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LegalZoom.com

132 hedge funds and large institutions have $1.52B invested in LegalZoom.com in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $4.55M

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more funds holding

Funds holding: 120132 (+12)

2.99% more ownership

Funds ownership: 66.87%69.86% (+3%)

19% less capital invested

Capital invested by funds: $1.88B → $1.52B (-$356M)

Holders
132
Holders Change
+12
Holders Change %
+10%
% of All Funds
2.22%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
42
Increased
47
Reduced
26
Closed
28
Calls
$17.3M
Puts
$4.55M
Net Calls
+$12.8M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Cross Creek Advisors
Utah
$4.22M
CS
27
Credit Suisse
Switzerland
$3.87M +$362K +27,439 +8%
Bank of America
28
Bank of America
North Carolina
$3.52M +$3.23M +244,474 +322%
Charles Schwab
29
Charles Schwab
California
$3.42M +$2.66M +201,551 +185%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.12M +$940K +71,189 +33%
FAM
31
Fred Alger Management
New York
$3.04M -$73.9K -5,593 -2%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$2.99M +$3.29M +248,666 +1,049%
Morgan Stanley
33
Morgan Stanley
New York
$2.97M +$1.93M +146,045 +117%
N
34
Nuveen
North Carolina
$2.94M -$241K -18,221 -6%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$2.78M +$1.78M +135,054 +115%
SEI Investments
36
SEI Investments
Pennsylvania
$2.61M +$3.14M +237,881 New
PFM
37
Premier Fund Managers
United Kingdom
$2.4M +$479K +36,228 +21%
JP Morgan Chase
38
JP Morgan Chase
New York
$2.29M +$2.52M +190,608 +1,066%
PCA
39
Personal Capital Advisors
California
$2.11M +$1.72M +129,832 +210%
Holocene Advisors
40
Holocene Advisors
New York
$2.05M +$2.46M +186,440 New
STA
41
Summit Trail Advisors
New York
$1.89M +$2.28M +172,334 New
Mitsubishi UFJ Asset Management
42
Mitsubishi UFJ Asset Management
Japan
$1.87M -$642K -48,600 -22%
William Blair & Company
43
William Blair & Company
Illinois
$1.79M -$120K -9,102 -5%
IC
44
IEQ Capital
California
$1.56M +$107K +8,134 +6%
RJA
45
Raymond James & Associates
Florida
$1.54M +$1.86M +140,485 New
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$1.43M +$216K +16,372 +14%
LMGAM
47
Liberty Mutual Group Asset Management
Massachusetts
$1.25M +$1.5M +113,301 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.23M +$738K +55,867 +100%
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.15M +$1.13M +85,199 +444%
Stifel Financial
50
Stifel Financial
Missouri
$1M -$71.2K -5,388 -6%