We are live on ! Find out more
LZB icon

La-Z-Boy
LZB

234 hedge funds and large institutions have $1.85B invested in La-Z-Boy in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

427% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $2.55M

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

6% more funds holding

Funds holding: 220 → 234 (+14)

4% more capital invested

Capital invested by funds: $1.78B → $1.85B (+$67.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 79

3.11% less ownership

Funds ownership: 97.17% → 94.06% (-3.1%)

Holders
234
Holders Change
+14
Holders Change %
+6.36%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
77
Reduced
79
Closed
23
Calls
$13.4M
Puts
$2.55M
Net Calls
+$10.9M
Net Calls Change
+$9.54M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$11M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$11M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$8.56M
4
FP
Foundry Partners
Minnesota
+$6.54M
5
RA
Royce & Associates
New York
+$6.22M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$33.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$15.2M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$14.5M
4
Northern Trust
Northern Trust
Illinois
-$14M
5
PAM
Panagora Asset Management
Massachusetts
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Hotchkis & Wiley Capital Management
51
Hotchkis & Wiley Capital Management
California
$4.3M +$549K +13,100 +15%
PI
52
PEAK6 Investments
Illinois
$3.77M -$255K -6,095 -6%
American Century Companies
53
American Century Companies
Missouri
$3.65M +$782K +18,663 +28%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$3.55M +$1.12M +26,837 +47%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$3.45M -$945K -22,562 -22%
Pacer Advisors
56
Pacer Advisors
Pennsylvania
$3.32M +$2.28M +54,392 +228%
GF
57
Gabelli Funds
New York
$3.19M -$62.8K -1,500 -2%
Marshall Wace
58
Marshall Wace
United Kingdom
$3.12M +$1.99M +47,463 +182%
Barclays
59
Barclays
United Kingdom
$3.06M -$2.39M -57,043 -44%
AllianceBernstein
60
AllianceBernstein
Tennessee
$3.04M -$1.04M -24,791 -26%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$3.02M – – –
LG
62
Leuthold Group
Minnesota
$2.95M -$145K -3,464 -5%
BCC
63
Bridge City Capital
Oregon
$2.95M -$31.1K -743 -1%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$2.93M +$316K +7,544 +12%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$2.85M -$15K -358 -0.5%
CS
66
Credit Suisse
Switzerland
$2.8M -$41K -980 -1%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$2.49M -$48K -1,145 -2%
SFI
68
Susquehanna Fundamental Investments
Pennsylvania
$2.49M -$31.7K -756 -1%
UBS Group
69
UBS Group
Switzerland
$2.37M +$1.5M +35,857 +180%
Prudential Financial
70
Prudential Financial
New Jersey
$2.31M -$865K -20,657 -28%
First Trust Advisors
71
First Trust Advisors
Illinois
$2.28M +$1.26M +30,094 +128%
CSS
72
Cubist Systematic Strategies
Connecticut
$2.25M +$619K +14,777 +39%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$2.24M -$5.2M -124,172 -70%
SEI Investments
74
SEI Investments
Pennsylvania
$2.23M -$2.45M -58,598 -51%
UBS AM
75
UBS AM
Illinois
$2.2M – – –
1 2
3
4 5

LZB Hedge Fund Activity: Q1 2021 in Review

234 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2021, worth a combined $1.85B — up 3.8% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new LZB positions and 23 closed out — a net gain of 15 holders — while 77 added to existing stakes and 79 trimmed.

The largest buyer was Macquarie Group, adding an estimated $11M. The largest seller was Morgan Stanley, cutting an estimated $33.9M.

  • 234 institutional investors held La-Z-Boy (LZB) as of Q1 2021, up from 220 in Q4 2020.
  • Funds reported $1.85B of La-Z-Boy stock for Q1 2021, up 3.8% quarter-over-quarter.
  • 38 funds opened new La-Z-Boy positions in Q1 2021 and 23 closed out, a net change of +15 holders.
  • The largest La-Z-Boy buyer in Q1 2021 was Macquarie Group, an estimated $11M added.
  • The largest La-Z-Boy seller in Q1 2021 was Morgan Stanley, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2021.