LZ icon

LegalZoom.com
LZ

Overview Fund Activity

152 hedge funds and large institutions have $999M invested in LegalZoom.com in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+17
Holders Change %
+12.59%
% of All Funds
2.45%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
32
Increased
47
Reduced
44
Closed
13
Calls
$8.65M
Puts
$3.56M
Net Calls
+$5.1M
Net Calls Change
-$3.83M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$20.6M
2
CSS
2
Cubist Systematic Strategies
Connecticut
$5.56M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.54M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$9.59M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.34M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$21.1M
2
TA
2
TA Associates
Massachusetts
$15.6M
3
KDA
3
KPCB DGF Associates
California
$48.8M
4
WA
4
Wasatch Advisors
Utah
$43.2M
5
Ameriprise
5
Ameriprise
Minnesota
$307K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$81K -$811 -106 -1%
AIP
127
Ameritas Investment Partners
Nebraska
$62.2K – – –
WT
128
Whittier Trust
California
$60K -$15.1K -1,951 -20%
TRCT
129
Tower Research Capital (TRC)
New York
$55K -$168K -21,730 -75%
ST
130
Smithfield Trust
Pennsylvania
$48K – – –
Lazard Asset Management
131
Lazard Asset Management
New York
$48K +$48K +6,231 New
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$47K – – –
WTC
133
WhitTier Trust Company
Nevada
$14.6K – – –
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$12K – – –
ASN
135
Advisory Services Network
Georgia
$11.6K +$11.6K +1,500 New
QC
136
Quent Capital
New York
$10.9K +$8.63K +1,115 +387%
QL
137
Quarry LP
New York
$10.2K +$10.2K +1,322 New
Wells Fargo
138
Wells Fargo
California
$6.01K -$13K -1,676 -68%
Osaic Holdings
139
Osaic Holdings
Arizona
$6K -$472 -65 -7%
Citigroup
140
Citigroup
New York
$5K -$6.29K -812 -56%
WTA
141
Washington Trust Advisors
Massachusetts
$3.75K – – –
C
142
Covestor
United Kingdom
$3K -$6.47K -955 -68%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.72K +363 +981%
TWA
144
TCI Wealth Advisors
Arizona
$2.97K +$209 +27 +8%
EI
145
Ellevest Inc
New York
$1.49K +$217 +28 +17%
BAM
146
Bellevue Asset Management
Washington
$1.41K – – –
QCG
147
Quadrant Capital Group
Ohio
$426 +$426 +55 New
US Bancorp
148
US Bancorp
Minnesota
$426 +$426 +55 New
GRP
149
Global Retirement Partners
California
$232 – – –
LC
150
Lindbrook Capital
California
$155 -$1.01K -130 -87%
3 4 5
6
7