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LegalZoom.com
LZ

Overview Fund Activity

174 hedge funds and large institutions have $1.58B invested in LegalZoom.com in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+25
Holders Change %
+16.78%
% of All Funds
2.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
49
Increased
67
Reduced
38
Closed
22
Calls
$35.8M
Puts
$6.39M
Net Calls
+$29.4M
Net Calls Change
+$15.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$22.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
$130M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$13.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$17.7M
5
BlackRock
BlackRock
New York
$113M

Top Sellers

1
IVMX
Institutional Venture Management XIII
California
$38.8M
2
HRCM
Hawk Ridge Capital Management
California
$45.9M
3
TA
TA Associates
Massachusetts
$0
4
KDA
KPCB DGF Associates
California
$64.2M
5
SRFM
Shannon River Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
126
Dimensional Fund Advisors
Texas
$244K +$244K +20,199 New
CMF
127
Counterpoint Mutual Funds
California
$230K +$110K +9,086 +91%
MWM
128
Mission Wealth Management
California
$217K -$24.2K -2,000 -10%
BOTOTLSJU
129
Board of Trustees of The Leland Stanford Junior University
California
$209K – – –
SO
130
STRS Ohio
Ohio
$202K +$39.7K +3,300 +24%
Walleye Trading
131
Walleye Trading
New York
$200K -$228K -18,876 -53%
LOAMU
132
Lombard Odier Asset Management (USA)
New York
$188K -$94.3K -7,806 -33%
AB
133
Amalgamated Bank
New York
$188K +$26.2K +2,172 +16%
Wolverine Trading
134
Wolverine Trading
Illinois
$187K +$187K +15,488 New
CIP
135
Cornerstone Investment Partners
Georgia
$168K – – –
Verition Fund Management
136
Verition Fund Management
Connecticut
$166K +$166K +13,776 New
ProShare Advisors
137
ProShare Advisors
Maryland
$164K +$27.3K +2,258 +20%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$162K – – –
VRS
139
Virginia Retirement Systems
Virginia
$158K +$158K +13,100 New
PPW
140
Pasadena Private Wealth
California
$157K – – –
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$155K +$155K +12,792 New
Principal Financial Group
142
Principal Financial Group
Iowa
$149K +$19.8K +1,642 +15%
Mariner
143
Mariner
Kansas
$148K +$148K +12,271 New
SOW
144
State of Wyoming
Wyoming
$146K -$28.7K -2,375 -16%
PAMS
145
Pictet Asset Management (Switzerland)
Switzerland
$134K +$134K +11,088 New
Capstone Investment Advisors
146
Capstone Investment Advisors
New York
$133K +$133K +10,998 New
SAM
147
Shell Asset Management
Netherlands
$113K +$113K +9,335 New
AIP
148
Ameritas Investment Partners
Nebraska
$104K +$15.2K +1,256 +17%
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$104K +$102K +8,429 +5,235%
VA
150
Verdad Advisers
Massachusetts
$96.7K +$96.7K +8,008 New
4 5
6
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