Lazard
195 hedge funds and large institutions have $1.97B invested in Lazard in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 29 closing their positions.
118% more call options, than puts
Call options by funds: $8.46M | Put options by funds: $3.88M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
3% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 29
1% less funds holding
Funds holding: 197 → 195 (-2)
2.47% less ownership
Funds ownership: 58.74% → 56.28% (-2.5%)
7% less capital invested
Capital invested by funds: $2.12B → $1.97B (-$153M)
10% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$19.3M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$17.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$15.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.6M |
| 5 |
Goldman Sachs
New York
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$70.6M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$35M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$20.4M |
| 4 |
Jennison Associates
New York
|
-$12.8M |
| 5 |
BlackRock
New York
|
-$11.1M |
LAZ Hedge Fund Activity: Q3 2023 in Review
195 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Lazard (LAZ) for Q3 2023, worth a combined $1.97B — down 7.2% from $2.12B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of LAZ and 28 opened new positions — a net loss of 1 holder — while 69 trimmed existing stakes and 62 added.
The largest buyer was HSBC Holdings, adding an estimated $19.3M. The largest seller was Morgan Stanley, cutting an estimated $70.6M.
- 195 institutional investors held Lazard (LAZ) as of Q3 2023, down from 197 in Q2 2023.
- Funds reported $1.97B of Lazard stock for Q3 2023, down 7.2% quarter-over-quarter.
- 28 funds opened new Lazard positions in Q3 2023 and 29 closed out, a net change of -1 holder.
- The largest Lazard buyer in Q3 2023 was HSBC Holdings, an estimated $19.3M added.
- The largest Lazard seller in Q3 2023 was Morgan Stanley, an estimated $70.6M sold.
Based on aggregated 13F filings for Q3 2023.