La-Z-Boy
230 hedge funds and large institutions have $1.5B invested in La-Z-Boy in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 33 closing their positions.
380% more call options, than puts
Call options by funds: $1.62M | Put options by funds: $337K
13% more capital invested
Capital invested by funds: $1.32B → $1.5B (+$176M)
12% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 33
1.53% more ownership
Funds ownership: 92.62% → 94.15% (+1.5%)
1% more funds holding
Funds holding: 228 → 230 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
21% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$25.6M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$7.4M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$6.21M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$5.92M |
| 5 |
BlackRock
New York
|
+$5.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$26.9M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$7.12M |
| 3 |
Renaissance Technologies
New York
|
-$6.53M |
| 4 |
Two Sigma Investments
New York
|
-$3.91M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$3.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
251
Harbour Investments
Madison,
Wisconsin
| – | -$70K | -2,159 | Closed |
|
|
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$64.5K | -2,000 | Closed |
|
|
CG
253
Cutler Group
San Francisco,
California
| – | -$38.5K | -1,104 | Closed |
|
254
Acadian Asset Management
Boston,
Massachusetts
| – | -$26K | -819 | Closed |
|
|
OSAM
255
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$26K | -797 | Closed |
|
|
LWM
256
Liberty Wealth Management
Oakland,
California
| – | -$23K | -674 | Closed |
|
|
MAM
257
Meeder Asset Management
Dublin,
Ohio
| – | -$15K | -459 | Closed |
|
|
HFM
258
Harvest Fund Management
Beijing,
China
| – | -$9K | -301 | Closed |
|
|
GLLW
259
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| – | -$8K | -242 | Closed |
|
|
FPS
260
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$3K | -105 | Closed |
|
261
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$174 | +5 | New |
|
|
SC
262
Schubert & Co
Mckinney,
Texas
| – | +$209 | +6 | New |
|
LZB Hedge Fund Activity: Q4 2021 in Review
230 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2021, worth a combined $1.5B — up 13% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new LZB positions and 33 closed out — a net gain of 4 holders — while 68 added to existing stakes and 86 trimmed.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $25.6M. The largest seller was Millennium Management, exiting entirely with an estimated $26.9M sold.
- 230 institutional investors held La-Z-Boy (LZB) as of Q4 2021, up from 228 in Q3 2021.
- Funds reported $1.5B of La-Z-Boy stock for Q4 2021, up 13% quarter-over-quarter.
- 37 funds opened new La-Z-Boy positions in Q4 2021 and 33 closed out, a net change of +4 holders.
- The largest La-Z-Boy buyer in Q4 2021 was William Blair Investment Management, an estimated $25.6M added.
- The largest La-Z-Boy seller in Q4 2021 was Millennium Management, an estimated $26.9M sold.
Based on aggregated 13F filings for Q4 2021.