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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 %
ST
151
Smithfield Trust
Pennsylvania
$75K – – –
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$69.3K +$5.57K +461 +9%
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$53.5K -$4.23K -350 -7%
Canada Life
154
Canada Life
Manitoba, Canada
$42K +$42K +3,464 New
QL
155
Quarry LP
New York
$28K +$28K +2,316 New
WTC
156
WhitTier Trust Company
Nevada
$22.8K – – –
PFBT
157
Parkside Financial Bank & Trust
Missouri
$20.8K +$20.8K +1,720 New
TRCT
158
Tower Research Capital (TRC)
New York
$20K -$5.96K -493 -23%
Osaic Holdings
159
Osaic Holdings
Arizona
$17.2K +$7.42K +614 +76%
QC
160
Quent Capital
New York
$16.9K – – –
Lazard Asset Management
161
Lazard Asset Management
New York
$15K +$15K +1,312 New
C
162
Covestor
United Kingdom
$11K – – –
WTA
163
Washington Trust Advisors
Massachusetts
$6.87K +$1.03K +85 +18%
S
164
SignatureFD
Georgia
$4.05K -$483 -40 -11%
WT
165
Whittier Trust
California
$3.62K -$89.9K -7,446 -96%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
BAM
167
Bellevue Asset Management
Washington
$2.61K +$399 +33 +18%
PA
168
PSI Advisors
Florida
$2.42K – – –
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$2.11K +$2.11K +175 New
GRP
170
Global Retirement Partners
California
$1.26K – – –
VCM
171
Versant Capital Management
Arizona
$749 +$749 +62 New
GWS
172
Glassman Wealth Services
Virginia
$689 +$689 +57 New
US Bancorp
173
US Bancorp
Minnesota
$616 – – –
LC
174
Lindbrook Capital
California
$362 -$4.01K -332 -92%
TA
175
TA Associates
Massachusetts
– -$18.9M -2,017,963 Closed
4 5 6
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