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La-Z-Boy

214 hedge funds and large institutions have $1.05B invested in La-Z-Boy in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.18M

1.52% more ownership

Funds ownership: 94.15%95.67% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 230214 (-16)

30% less capital invested

Capital invested by funds: $1.5B → $1.05B (-$449M)

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

Holders
214
Holders Change
-16
Holders Change %
-6.96%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
81
Reduced
79
Closed
33
Calls
$1.57M
Puts
$1.18M
Net Calls
+$394K
Net Calls Change
-$888K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$184M -$1.66M -51,744 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M +$7.48M +233,569 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$64.5M +$1.03M +32,185 +1%
SAM
4
Silvercrest Asset Management
New York
$56.4M +$2.76M +86,213 +4%
Brown Advisory
5
Brown Advisory
Maryland
$45.3M +$7.56M +235,977 +16%
State Street
6
State Street
Massachusetts
$42.2M +$1.48M +46,302 +3%
LSV Asset Management
7
LSV Asset Management
Illinois
$41.3M +$3.46M +108,031 +7%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$34.7M +$18.7M +582,547 +79%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$20.2M +$228K +7,118 +0.9%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$18.1M -$100K -3,124 -0.5%
SFM
11
Systematic Financial Management
New Jersey
$17.4M +$452K +14,117 +2%
Charles Schwab
12
Charles Schwab
California
$15.7M +$1.29M +40,196 +7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$15.4M +$26.6K +831 +0.1%
N
14
Nuveen
North Carolina
$15.3M -$346K -10,802 -2%
First Trust Advisors
15
First Trust Advisors
Illinois
$13.4M +$9.88M +308,461 +156%
Northern Trust
16
Northern Trust
Illinois
$12.8M -$414K -12,937 -3%
Morgan Stanley
17
Morgan Stanley
New York
$12.6M +$798K +24,931 +5%
AI
18
ArchPoint Investors
Florida
$12.3M
GT
19
Glenmede Trust
Pennsylvania
$11.8M -$116K -3,615 -0.8%
Victory Capital Management
20
Victory Capital Management
Texas
$11.6M +$7.96M +248,485 +129%
TCM
21
Tributary Capital Management
Nebraska
$11.1M +$662K +20,662 +5%
RA
22
Royce & Associates
New York
$9.85M -$3.92M -122,490 -25%
Norges Bank
23
Norges Bank
Norway
$9.67M +$5.27M +164,481 +81%
Ameriprise
24
Ameriprise
Minnesota
$9.58M +$1.97M +61,426 +20%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$9.27M +$2.77M +86,550 +33%

LZB Hedge Fund Activity: Q1 2022 in Review

214 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2022, worth a combined $1.05B — down 30% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of LZB and 21 opened new positions — a net loss of 12 holders — while 79 trimmed existing stakes and 81 added.

The largest buyer was William Blair Investment Management, adding an estimated $18.7M. The largest seller was Wellington Management Group, cutting an estimated $71.6M.

  • 214 institutional investors held La-Z-Boy (LZB) as of Q1 2022, down from 230 in Q4 2021.
  • Funds reported $1.05B of La-Z-Boy stock for Q1 2022, down 30% quarter-over-quarter.
  • 21 funds opened new La-Z-Boy positions in Q1 2022 and 33 closed out, a net change of -12 holders.
  • The largest La-Z-Boy buyer in Q1 2022 was William Blair Investment Management, an estimated $18.7M added.
  • The largest La-Z-Boy seller in Q1 2022 was Wellington Management Group, an estimated $71.6M sold.

Based on aggregated 13F filings for Q1 2022.