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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.

New
Increased
Maintained
Reduced
Closed

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: 228230 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 86

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
68
Reduced
86
Closed
33
Calls
$1.62M
Puts
$337K
Net Calls
+$1.28M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
26
GAMCO Investors
Connecticut
$10.2M
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$9.62M +$24.4K +700 +0.3%
UBS Group
28
UBS Group
Switzerland
$9.32M +$5M +143,280 +126%
JP Morgan Chase
29
JP Morgan Chase
New York
$8.79M +$2.34M +67,000 +38%
NC
30
Nicholas Company
Wisconsin
$8.48M
SGCIA
31
Smith Graham & Co Investment Advisors
Texas
$8.48M -$659K -18,891 -7%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$8.21M -$2.93M -84,106 -27%
Bank of America
33
Bank of America
North Carolina
$7.5M -$1.88M -53,736 -21%
Goldman Sachs
34
Goldman Sachs
New York
$7.48M +$564K +16,163 +9%
Norges Bank
35
Norges Bank
Norway
$7.34M -$2.38M -68,219 -25%
HAM
36
Hillcrest Asset Management
Texas
$7.25M -$1.02M -29,280 -13%
First Trust Advisors
37
First Trust Advisors
Illinois
$7.19M +$3.66M +104,796 +113%
Invesco
38
Invesco
Georgia
$7.13M +$938K +26,884 +16%
PPA
39
Parametric Portfolio Associates
Washington
$7.1M +$1.32M +37,792 +24%
Victory Capital Management
40
Victory Capital Management
Texas
$6.97M +$942K +27,010 +16%
ECM
41
Evergreen Capital Management
Washington
$6.46M +$6.21M +178,008 New
American Century Companies
42
American Century Companies
Missouri
$6.38M +$1.41M +40,528 +30%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.24M +$1.27M +36,257 +27%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$6.19M
MVP
45
Medina Value Partners
California
$6.01M +$5.78M +165,600 New
Pacer Advisors
46
Pacer Advisors
Pennsylvania
$5.3M -$160K -4,589 -3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$4.87M +$9.49K +272 +0.2%
Legal & General Group
48
Legal & General Group
United Kingdom
$4.65M +$41K +1,174 +0.9%
PFC
49
Phocas Financial Corp
California
$4.44M -$102K -2,933 -2%
DRZID
50
DePrince Race & Zollo Inc (DRZ)
Florida
$4.4M +$4.23M +121,191 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.