Lazard
208 hedge funds and large institutions have $2.21B invested in Lazard in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 80 reducing their positions, and 31 closing their positions.
4% less funds holding
Funds holding: 216 → 208 (-8)
7.93% less ownership
Funds ownership: 64.47% → 56.54% (-7.9%)
16% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 31
21% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 80
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
60% less call options, than puts
Call options by funds: $8.32M | Put options by funds: $20.9M
71% less capital inflows, than outflows
Capital inflows: $109M | Capital outflows: $378M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$12.6M |
| 2 |
Barclays
London,
United Kingdom
|
+$9.69M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$9.02M |
| 4 |
BlackRock
New York
|
+$7.96M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$6.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$109M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$84.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.5M |
| 4 |
RAM
RWC Asset Management
London,
United Kingdom
|
-$35.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$9.11M |
LAZ Hedge Fund Activity: Q4 2022 in Review
208 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q4 2022, worth a combined $2.21B — down 4.5% from $2.31B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of LAZ and 26 opened new positions — a net loss of 5 holders — while 80 trimmed existing stakes and 63 added.
The largest buyer was Qube Research & Technologies (QRT), adding an estimated $12.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $109M.
- 208 institutional investors held Lazard (LAZ) as of Q4 2022, down from 216 in Q3 2022.
- Funds reported $2.21B of Lazard stock for Q4 2022, down 4.5% quarter-over-quarter.
- 26 funds opened new Lazard positions in Q4 2022 and 31 closed out, a net change of -5 holders.
- The largest Lazard buyer in Q4 2022 was Qube Research & Technologies (QRT), an estimated $12.6M added.
- The largest Lazard seller in Q4 2022 was T. Rowe Price Associates, an estimated $109M sold.
Based on aggregated 13F filings for Q4 2022.