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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
PTC
101
Petrus Trust Company
Texas
$791K +$762K +70,021 New
SO
102
STRS Ohio
Ohio
$768K +$55.5K +5,100 +8%
SPS
103
Susquehanna Portfolio Strategies
Pennsylvania
$744K +$716K +65,797 New
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$722K +$68.6K +6,302 +11%
Empower Advisory Group
105
Empower Advisory Group
Colorado
$721K
MIM
106
MetLife Investment Management
New Jersey
$710K +$96.7K +8,887 +16%
SEI Investments
107
SEI Investments
Pennsylvania
$678K +$653K +59,968 New
AIG
108
American International Group
New York
$666K +$75.4K +6,931 +13%
VI
109
Versor Investments
New York
$661K +$637K +58,501 New
H
110
HoyleCohen
California
$633K
Lazard Asset Management
111
Lazard Asset Management
New York
$588K +$535K +49,197 +1,721%
Citigroup
112
Citigroup
New York
$581K -$5.3K -487 -0.9%
WF
113
WoodTrust Financial
Wisconsin
$567K +$207K +19,000 +61%
YIH
114
Y-Intercept (HK)
Hong Kong
$542K +$257K +23,629 +97%
YC
115
Yarbrough Capital
Tennessee
$537K
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$519K
APG Asset Management
117
APG Asset Management
Netherlands
$510K -$276K -25,368 -34%
T. Rowe Price Associates
118
T. Rowe Price Associates
Maryland
$502K -$621K -57,089 -56%
Wells Fargo
119
Wells Fargo
California
$487K +$194K +17,856 +71%
PFM
120
Premier Fund Managers
United Kingdom
$482K
XT
121
XTX Topco
Cayman Islands
$460K +$324K +29,751 +272%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$445K +$533 +49 +0.1%
New York State Common Retirement Fund
123
New York State Common Retirement Fund
New York
$441K -$582K -53,463 -58%
A
124
AlphaQuest
New York
$378K +$364K +33,412 New
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$348K +$11.1K +1,020 +3%