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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
NFG
201
Next Financial Group
Texas
$16K
NSIM
202
North Star Investment Management
Illinois
$16K
MAM
203
Meeder Asset Management
Ohio
$15K -$1.48K -43 -9%
PA
204
Parallel Advisors
California
$12K +$1.24K +36 +11%
GEA
205
Glen Eagle Advisors
New Jersey
$9.67K
HFM
206
Harvest Fund Management
China
$9K -$31.1K -901 -75%
GLLW
207
Graves Light Lenhart Wealth
Virginia
$8K +$6.86K +199 +463%
TWA
208
TCI Wealth Advisors
Arizona
$6K -$1.45K -42 -19%
ST
209
Sageworth Trust
Pennsylvania
$6K
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$6K +$1.31K +38 +22%
QT
211
Quantbot Technologies
New York
$6K +$6.55K +190 New
PFBT
212
Parkside Financial Bank & Trust
Missouri
$5K -$241 -7 -5%
FPS
213
Fieldpoint Private Securities
Connecticut
$3K
IBOK
214
Independence Bank of Kentucky
Kentucky
$3K
PCG
215
Private Capital Group
Connecticut
$3K
ST
216
Smithfield Trust
Pennsylvania
$3K
SPIA
217
Steward Partners Investment Advisory
New York
$3K
TFO
218
Tarbox Family Office
California
$3K
HWA
219
Heritage Wealth Advisors
Virginia
$2.96K
APA
220
American Portfolios Advisors
New York
$2.71K
VCM
221
Versant Capital Management
Arizona
$2K
MCM
222
Manchester Capital Management
Vermont
$2K +$2.38K +69 New
GC
223
Globeflex Capital
California
$1K -$463K -13,424 -100%
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
LC
225
Lindbrook Capital
California
$1K

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.