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La-Z-Boy
LZB

225 hedge funds and large institutions have $1.2B invested in La-Z-Boy in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0% more funds holding

Funds holding: 225 → 225 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.92% less ownership

Funds ownership: 97.29% → 96.37% (-0.92%)

1% less capital invested

Capital invested by funds: $1.21B → $1.2B (-$15.7M)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

11% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $2.75M

Holders
225
Holders Change
–
Holders Change %
0%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
78
Reduced
81
Closed
29
Calls
$2.44M
Puts
$2.75M
Net Calls
-$312K
Net Calls Change
+$753K

Top Buyers

1
BlackRock
BlackRock
New York
+$5.03M
2
Morgan Stanley
Morgan Stanley
New York
+$4.26M
3
Invesco
Invesco
Georgia
+$4.16M
4
American Century Companies
American Century Companies
Missouri
+$3.89M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.84M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$14.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.2M
3
TCM
Tributary Capital Management
Nebraska
-$9.32M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.77M
5
Brown Advisory
Brown Advisory
Maryland
-$6.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$203M +$5.03M +180,158 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$147M -$1.57M -56,225 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$89.5M +$1.5M +53,595 +2%
SAM
4
Silvercrest Asset Management
New York
$57M +$1.71M +61,055 +3%
LSV Asset Management
5
LSV Asset Management
Illinois
$54M +$2.89M +103,600 +6%
Macquarie Group
6
Macquarie Group
Australia
$49.6M +$538K +19,252 +1%
State Street
7
State Street
Massachusetts
$47.6M +$503 +18 +0%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$38.2M +$696K +24,925 +2%
Brown Advisory
9
Brown Advisory
Maryland
$28.4M -$6.96M -249,218 -20%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$24.4M +$747K +26,752 +3%
Morgan Stanley
11
Morgan Stanley
New York
$22M +$4.26M +152,638 +25%
Charles Schwab
12
Charles Schwab
California
$21.3M -$282K -10,094 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$18.2M -$350K -12,542 -2%
SFM
14
Systematic Financial Management
New Jersey
$16.4M -$599K -21,449 -4%
First Trust Advisors
15
First Trust Advisors
Illinois
$15.7M +$447K +16,008 +3%
N
16
Nuveen
North Carolina
$14.6M +$665K +23,810 +5%
Invesco
17
Invesco
Georgia
$14.4M +$4.16M +148,963 +42%
American Century Companies
18
American Century Companies
Missouri
$13.7M +$3.89M +139,382 +41%
Northern Trust
19
Northern Trust
Illinois
$13.6M +$204K +7,286 +2%
AI
20
ArchPoint Investors
Florida
$13.4M – – –
Ameriprise
21
Ameriprise
Minnesota
$12.6M +$3.39M +121,435 +38%
GT
22
Glenmede Trust
Pennsylvania
$9.44M +$18.2K +650 +0.2%
Victory Capital Management
23
Victory Capital Management
Texas
$9.43M -$123K -4,392 -1%
BCM
24
Bridgeway Capital Management
Texas
$8.42M +$125K +4,464 +2%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$7.93M -$666K -23,834 -8%
1
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LZB Hedge Fund Activity: Q2 2023 in Review

225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2023, worth a combined $1.2B — down 1.3% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LZB positions and 29 closed out — a net gain of 1 holder — while 78 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock, adding an estimated $5.03M. The largest seller was Pacer Advisors, exiting entirely with an estimated $14.2M sold.

  • 225 institutional investors held La-Z-Boy (LZB) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.2B of La-Z-Boy stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 30 funds opened new La-Z-Boy positions in Q2 2023 and 29 closed out, a net change of +1 holder.
  • The largest La-Z-Boy buyer in Q2 2023 was BlackRock, an estimated $5.03M added.
  • The largest La-Z-Boy seller in Q2 2023 was Pacer Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2023.