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La-Z-Boy

234 hedge funds and large institutions have $1.85B invested in La-Z-Boy in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

427% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $2.55M

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

6% more funds holding

Funds holding: 220234 (+14)

4% more capital invested

Capital invested by funds: $1.78B → $1.85B (+$67.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 79

3.11% less ownership

Funds ownership: 97.17%94.06% (-3.1%)

Holders
234
Holders Change
+14
Holders Change %
+6.36%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
77
Reduced
79
Closed
23
Calls
$13.4M
Puts
$2.55M
Net Calls
+$10.9M
Net Calls Change
+$9.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$312M +$4.62M +110,318 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$205M +$11M +261,464 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$175M -$2.03M -48,575 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$106M -$7.83M -187,044 -7%
SAM
5
Silvercrest Asset Management
New York
$102M -$10.9M -259,199 -10%
State Street
6
State Street
Massachusetts
$60.7M +$600K +14,315 +1%
LSV Asset Management
7
LSV Asset Management
Illinois
$51.9M -$2.17M -51,900 -4%
Macquarie Group
8
Macquarie Group
Australia
$45.1M +$11M +263,772 +33%
Brown Advisory
9
Brown Advisory
Maryland
$40.6M +$1.66M +39,725 +4%
Northern Trust
10
Northern Trust
Illinois
$36M -$14M -333,475 -28%
N
11
Nuveen
North Carolina
$34.9M +$384K +9,162 +1%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$32.3M +$959K +22,900 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$31.9M +$3.08M +73,516 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$29.9M +$767K +18,311 +3%
Charles Schwab
15
Charles Schwab
California
$21.9M -$6.66K -159 -0%
Norges Bank
16
Norges Bank
Norway
$21.7M +$4.41M +105,184 +26%
SFM
17
Systematic Financial Management
New Jersey
$21.6M +$1.22M +29,056 +6%
AI
18
ArchPoint Investors
Florida
$19.9M
GT
19
Glenmede Trust
Pennsylvania
$19.7M +$14.9K +355 +0.1%
TCM
20
Tributary Capital Management
Nebraska
$19.2M -$5.06M -120,898 -21%
VVP
21
Venture Visionary Partners
Ohio
$18.2M +$244K +5,820 +1%
RA
22
Royce & Associates
New York
$17M +$6.22M +148,563 +59%
Millennium Management
23
Millennium Management
New York
$16.5M +$2.72M +64,995 +20%
Ameriprise
24
Ameriprise
Minnesota
$15.6M +$746K +17,802 +5%
Principal Financial Group
25
Principal Financial Group
Iowa
$15M +$144K +3,427 +1%

LZB Hedge Fund Activity: Q1 2021 in Review

234 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2021, worth a combined $1.85B — up 3.8% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new LZB positions and 23 closed out — a net gain of 15 holders — while 77 added to existing stakes and 79 trimmed.

The largest buyer was Macquarie Group, adding an estimated $11M. The largest seller was Morgan Stanley, cutting an estimated $33.9M.

  • 234 institutional investors held La-Z-Boy (LZB) as of Q1 2021, up from 220 in Q4 2020.
  • Funds reported $1.85B of La-Z-Boy stock for Q1 2021, up 3.8% quarter-over-quarter.
  • 38 funds opened new La-Z-Boy positions in Q1 2021 and 23 closed out, a net change of +15 holders.
  • The largest La-Z-Boy buyer in Q1 2021 was Macquarie Group, an estimated $11M added.
  • The largest La-Z-Boy seller in Q1 2021 was Morgan Stanley, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2021.