We are live on ! Find out more
LZB icon

La-Z-Boy

216 hedge funds and large institutions have $944M invested in La-Z-Boy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

26% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 70

2% more funds holding

Funds holding: 211216 (+5)

7% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $1.31M

0.21% more ownership

Funds ownership: 96.93%97.14% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $991M → $944M (-$46.7M)

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
88
Reduced
70
Closed
21
Calls
$1.39M
Puts
$1.31M
Net Calls
+$86K
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
ME
176
McIlrath & Eck
Washington
$50K
BG
177
Bollard Group
Massachusetts
$40K +$319 +12 +0.7%
AF
178
Allworth Financial
California
$28K +$2.36K +89 +8%
SWA
179
Sutton Wealth Advisors
Florida
$23K +$80 +3 +0.3%
UB
180
UMB Bank
Missouri
$23K +$558 +21 +2%
Simplex Trading
181
Simplex Trading
Illinois
$23K +$27.8K +1,046 New
FHA
182
First Horizon Advisors
Tennessee
$22K
HIA
183
Harbor Investment Advisory
Maryland
$20K
SOW
184
State of Wyoming
Wyoming
$20K +$24K +903 New
QCG
185
Quadrant Capital Group
Ohio
$18K +$10.9K +410 +105%
GWM
186
Geneos Wealth Management
Colorado
$12K
MAM
187
Meeder Asset Management
Ohio
$12K +$1.03K +39 +8%
WFA
188
Wipfli Financial Advisors
Wisconsin
$12K +$13.8K +519 New
NSIM
189
North Star Investment Management
Illinois
$11K
Barrow, Hanley, Mewhinney & Strauss
190
Barrow, Hanley, Mewhinney & Strauss
Texas
$8K -$451 -17 -5%
EWA
191
EverSource Wealth Advisors
Alabama
$8K +$1.41K +53 +17%
S
192
SignatureFD
Georgia
$8K +$6.32K +238 +190%
PA
193
Parallel Advisors
California
$7K +$1.67K +63 +25%
GEA
194
Glen Eagle Advisors
New Jersey
$6.77K
APA
195
American Portfolios Advisors
New York
$5.06K +$1.03K +39 +21%
TWA
196
TCI Wealth Advisors
Arizona
$5K +$80 +3 +1%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$4K -$1.14K -43 -17%
GC
198
Globeflex Capital
California
$4K
PTC
199
Private Trust Company
Ohio
$4K
SWM
200
Spire Wealth Management
Virginia
$4K +$5.23K +197 New

LZB Hedge Fund Activity: Q3 2022 in Review

216 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2022, worth a combined $944M — down 4.7% from $991M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LZB positions and 21 closed out — a net gain of 7 holders — while 88 added to existing stakes and 70 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $5.97M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $6.67M sold.

  • 216 institutional investors held La-Z-Boy (LZB) as of Q3 2022, up from 211 in Q2 2022.
  • Funds reported $944M of La-Z-Boy stock for Q3 2022, down 4.7% quarter-over-quarter.
  • 28 funds opened new La-Z-Boy positions in Q3 2022 and 21 closed out, a net change of +7 holders.
  • The largest La-Z-Boy buyer in Q3 2022 was Marshall Wace, an estimated $5.97M added.
  • The largest La-Z-Boy seller in Q3 2022 was Balyasny Asset Management, an estimated $6.67M sold.

Based on aggregated 13F filings for Q3 2022.