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LegalZoom.com
LZ

Overview Fund Activity

149 hedge funds and large institutions have $1.2B invested in LegalZoom.com in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 26 closing their positions.

Holders
149
Holders Change
-3
Holders Change %
-1.97%
% of All Funds
2.39%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
25
Increased
56
Reduced
35
Closed
26
Calls
$18.4M
Puts
$4.42M
Net Calls
+$14M
Net Calls Change
+$8.93M

Top Buyers

1
BlackRock
1
BlackRock
New York
$79M
2
William Blair & Company
2
William Blair & Company
Illinois
$11.5M
3
SRFM
3
Shannon River Fund Management
New York
$7.76M
4
ACM
4
Ararat Capital Management
Connecticut
$19M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$9.04M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
Millennium Management
2
Millennium Management
New York
$7.81M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$2.3M
4
TC
4
TwinBeech Capital
New York
$0
5
SEI Investments
5
SEI Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$45K 4,775 +3,190 +201%
DFCM
127
Dark Forest Capital Management
Puerto Rico
$38K 4,052 +4,052 New
TRCT
128
Tower Research Capital (TRC)
New York
$20K 2,145 -4,967 -70%
WTC
129
WhitTier Trust Company
Nevada
$17.7K 1,886 – –
ASN
130
Advisory Services Network
Georgia
$14.1K 1,500 – –
QC
131
Quent Capital
New York
$13.2K 1,403 – –
EI
132
Ellevest Inc
New York
$10.1K 1,079 +887 +462%
C
133
Covestor
United Kingdom
$9K 909 +466 +105%
Osaic Holdings
134
Osaic Holdings
Arizona
$7.59K 809 -17 -2%
WTA
135
Washington Trust Advisors
Massachusetts
$4.54K 484 – –
S
136
SignatureFD
Georgia
$3.52K 375 +375 New
LC
137
Lindbrook Capital
California
$3.4K 362 +342 +1,710%
ACM
138
Aquatic Capital Management
Illinois
$2K 200 -62,100 -100%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$2K 217 -183 -46%
PA
140
PSI Advisors
Florida
$1.88K 200 +200 New
BAM
141
Bellevue Asset Management
Washington
$1.72K 183 – –
Allspring Global Investments
142
Allspring Global Investments
North Carolina
$1.51K 161 +161 New
GRP
143
Global Retirement Partners
California
$807 104 +74 +247%
BWL
144
Bogart Wealth LLC
Virginia
$600 64 +64 New
QCG
145
Quadrant Capital Group
Ohio
$516 55 – –
US Bancorp
146
US Bancorp
Minnesota
$478 51 -4 -7%
Citigroup
147
Citigroup
New York
$197 21 -625 -97%
PA
148
Parallel Advisors
California
$103 11 – –
Point72 Asset Management
149
Point72 Asset Management
Connecticut
$9 1 +1 New
WA
150
Wasatch Advisors
Utah
– – -5,584,957 Closed
4 5
6
7 8