We are live on ! Find out more
LZB icon

La-Z-Boy

216 hedge funds and large institutions have $944M invested in La-Z-Boy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

26% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 70

2% more funds holding

Funds holding: 211216 (+5)

7% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $1.31M

0.21% more ownership

Funds ownership: 96.93%97.14% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $991M → $944M (-$46.7M)

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
88
Reduced
70
Closed
21
Calls
$1.39M
Puts
$1.31M
Net Calls
+$86K
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$154M -$3.23M -121,606 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M +$1.86M +70,057 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$60.7M +$3.48M +131,195 +5%
SAM
4
Silvercrest Asset Management
New York
$47.7M +$486K +18,298 +0.9%
LSV Asset Management
5
LSV Asset Management
Illinois
$40.5M +$2.04M +76,800 +4%
Macquarie Group
6
Macquarie Group
Australia
$37.2M +$478K +17,994 +1%
Brown Advisory
7
Brown Advisory
Maryland
$37.1M -$700K -26,372 -2%
State Street
8
State Street
Massachusetts
$36.6M +$36.1K +1,359 +0.1%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$30.6M -$703K -26,480 -2%
Morgan Stanley
10
Morgan Stanley
New York
$19.3M +$4.7M +176,916 +26%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$17.5M +$669K +25,209 +3%
Charles Schwab
12
Charles Schwab
California
$15.5M +$789K +29,728 +5%
First Trust Advisors
13
First Trust Advisors
Illinois
$14.8M +$1.4M +52,588 +9%
Victory Capital Management
14
Victory Capital Management
Texas
$14.7M +$36.1K +1,358 +0.2%
SFM
15
Systematic Financial Management
New Jersey
$13.6M -$146K -5,490 -0.9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.9M +$453K +17,070 +3%
N
17
Nuveen
North Carolina
$12.1M +$288K +10,847 +2%
Northern Trust
18
Northern Trust
Illinois
$10.7M -$33.5K -1,262 -0.3%
AI
19
ArchPoint Investors
Florida
$10.5M
TCM
20
Tributary Capital Management
Nebraska
$9.14M -$136K -5,115 -1%
GT
21
Glenmede Trust
Pennsylvania
$8.15M -$1.15M -43,143 -11%
Ameriprise
22
Ameriprise
Minnesota
$7.54M -$976K -36,770 -10%
Invesco
23
Invesco
Georgia
$6.3M +$13.6K +514 +0.2%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.26M -$444K -16,716 -6%
GI
25
GAMCO Investors
Connecticut
$6.21M -$133K -5,000 -2%

LZB Hedge Fund Activity: Q3 2022 in Review

216 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2022, worth a combined $944M — down 4.7% from $991M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LZB positions and 21 closed out — a net gain of 7 holders — while 88 added to existing stakes and 70 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $5.97M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $6.67M sold.

  • 216 institutional investors held La-Z-Boy (LZB) as of Q3 2022, up from 211 in Q2 2022.
  • Funds reported $944M of La-Z-Boy stock for Q3 2022, down 4.7% quarter-over-quarter.
  • 28 funds opened new La-Z-Boy positions in Q3 2022 and 21 closed out, a net change of +7 holders.
  • The largest La-Z-Boy buyer in Q3 2022 was Marshall Wace, an estimated $5.97M added.
  • The largest La-Z-Boy seller in Q3 2022 was Balyasny Asset Management, an estimated $6.67M sold.

Based on aggregated 13F filings for Q3 2022.