Lazard
260 hedge funds and large institutions have $3.66B invested in Lazard in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 99 reducing their positions, and 34 closing their positions.
1% more capital invested
Capital invested by funds: $3.63B → $3.66B (+$33.5M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 34
0% less funds holding
Funds holding: 261 → 260 (-1)
2.19% less ownership
Funds ownership: 73.91% → 71.72% (-2.2%)
11% less call options, than puts
Call options by funds: $8.66M | Put options by funds: $9.68M
18% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.7M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$40.2M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
+$32.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.8M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$64.6M |
| 2 |
RAM
RWC Asset Management
London,
United Kingdom
|
-$37.9M |
| 3 |
JP Morgan Chase
New York
|
-$34.8M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$31M |
| 5 |
Renaissance Technologies
New York
|
-$24M |
LAZ Hedge Fund Activity: Q2 2021 in Review
260 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q2 2021, worth a combined $3.66B — up 0.92% from $3.63B a quarter earlier.
Fund positioning in LAZ was balanced in Q2 2021: 34 funds opened new positions, 34 closed out, 81 added to existing stakes and 99 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $42.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $64.6M.
- 260 institutional investors held Lazard (LAZ) as of Q2 2021, down from 261 in Q1 2021.
- Funds reported $3.66B of Lazard stock for Q2 2021, up 0.92% quarter-over-quarter.
- 34 funds opened new Lazard positions in Q2 2021 and 34 closed out, a net change of 0 holders.
- The largest Lazard buyer in Q2 2021 was Fidelity Investments, an estimated $42.7M added.
- The largest Lazard seller in Q2 2021 was T. Rowe Price Associates, an estimated $64.6M sold.
Based on aggregated 13F filings for Q2 2021.