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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.

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
1
Morgan Stanley
New York
$138M
2
SG Americas Securities
2
SG Americas Securities
New York
$21.8M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$18.3M
4
Deutsche Bank
4
Deutsche Bank
Germany
$21.2M
5
UBS Group
5
UBS Group
Switzerland
$17.7M

Top Sellers

1
RAM
1
RWC Asset Management
United Kingdom
$6.64M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$12.7M
3
SAM
3
Southeastern Asset Management
Tennessee
$56.2M
4
TAM
4
Todd Asset Management
Kentucky
$2.77M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$335M 10,477,330 +101,853 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$292M 9,127,487 -137,683 -1%
AI
3
Ariel Investments
Illinois
$232M 7,260,662 -118,085 -2%
BlackRock
4
BlackRock
New York
$148M 4,629,262 -191,768 -4%
Morgan Stanley
5
Morgan Stanley
New York
$138M 4,307,829 +3,588,255 +499%
Charles Schwab
6
Charles Schwab
California
$87.7M 2,741,493 +104,552 +4%
EIP
7
Epoch Investment Partners
New York
$73.6M 2,300,106 +61,501 +3%
Fisher Asset Management
8
Fisher Asset Management
Washington
$67.5M 2,108,181 +9,383 +0.4%
State Street
9
State Street
Massachusetts
$66.7M 2,085,122 +47,821 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$56.5M 1,767,148 -62,808 -3%
SAM
11
Southeastern Asset Management
Tennessee
$56.2M 1,756,528 -524,667 -23%
Norges Bank
12
Norges Bank
Norway
$34.9M 1,089,279 +247,323 +29%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$25.3M 790,712 -131,864 -14%
SG Americas Securities
14
SG Americas Securities
New York
$21.8M 681,057 +592,448 +669%
ICM
15
Invenomic Capital Management
Massachusetts
$21.4M 668,679 +329,631 +97%
Deutsche Bank
16
Deutsche Bank
Germany
$21.2M 662,972 +528,947 +395%
RA
17
Royce & Associates
New York
$20.8M 650,339 +106,080 +19%
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$18.3M 571,409 +571,409 New
UBS Group
19
UBS Group
Switzerland
$17.7M 552,820 +475,366 +614%
TAM
20
Third Avenue Management
New York
$17.6M 550,206 +2,256 +0.4%
Citigroup
21
Citigroup
New York
$15.4M 480,489 +473,258 +6,545%
Northern Trust
22
Northern Trust
Illinois
$13.4M 420,189 +29,165 +7%
First Trust Advisors
23
First Trust Advisors
Illinois
$12.8M 401,418 -251,191 -38%
Jennison Associates
24
Jennison Associates
New York
$12.8M 398,621 -109,942 -22%
LSV Asset Management
25
LSV Asset Management
Illinois
$12.7M 397,145 -710,162 -64%
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