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La-Z-Boy

228 hedge funds and large institutions have $1.32B invested in La-Z-Boy in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $6.12M | Put options by funds: $1.76M

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0.09% more ownership

Funds ownership: 92.53%92.62% (+0.09%)

0% more funds holding

Funds holding: 228228 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less capital invested

Capital invested by funds: $1.55B → $1.32B (-$225M)

20% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 90

Holders
228
Holders Change
Holders Change %
0%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
72
Reduced
90
Closed
22
Calls
$6.12M
Puts
$1.76M
Net Calls
+$4.36M
Net Calls Change
-$3.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$137K +$3.07K +89 +2%
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$132K +$9.17K +266 +7%
EVM
178
Eaton Vance Management
Massachusetts
$128K +$13.9K +404 +8%
Osaic Holdings
179
Osaic Holdings
Arizona
$120K -$724 -21 -0.6%
Barrow, Hanley, Mewhinney & Strauss
180
Barrow, Hanley, Mewhinney & Strauss
Texas
$118K +$111K +3,219 +706%
AIP
181
Ameritas Investment Partners
Nebraska
$117K
HWMA
182
Heritage Wealth Management (Arizona)
Arizona
$96K +$21K +610 +26%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$81K -$8.99K -261 -9%
ME
184
McIlrath & Eck
Washington
$72K -$42.5K -1,233 -36%
HI
185
Harbour Investments
Wisconsin
$70K +$34 +1 +0%
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.5K
Group One Trading
187
Group One Trading
Illinois
$60K +$64.4K +1,868 New
BG
188
Bollard Group
Massachusetts
$56K +$276 +8 +0.5%
FHA
189
First Horizon Advisors
Tennessee
$40K
AF
190
Allworth Financial
California
$40K +$42.6K +1,235 New
CG
191
Cutler Group
California
$35K -$111K -3,211 -74%
BCA
192
Berman Capital Advisors
Georgia
$33K +$7.1K +206 +25%
SWA
193
Sutton Wealth Advisors
Florida
$31.9K
Point72 Asset Management
194
Point72 Asset Management
Connecticut
$29K +$31K +900 New
HIA
195
Harbor Investment Advisory
Maryland
$28K
Acadian Asset Management
196
Acadian Asset Management
Massachusetts
$26K -$164K -4,751 -85%
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$26K -$22.4K -650 -45%
LWM
198
Liberty Wealth Management
California
$23K +$11.6K +336 +99%
QCG
199
Quadrant Capital Group
Ohio
$18K -$34 -1 -0.2%
GWM
200
Geneos Wealth Management
Colorado
$18K

LZB Hedge Fund Activity: Q3 2021 in Review

228 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2021, worth a combined $1.32B — down 15% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LZB positions and 22 closed out — a net gain of 1 holder — while 72 added to existing stakes and 90 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $19.8M. The largest seller was Arrowstreet Capital, cutting an estimated $18.7M.

  • 228 institutional investors held La-Z-Boy (LZB) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.32B of La-Z-Boy stock for Q3 2021, down 15% quarter-over-quarter.
  • 23 funds opened new La-Z-Boy positions in Q3 2021 and 22 closed out, a net change of +1 holder.
  • The largest La-Z-Boy buyer in Q3 2021 was Janus Henderson Group, an estimated $19.8M added.
  • The largest La-Z-Boy seller in Q3 2021 was Arrowstreet Capital, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2021.