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La-Z-Boy

225 hedge funds and large institutions have $1.21B invested in La-Z-Boy in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

36% more capital invested

Capital invested by funds: $892M → $1.21B (+$319M)

3% more funds holding

Funds holding: 219225 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 97.29%97.29% (+0%)

24% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 92

32% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $3.3M

Holders
225
Holders Change
+6
Holders Change %
+2.74%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
70
Reduced
92
Closed
20
Calls
$2.24M
Puts
$3.3M
Net Calls
-$1.06M
Net Calls Change
-$757K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$200M -$4.04M -142,120 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$151M +$1.92M +67,332 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$89.3M +$5.75M +202,121 +7%
SAM
4
Silvercrest Asset Management
New York
$56.1M -$472K -16,586 -0.9%
LSV Asset Management
5
LSV Asset Management
Illinois
$51.9M -$203K -7,120 -0.4%
Macquarie Group
6
Macquarie Group
Australia
$49.8M +$994K +34,946 +2%
State Street
7
State Street
Massachusetts
$48.3M -$214K -7,536 -0.5%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$38.1M +$257K +9,051 +0.7%
Brown Advisory
9
Brown Advisory
Maryland
$36.1M -$8.9M -312,757 -20%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$24M +$725K +25,502 +3%
Charles Schwab
11
Charles Schwab
California
$21.9M +$1.09M +38,469 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$18.8M -$95.1K -3,345 -0.5%
Morgan Stanley
13
Morgan Stanley
New York
$17.9M -$371K -13,051 -2%
SFM
14
Systematic Financial Management
New Jersey
$17.3M -$206K -7,236 -1%
First Trust Advisors
15
First Trust Advisors
Illinois
$15.5M -$1.15M -40,369 -7%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$14.2M +$6.37M +224,001 +84%
N
17
Nuveen
North Carolina
$14.1M -$691K -24,299 -5%
Northern Trust
18
Northern Trust
Illinois
$13.6M -$265K -9,316 -2%
AI
19
ArchPoint Investors
Florida
$13.6M
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$11.4M +$11.1M +391,799 New
Invesco
21
Invesco
Georgia
$10.3M -$86.6K -3,044 -0.9%
American Century Companies
22
American Century Companies
Missouri
$9.89M +$3.9M +137,032 +68%
Victory Capital Management
23
Victory Capital Management
Texas
$9.7M -$3.59M -126,132 -27%
GT
24
Glenmede Trust
Pennsylvania
$9.43M +$121K +4,259 +1%
TCM
25
Tributary Capital Management
Nebraska
$9.32M -$1.88M -66,005 -17%

LZB Hedge Fund Activity: Q1 2023 in Review

225 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2023, worth a combined $1.21B — up 36% from $892M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LZB positions and 20 closed out — a net gain of 9 holders — while 70 added to existing stakes and 92 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $11.1M. The largest seller was Brown Advisory, cutting an estimated $8.9M.

  • 225 institutional investors held La-Z-Boy (LZB) as of Q1 2023, up from 219 in Q4 2022.
  • Funds reported $1.21B of La-Z-Boy stock for Q1 2023, up 36% quarter-over-quarter.
  • 29 funds opened new La-Z-Boy positions in Q1 2023 and 20 closed out, a net change of +9 holders.
  • The largest La-Z-Boy buyer in Q1 2023 was Balyasny Asset Management, an estimated $11.1M added.
  • The largest La-Z-Boy seller in Q1 2023 was Brown Advisory, an estimated $8.9M sold.

Based on aggregated 13F filings for Q1 2023.