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Lazard
LAZ

Overview Fund Activity

163 hedge funds and large institutions have $2.3B invested in Lazard in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 63 reducing their positions, and 52 closing their positions.

Holders
163
Holders Change
-32
Holders Change %
-16.41%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
51
Reduced
63
Closed
52
Calls
$23.1M
Puts
$3.41M
Net Calls
+$19.7M
Net Calls Change
+$15.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
Deutsche Bank
2
Deutsche Bank
Germany
$47.1M
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$16.8M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$18.5M
5
BCM
5
Basswood Capital Management
New York
$13.1M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$648K
2
UBS Group
2
UBS Group
Switzerland
$12.6M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$20.7M
4
TAM
4
Third Avenue Management
New York
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$366M 10,525,508 +5,723 +0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$338M 9,712,392 +148,871 +2%
Morgan Stanley
3
Morgan Stanley
New York
$264M 7,581,520 +5,379,317 +244%
AI
4
Ariel Investments
Illinois
$236M 6,771,311 -396,788 -6%
BlackRock
5
BlackRock
New York
$147M 4,234,484 -63,175 -1%
Charles Schwab
6
Charles Schwab
California
$99M 2,844,038 +18,233 +0.6%
State Street
7
State Street
Massachusetts
$81.5M 2,340,685 +87,650 +4%
EIP
8
Epoch Investment Partners
New York
$73.5M 2,112,266 -73,586 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$58.5M 1,670,941 +56,889 +4%
Fisher Asset Management
10
Fisher Asset Management
Washington
$57M 1,638,444 -426,561 -21%
Deutsche Bank
11
Deutsche Bank
Germany
$47.1M 1,353,482 +1,299,883 +2,425%
Norges Bank
12
Norges Bank
Norway
$47.1M 1,352,373 +78,213 +6%
RA
13
Royce & Associates
New York
$30M 861,274 +79,282 +10%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$20.7M 594,043 -492,212 -45%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$19.2M 552,836 -238,322 -30%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$18.5M 531,900 +319,384 +150%
Federated Hermes
17
Federated Hermes
Pennsylvania
– – -524,852 Closed
Barclays
18
Barclays
United Kingdom
$17.1M 490,278 +146,437 +43%
WMSA
19
Weiss Multi-Strategy Advisers
New York
$16.8M 484,137 +368,637 +319%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$16.6M 477,670 +87,913 +23%
ICM
21
Invenomic Capital Management
Massachusetts
$15.1M 435,298 -181,683 -29%
Northern Trust
22
Northern Trust
Illinois
$15M 429,685 -113,260 -21%
Goldman Sachs
23
Goldman Sachs
New York
$14.8M 425,402 -50,262 -11%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$14.5M 415,546 -91,887 -18%
BCM
25
Basswood Capital Management
New York
$13.1M 377,693 +271,054 +254%
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