We are live on ! Find out more
LZ icon

LegalZoom.com

203 hedge funds and large institutions have $1.76B invested in LegalZoom.com in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $9.28M

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

138% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

12% more funds holding

Funds holding: 181203 (+22)

11% more capital invested

Capital invested by funds: $1.58B → $1.76B (+$177M)

7.8% more ownership

Funds ownership: 75.08%82.88% (+7.8%)

Holders
203
Holders Change
+22
Holders Change %
+12.15%
% of All Funds
2.96%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
43
Increased
95
Reduced
40
Closed
17
Calls
$28.5M
Puts
$9.28M
Net Calls
+$19.2M
Net Calls Change
-$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
76
IEQ Capital
California
$1.66M -$19K -1,749 -1%
UBS AM
77
UBS AM
Illinois
$1.64M +$823K +75,617 +109%
STA
78
Summit Trail Advisors
New York
$1.51M -$44K -4,045 -3%
American Century Companies
79
American Century Companies
Missouri
$1.49M +$807K +74,152 +128%
Acadian Asset Management
80
Acadian Asset Management
Massachusetts
$1.48M +$880K +80,862 +161%
EP
81
Edgestream Partners
New Jersey
$1.44M +$1.39M +127,385 New
SWS
82
SYSTM Wealth Solutions
Illinois
$1.36M +$107K +9,837 +9%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$1.28M +$251K +23,049 +25%
RC
84
RBF Capital
California
$1.24M
EAM
85
EFG Asset Management
Oregon
$1.23M +$394K +36,181 +50%
Invesco
86
Invesco
Georgia
$1.18M +$220K +20,261 +24%
Deutsche Bank
87
Deutsche Bank
Germany
$1.17M +$570K +52,353 +103%
Stifel Financial
88
Stifel Financial
Missouri
$1.16M -$28.8K -2,642 -3%
CS
89
Credit Suisse
Switzerland
$1.15M +$351K +32,252 +46%
Legal & General Group
90
Legal & General Group
United Kingdom
$1.14M +$306K +28,131 +39%
GCM
91
Graham Capital Management
Connecticut
$1.13M +$1.08M +99,623 New
TD Asset Management
92
TD Asset Management
Ontario, Canada
$1.1M +$333K +30,600 +46%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
93
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.08M
DTL
94
Dynamic Technology Lab
Singapore
$1.07M +$1.03M +94,314 New
N
95
Numerai
California
$1.05M -$1.38M -126,450 -58%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$1.04M -$1.44M -132,400 -59%
DFCM
97
Dark Forest Capital Management
Puerto Rico
$981K +$615K +56,492 +187%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$964K -$868K -79,800 -47%
Ameriprise
99
Ameriprise
Minnesota
$962K +$20.8K +1,914 +2%
LCM
100
Legato Capital Management
California
$889K +$856K +78,702 New