Lazard
250 hedge funds and large institutions have $3.44B invested in Lazard in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 23 closing their positions.
61% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 23
4% more funds holding
Funds holding: 240 → 250 (+10)
1.29% less ownership
Funds ownership: 71.16% → 69.87% (-1.3%)
6% less capital invested
Capital invested by funds: $3.68B → $3.44B (-$238M)
16% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 88
28% less call options, than puts
Call options by funds: $10.9M | Put options by funds: $15.3M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$68.3M |
| 2 |
BlackRock
New York
|
+$14.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$7.73M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$7.63M |
| 5 |
Squarepoint
New York
|
+$5.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$20.5M |
| 2 |
Morgan Stanley
New York
|
-$14.7M |
| 3 |
JP Morgan Chase
New York
|
-$13.8M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$10.6M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$9.94M |
LAZ Hedge Fund Activity: Q4 2021 in Review
250 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q4 2021, worth a combined $3.44B — down 6.5% from $3.68B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new LAZ positions and 23 closed out — a net gain of 14 holders — while 74 added to existing stakes and 88 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $68.3M. The largest seller was Nuveen, cutting an estimated $20.5M.
- 250 institutional investors held Lazard (LAZ) as of Q4 2021, up from 240 in Q3 2021.
- Funds reported $3.44B of Lazard stock for Q4 2021, down 6.5% quarter-over-quarter.
- 37 funds opened new Lazard positions in Q4 2021 and 23 closed out, a net change of +14 holders.
- The largest Lazard buyer in Q4 2021 was Fidelity Investments, an estimated $68.3M added.
- The largest Lazard seller in Q4 2021 was Nuveen, an estimated $20.5M sold.
Based on aggregated 13F filings for Q4 2021.