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La-Z-Boy

217 hedge funds and large institutions have $1.36B invested in La-Z-Boy in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $1.16B → $1.36B (+$200M)

12% more call options, than puts

Call options by funds: $7.08M | Put options by funds: $6.33M

3% more funds holding

Funds holding: 210217 (+7)

0.28% more ownership

Funds ownership: 93.68%93.96% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 80

Holders
217
Holders Change
+7
Holders Change %
+3.33%
% of All Funds
4.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
73
Reduced
80
Closed
23
Calls
$7.08M
Puts
$6.33M
Net Calls
+$752K
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$228M +$801K +26,341 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$142M -$9.48M -311,945 -7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$132M -$2.65M -87,036 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$93.6M -$5.89M -193,953 -6%
SAM
5
Silvercrest Asset Management
New York
$87M -$542K -17,847 -0.6%
State Street
6
State Street
Massachusetts
$44.8M -$964K -31,724 -2%
LSV Asset Management
7
LSV Asset Management
Illinois
$42.5M +$1.38M +45,454 +4%
Northern Trust
8
Northern Trust
Illinois
$38.1M -$872K -28,705 -2%
Norges Bank
9
Norges Bank
Norway
$28.7M -$4.42M -145,427 -14%
N
10
Nuveen
North Carolina
$26.8M -$11.1M -364,850 -30%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$22.6M -$726K -23,884 -3%
AI
12
ArchPoint Investors
Florida
$19.1M
TCM
13
Tributary Capital Management
Nebraska
$19.1M -$1.02M -33,699 -5%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$18.9M +$7.42M +244,247 +69%
VVP
15
Venture Visionary Partners
Ohio
$17.7M +$724K +23,831 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$16.7M -$637K -20,955 -4%
Charles Schwab
17
Charles Schwab
California
$16.5M -$614K -20,204 -4%
SFM
18
Systematic Financial Management
New Jersey
$15.5M -$228K -7,486 -2%
Brown Advisory
19
Brown Advisory
Maryland
$14.4M +$13.8M +455,545 New
Ameriprise
20
Ameriprise
Minnesota
$11.8M -$1.09M -35,864 -9%
GI
21
GAMCO Investors
Connecticut
$11.3M
Goldman Sachs
22
Goldman Sachs
New York
$11.2M +$4.73M +155,527 +78%
Principal Financial Group
23
Principal Financial Group
Iowa
$11.2M -$127K -4,166 -1%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$10.3M +$8.9K +293 +0.1%
JP Morgan Chase
25
JP Morgan Chase
New York
$9.85M +$5.45M +179,340 +126%

LZB Hedge Fund Activity: Q3 2020 in Review

217 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2020, worth a combined $1.36B — up 17% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new LZB positions and 23 closed out — a net gain of 8 holders — while 73 added to existing stakes and 80 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $13.8M. The largest seller was Nuveen, cutting an estimated $11.1M.

  • 217 institutional investors held La-Z-Boy (LZB) as of Q3 2020, up from 210 in Q2 2020.
  • Funds reported $1.36B of La-Z-Boy stock for Q3 2020, up 17% quarter-over-quarter.
  • 31 funds opened new La-Z-Boy positions in Q3 2020 and 23 closed out, a net change of +8 holders.
  • The largest La-Z-Boy buyer in Q3 2020 was Brown Advisory, an estimated $13.8M added.
  • The largest La-Z-Boy seller in Q3 2020 was Nuveen, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2020.