We are live on ! Find out more
LZB icon

La-Z-Boy

220 hedge funds and large institutions have $1.78B invested in La-Z-Boy in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.37M

31% more capital invested

Capital invested by funds: $1.36B → $1.78B (+$418M)

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

3.21% more ownership

Funds ownership: 93.96%97.17% (+3.2%)

1% more funds holding

Funds holding: 217220 (+3)

29% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 89

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
220
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
63
Reduced
89
Closed
32
Calls
$2.69M
Puts
$1.37M
Net Calls
+$1.32M
Net Calls Change
+$567K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$288M +$346K +9,345 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$181M +$2.99M +80,603 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$166M -$434K -11,711 -0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$107M -$9.88M -266,763 -9%
SAM
5
Silvercrest Asset Management
New York
$106M -$3.39M -91,645 -3%
State Street
6
State Street
Massachusetts
$56.4M -$20.8K -561 -0%
LSV Asset Management
7
LSV Asset Management
Illinois
$50.7M -$2.6M -70,300 -5%
Northern Trust
8
Northern Trust
Illinois
$47M -$846K -22,828 -2%
Morgan Stanley
9
Morgan Stanley
New York
$38.5M +$30.2M +814,871 +539%
Brown Advisory
10
Brown Advisory
Maryland
$36.5M +$17.1M +460,804 +101%
N
11
Nuveen
North Carolina
$32.3M -$1.33M -35,859 -4%
Macquarie Group
12
Macquarie Group
Australia
$31.8M +$29.5M +796,548 +76,887%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$29.4M +$5.25M +141,648 +24%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$27.3M +$5.84M +157,755 +30%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$27M -$1.42M -38,343 -5%
TCM
16
Tributary Capital Management
Nebraska
$22.9M -$1.07M -28,903 -5%
Charles Schwab
17
Charles Schwab
California
$20.6M -$228K -6,147 -1%
SFM
18
Systematic Financial Management
New Jersey
$19.1M -$434K -11,711 -2%
AI
19
ArchPoint Investors
Florida
$18.7M -$4.99M -134,794 -22%
GT
20
Glenmede Trust
Pennsylvania
$18.5M +$17.1M +463,006 +57,374%
VVP
21
Venture Visionary Partners
Ohio
$16.9M -$5.09M -137,453 -25%
Norges Bank
22
Norges Bank
Norway
$16.2M -$18.6M -501,751 -55%
Lazard Asset Management
23
Lazard Asset Management
New York
$15.2M +$14.1M +380,416 New
Principal Financial Group
24
Principal Financial Group
Iowa
$13.9M -$130K -3,509 -1%
Ameriprise
25
Ameriprise
Minnesota
$13.9M -$835K -22,543 -6%

LZB Hedge Fund Activity: Q4 2020 in Review

220 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2020, worth a combined $1.78B — up 31% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new LZB positions and 32 closed out — a net gain of 4 holders — while 63 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $30.2M. The largest seller was Norges Bank, cutting an estimated $18.6M.

  • 220 institutional investors held La-Z-Boy (LZB) as of Q4 2020, up from 217 in Q3 2020.
  • Funds reported $1.78B of La-Z-Boy stock for Q4 2020, up 31% quarter-over-quarter.
  • 36 funds opened new La-Z-Boy positions in Q4 2020 and 32 closed out, a net change of +4 holders.
  • The largest La-Z-Boy buyer in Q4 2020 was Morgan Stanley, an estimated $30.2M added.
  • The largest La-Z-Boy seller in Q4 2020 was Norges Bank, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2020.