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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
BlackRock
1
BlackRock
New York
$222M -$12.4M -358,834 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$151M -$6.55M -189,938 -4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$84.1M -$1.01M -29,413 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.8M +$1.15M +33,364 +1%
SAM
5
Silvercrest Asset Management
New York
$67.9M -$9.03M -262,107 -11%
State Street
6
State Street
Massachusetts
$47.3M -$608K -17,627 -1%
Brown Advisory
7
Brown Advisory
Maryland
$42.2M +$12.6M +364,887 +39%
LSV Asset Management
8
LSV Asset Management
Illinois
$40.2M +$2.31M +67,036 +6%
Macquarie Group
9
Macquarie Group
Australia
$35.2M +$318K +9,218 +0.9%
Millennium Management
10
Millennium Management
New York
$26.9M +$5.5M +159,514 +24%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$25.2M -$31.1K -901 -0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$21.4M -$259K -7,507 -1%
SFM
13
Systematic Financial Management
New Jersey
$21.2M +$872K +25,311 +4%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$18.5M +$19.8M +573,356 New
N
15
Nuveen
North Carolina
$18.1M -$211K -6,118 -1%
Charles Schwab
16
Charles Schwab
California
$17.3M +$520K +15,084 +3%
Northern Trust
17
Northern Trust
Illinois
$16.4M -$862K -25,004 -5%
AI
18
ArchPoint Investors
Florida
$15M +$1.24M +35,853 +8%
RA
19
Royce & Associates
New York
$14.9M +$236K +6,851 +2%
GT
20
Glenmede Trust
Pennsylvania
$14.7M -$239K -6,940 -1%
TCM
21
Tributary Capital Management
Nebraska
$13.8M -$221K -6,399 -1%
Morgan Stanley
22
Morgan Stanley
New York
$13.1M -$4.14M -120,040 -23%
Principal Financial Group
23
Principal Financial Group
Iowa
$12.3M -$267K -7,741 -2%
KCM
24
Kennedy Capital Management
Missouri
$10.6M -$498K -14,451 -4%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$10M +$2.55M +73,887 +31%

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.