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La-Z-Boy

230 hedge funds and large institutions have $1.5B invested in La-Z-Boy in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $337K

13% more capital invested

Capital invested by funds: $1.32B → $1.5B (+$176M)

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

1.53% more ownership

Funds ownership: 92.62%94.15% (+1.5%)

1% more funds holding

Funds holding: 228230 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 86

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
68
Reduced
86
Closed
33
Calls
$1.62M
Puts
$337K
Net Calls
+$1.28M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$256M +$5.71M +163,562 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M +$2.28M +65,268 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$93.9M -$807K -23,119 -0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$87.7M -$29.7K -851 -0%
SAM
5
Silvercrest Asset Management
New York
$74M -$1.89M -54,198 -3%
State Street
6
State Street
Massachusetts
$56.5M +$3.07M +87,946 +6%
Brown Advisory
7
Brown Advisory
Maryland
$53.7M +$5.92M +169,562 +13%
LSV Asset Management
8
LSV Asset Management
Illinois
$53M +$7.4M +212,207 +17%
Macquarie Group
9
Macquarie Group
Australia
$40.2M +$582K +16,690 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$27.6M -$786K -22,529 -3%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$26.6M +$25.6M +732,965 New
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$25M +$4.05M +116,168 +20%
SFM
13
Systematic Financial Management
New Jersey
$23.5M -$385K -11,022 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$21.1M -$2.83M -81,165 -12%
Charles Schwab
15
Charles Schwab
California
$20.1M +$662K +18,979 +4%
N
16
Nuveen
North Carolina
$19.9M -$538K -15,420 -3%
Northern Trust
17
Northern Trust
Illinois
$18.1M -$313K -8,968 -2%
RA
18
Royce & Associates
New York
$18M +$1.13M +32,517 +7%
AI
19
ArchPoint Investors
Florida
$16.9M
Morgan Stanley
20
Morgan Stanley
New York
$16.5M +$1.64M +46,887 +12%
GT
21
Glenmede Trust
Pennsylvania
$16.4M -$155K -4,438 -1%
TCM
22
Tributary Capital Management
Nebraska
$14.6M -$884K -25,327 -6%
Principal Financial Group
23
Principal Financial Group
Iowa
$12.5M -$1.37M -39,290 -10%
KCM
24
Kennedy Capital Management
Missouri
$11.6M -$289K -8,279 -3%
Ameriprise
25
Ameriprise
Minnesota
$11M +$2.75M +78,788 +35%

LZB Hedge Fund Activity: Q4 2021 in Review

230 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2021, worth a combined $1.5B — up 13% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new LZB positions and 33 closed out — a net gain of 4 holders — while 68 added to existing stakes and 86 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $25.6M. The largest seller was Millennium Management, exiting entirely with an estimated $26.9M sold.

  • 230 institutional investors held La-Z-Boy (LZB) as of Q4 2021, up from 228 in Q3 2021.
  • Funds reported $1.5B of La-Z-Boy stock for Q4 2021, up 13% quarter-over-quarter.
  • 37 funds opened new La-Z-Boy positions in Q4 2021 and 33 closed out, a net change of +4 holders.
  • The largest La-Z-Boy buyer in Q4 2021 was William Blair Investment Management, an estimated $25.6M added.
  • The largest La-Z-Boy seller in Q4 2021 was Millennium Management, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2021.