lazard positions in Q3 2022 and 27 closed out, a net change of +1 holder.
  • The largest Lazard buyer in Q3 2022 was Two Sigma Investments, an estimated $11.9M added.
  • The largest Lazard seller in Q3 2022 was Ariel Investments, an estimated $29.9M sold.

Based on aggregated 13F filings for Q3 2022.