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LegalZoom.com

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.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $4.42M

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

20% more capital invested

Capital invested by funds: $999M → $1.2B (+$197M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.18% less ownership

Funds ownership: 66.97%66.8% (-0.18%)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 152149 (-3)

Holders
149
Holders Change
-3
Holders Change %
-1.97%
% of All Funds
2.37%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$45K +$27K +3,190 +201%
DFCM
127
Dark Forest Capital Management
Puerto Rico
$38K +$34.3K +4,052 New
TRCT
128
Tower Research Capital (TRC)
New York
$20K -$42.1K -4,967 -70%
WTC
129
WhitTier Trust Company
Nevada
$17.7K
ASN
130
Advisory Services Network
Georgia
$14.1K
QC
131
Quent Capital
New York
$13.2K
EI
132
Ellevest Inc
New York
$10.1K +$7.51K +887 +462%
C
133
Covestor
United Kingdom
$9K +$3.95K +466 +105%
Osaic Holdings
134
Osaic Holdings
Arizona
$7.59K -$144 -17 -2%
WTA
135
Washington Trust Advisors
Massachusetts
$4.54K
S
136
SignatureFD
Georgia
$3.52K +$3.17K +375 New
LC
137
Lindbrook Capital
California
$3.4K +$2.9K +342 +1,710%
ACM
138
Aquatic Capital Management
Illinois
$2K -$526K -62,100 -100%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.55K -183 -46%
PA
140
PSI Advisors
Florida
$1.88K +$1.69K +200 New
BAM
141
Bellevue Asset Management
Washington
$1.72K
Allspring Global Investments
142
Allspring Global Investments
North Carolina
$1.51K +$1.36K +161 New
GRP
143
Global Retirement Partners
California
$807 +$627 +74 +247%
BWL
144
Bogart Wealth LLC
Virginia
$600 +$542 +64 New
QCG
145
Quadrant Capital Group
Ohio
$516
US Bancorp
146
US Bancorp
Minnesota
$478 -$34 -4 -7%
Citigroup
147
Citigroup
New York
$197 -$5.29K -625 -97%
PA
148
Parallel Advisors
California
$103
Point72 Asset Management
149
Point72 Asset Management
Connecticut
$9 +$8 +1 New
WA
150
Wasatch Advisors
Utah
-$43.2M -5,584,957 Closed