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Lazard
LAZ

Overview Fund Activity

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
Holders
198
Holders Change
-12
Holders Change %
-5.71%
% of All Funds
3.12%
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
$138M
2
SG Americas Securities
SG Americas Securities
New York
$21.8M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$18.3M
4
Deutsche Bank
Deutsche Bank
Germany
$21.2M
5
UBS Group
UBS Group
Switzerland
$17.7M

Top Sellers

1
RAM
RWC Asset Management
United Kingdom
$6.64M
2
LSV Asset Management
LSV Asset Management
Illinois
$12.7M
3
SAM
Southeastern Asset Management
Tennessee
$56.2M
4
TAM
Todd Asset Management
Kentucky
$2.77M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
HBK Investments
Texas
– -$1.53M -46,196 Closed
BCM
202
BlueCrest Capital Management
Jersey
– -$1.35M -40,641 Closed
CIP
203
Convergence Investment Partners
Florida
– -$1.2M -36,303 Closed
CG
204
Colony Group
Massachusetts
– -$838K -25,299 Closed
AGP
205
Autumn Glory Partners
Texas
– -$698K -21,071 Closed
IA
206
Inspire Advisors
Idaho
– -$669K -20,212 Closed
CGH
207
Crossmark Global Holdings
Texas
– -$622K -18,759 Closed
DFCM
208
Dark Forest Capital Management
Puerto Rico
– -$522K -15,767 Closed
Jacobs Levy Equity Management
209
Jacobs Levy Equity Management
New Jersey
– -$516K -15,596 Closed
VF
210
Virtu Financial
New York
– -$432K -13,039 Closed
Mariner
211
Mariner
Kansas
– -$418K -12,612 Closed
SFI
212
Susquehanna Fundamental Investments
Pennsylvania
– -$409K -12,342 Closed
XT
213
XTX Topco
Cayman Islands
– -$340K -10,262 Closed
Parallax Volatility Advisers
214
Parallax Volatility Advisers
California
– -$326K -9,850 Closed
JWM
215
Jeppson Wealth Management
California
– -$314K -9,493 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
216
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$306K -9,233 Closed
Ameriprise
217
Ameriprise
Minnesota
– -$263K -7,942 Closed
GHA
218
GW Henssler & Associates
Georgia
– -$241K -7,284 Closed
CMF
219
Counterpoint Mutual Funds
California
– -$113K -3,410 Closed
Group One Trading
220
Group One Trading
Illinois
– -$101K -3,057 Closed
BAM
221
Belpointe Asset Management
Nevada
– -$87.8K -2,652 Closed
Loomis, Sayles & Company
222
Loomis, Sayles & Company
Massachusetts
– -$29K -864 Closed
Cerity Partners
223
Cerity Partners
New York
– -$2.32M -167 Closed
ASN
224
Advisory Services Network
Georgia
– -$5.36K -162 Closed
CFB
225
Cullen/Frost Bankers
Texas
– -$3.97K -120 Closed
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