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Lazard
LAZ

Overview Fund Activity

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.

Holders
210
Holders Change
–
Holders Change %
0%
% of All Funds
3.36%
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
$8.99M
Net Calls
+$646K
Net Calls Change
+$13.2M

Top Buyers

1
ICM
1
Invenomic Capital Management
Massachusetts
$11.2M
2
Victory Capital Management
2
Victory Capital Management
Texas
$10.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.8M
2
AI
2
Ariel Investments
Illinois
$244M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$36.7M
4
SAM
4
Southeastern Asset Management
Tennessee
$75.5M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$344M 10,375,477 +156,483 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$307M 9,265,170 +149,199 +2%
AI
3
Ariel Investments
Illinois
$244M 7,378,747 -327,435 -4%
BlackRock
4
BlackRock
New York
$160M 4,821,030 -72,651 -1%
Charles Schwab
5
Charles Schwab
California
$87.3M 2,636,941 -136,343 -5%
SAM
6
Southeastern Asset Management
Tennessee
$75.5M 2,281,195 -271,943 -11%
EIP
7
Epoch Investment Partners
New York
$74.1M 2,238,605 -127,557 -5%
Fisher Asset Management
8
Fisher Asset Management
Washington
$69.5M 2,098,798 -128,297 -6%
State Street
9
State Street
Massachusetts
$67.5M 2,037,301 +137,734 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$60.6M 1,829,956 -31,940 -2%
LSV Asset Management
11
LSV Asset Management
Illinois
$36.7M 1,107,307 -279,798 -20%
RAM
12
RWC Asset Management
United Kingdom
$34.9M 1,052,934 -42,970 -4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$30.5M 922,576 -79,277 -8%
Norges Bank
14
Norges Bank
Norway
$27.9M 841,956 – –
Morgan Stanley
15
Morgan Stanley
New York
$23.8M 719,574 -489,381 -40%
First Trust Advisors
16
First Trust Advisors
Illinois
$21.6M 652,609 -26,726 -4%
TAM
17
Third Avenue Management
New York
$18.1M 547,950 +91,664 +20%
RA
18
Royce & Associates
New York
$18M 544,259 +19,200 +4%
Jennison Associates
19
Jennison Associates
New York
$16.8M 508,563 -74,666 -13%
TAM
20
Todd Asset Management
Kentucky
$16.1M 485,930 +2,100 +0.4%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$15.7M 473,100 -70,500 -13%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$14.5M 436,920 +55,402 +15%
Northern Trust
23
Northern Trust
Illinois
$12.9M 391,024 -3,255 -0.8%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$12M 363,054 +228,826 +170%
Federated Hermes
25
Federated Hermes
Pennsylvania
$12M 362,261 +2,551 +0.7%
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