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Lazard
LAZ

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.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

7% more call options, than puts

Call options by funds: $9.63M | Put options by funds: $8.98M

0% more funds holding

Funds holding: 210 → 210 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.87% less ownership

Funds ownership: 57.43% → 56.56% (-0.87%)

1% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 74

5% less capital invested

Capital invested by funds: $2.21B → $2.11B (-$101M)

Holders
210
Holders Change
–
Holders Change %
0%
% of All Funds
3.35%
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
$8.98M
Net Calls
+$646K
Net Calls Change
+$13.2M

Top Buyers

1
ICM
Invenomic Capital Management
Massachusetts
+$12.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$11M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.44M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$7.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$6.77M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.1M
2
AI
Ariel Investments
Illinois
-$12.1M
3
LSV Asset Management
LSV Asset Management
Illinois
-$10.3M
4
SAM
Southeastern Asset Management
Tennessee
-$10M
5
Two Sigma Investments
Two Sigma Investments
New York
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$1.69K – – –
PPWM
202
PFG Private Wealth Management
Florida
$1.66K -$1.81K -49 -49%
CWM
203
CarsonAllaria Wealth Management
Illinois
$1.66K – – –
EARNEST Partners
204
EARNEST Partners
Georgia
$1.66K – – –
DAC
205
Dividend Assets Capital
South Carolina
$1K – – –
AWM
206
Avior Wealth Management
Nebraska
$965 +$37 +1 +4%
EI
207
Ellevest Inc
New York
$728 +$295 +8 +57%
BAAM
208
Baker Avenue Asset Management
California
$662 +$738 +20 New
PTC
209
Private Trust Company
Ohio
$298 – – –
Bank of Nova Scotia
210
Bank of Nova Scotia
Ontario, Canada
– -$6.58M -189,800 Closed
Mitsubishi UFJ Asset Management
211
Mitsubishi UFJ Asset Management
Japan
– -$3.39M -96,814 Closed
Aviva
212
Aviva
United Kingdom
– -$3.09M -89,112 Closed
Simplex Trading
213
Simplex Trading
Illinois
– -$1.57M -42,541 Closed
Janus Henderson Group
214
Janus Henderson Group
United Kingdom
– -$1.05M -30,346 Closed
DADC
215
D.A. Davidson & Co
Montana
– -$989K -28,514 Closed
Amundi
216
Amundi
France
– -$1.01M -26,296 Closed
TI
217
Trexquant Investment
Connecticut
– -$708K -20,409 Closed
SC
218
Shay Capital
New York
– -$520K -15,000 Closed
GI
219
GAMCO Investors
Connecticut
– -$485K -14,000 Closed
DWT
220
Dorsey & Whitney Trust
South Dakota
– -$359K -10,364 Closed
ProShare Advisors
221
ProShare Advisors
Maryland
– -$299K -8,617 Closed
SWP
222
Stratos Wealth Partners
Ohio
– -$222K -6,405 Closed
OPCM
223
Osborne Partners Capital Management
California
– -$215K -6,215 Closed
AG
224
Algert Global
California
– -$214K -6,184 Closed
LNC
225
Lincoln National Corp
Pennsylvania
– -$213K -6,155 Closed
6 7 8
9
10

LAZ Hedge Fund Activity: Q1 2023 in Review

210 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q1 2023, worth a combined $2.11B — down 4.6% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LAZ positions and 19 closed out — a net gain of 2 holders — while 73 added to existing stakes and 74 trimmed.

The largest buyer was Invenomic Capital Management, opening a new position worth an estimated $12.5M. The largest seller was Morgan Stanley, cutting an estimated $18.1M.

  • 210 institutional investors held Lazard (LAZ) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $2.11B of Lazard stock for Q1 2023, down 4.6% quarter-over-quarter.
  • 21 funds opened new Lazard positions in Q1 2023 and 19 closed out, a net change of +2 holders.
  • The largest Lazard buyer in Q1 2023 was Invenomic Capital Management, an estimated $12.5M added.
  • The largest Lazard seller in Q1 2023 was Morgan Stanley, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2023.