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La-Z-Boy
LZB

215 hedge funds and large institutions have $1.32B invested in La-Z-Boy in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 82 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $5.2M | Put options by funds: $1.53M

10% more capital invested

Capital invested by funds: $1.2B → $1.32B (+$122M)

2.72% more ownership

Funds ownership: 96.37% → 99.09% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 225 → 215 (-10)

22% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 82

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
215
Holders Change
-10
Holders Change %
-4.44%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
64
Reduced
82
Closed
39
Calls
$5.2M
Puts
$1.53M
Net Calls
+$3.67M
Net Calls Change
+$3.98M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$28.1M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$21M
3
SAM
Scopus Asset Management
New York
+$15.4M
4
Macquarie Group
Macquarie Group
Australia
+$6.33M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.19M

Top Sellers

1
BlackRock
BlackRock
New York
-$14.1M
2
Morgan Stanley
Morgan Stanley
New York
-$6.23M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$6.06M
4
UBS Group
UBS Group
Switzerland
-$5.25M
5
NIG
NFJ Investment Group
Texas
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$204M -$14.1M -456,958 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$158M -$386K -12,531 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$97.2M +$718K +23,324 +0.7%
SAM
4
Silvercrest Asset Management
New York
$64M +$2.56M +83,063 +4%
Macquarie Group
5
Macquarie Group
Australia
$59.9M +$6.33M +205,542 +12%
LSV Asset Management
6
LSV Asset Management
Illinois
$58.5M +$225K +7,300 +0.4%
State Street
7
State Street
Massachusetts
$51.4M +$107K +3,472 +0.2%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$38.3M -$2.93M -95,191 -7%
Brown Advisory
9
Brown Advisory
Maryland
$31.4M +$821K +26,663 +3%
Pacer Advisors
10
Pacer Advisors
Pennsylvania
$28.2M +$28.1M +913,884 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$27.3M +$1.02M +33,095 +4%
Charles Schwab
12
Charles Schwab
California
$23.6M +$625K +20,309 +3%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$21.1M +$21M +683,282 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$18.9M -$768K -24,959 -4%
First Trust Advisors
15
First Trust Advisors
Illinois
$18.5M +$1.52M +49,335 +9%
American Century Companies
16
American Century Companies
Missouri
$18.2M +$3.35M +108,945 +23%
Morgan Stanley
17
Morgan Stanley
New York
$17.4M -$6.23M -202,385 -26%
SFM
18
Systematic Financial Management
New Jersey
$17.4M -$343K -11,138 -2%
N
19
Nuveen
North Carolina
$15.7M +$45.3K +1,471 +0.3%
Invesco
20
Invesco
Georgia
$15.5M -$1.26K -41 -0%
SAM
21
Scopus Asset Management
New York
$15.4M +$15.4M +500,000 New
Northern Trust
22
Northern Trust
Illinois
$14.6M -$43.5K -1,414 -0.3%
AI
23
ArchPoint Investors
Florida
$14.4M – – –
Ameriprise
24
Ameriprise
Minnesota
$12.9M -$666K -21,617 -5%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$11.6M +$3.03M +98,306 +36%
1
2 3 4 5

LZB Hedge Fund Activity: Q3 2023 in Review

215 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2023, worth a combined $1.32B — up 10% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of LZB and 30 opened new positions — a net loss of 9 holders — while 82 trimmed existing stakes and 64 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $28.1M. The largest seller was BlackRock, cutting an estimated $14.1M.

  • 215 institutional investors held La-Z-Boy (LZB) as of Q3 2023, down from 225 in Q2 2023.
  • Funds reported $1.32B of La-Z-Boy stock for Q3 2023, up 10% quarter-over-quarter.
  • 30 funds opened new La-Z-Boy positions in Q3 2023 and 39 closed out, a net change of -9 holders.
  • The largest La-Z-Boy buyer in Q3 2023 was Pacer Advisors, an estimated $28.1M added.
  • The largest La-Z-Boy seller in Q3 2023 was BlackRock, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2023.