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LegalZoom.com

203 hedge funds and large institutions have $1.76B invested in LegalZoom.com in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $9.28M

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

138% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 40

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

12% more funds holding

Funds holding: 181203 (+22)

11% more capital invested

Capital invested by funds: $1.58B → $1.76B (+$177M)

7.8% more ownership

Funds ownership: 75.08%82.88% (+7.8%)

Holders
203
Holders Change
+22
Holders Change %
+12.15%
% of All Funds
2.96%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
43
Increased
95
Reduced
40
Closed
17
Calls
$28.5M
Puts
$9.28M
Net Calls
+$19.2M
Net Calls Change
-$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
151
Fortis Capital Management
Washington
$181K
DA
152
Duality Advisers
Florida
$176K +$170K +15,610 New
RJA
153
Raymond James & Associates
Florida
$170K +$163K +15,007 New
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$164K +$126K +11,585 +405%
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$158K +$6.53K +600 +4%
AIM
156
Aigen Investment Management
New York
$157K -$99.3K -9,126 -40%
CIP
157
Cornerstone Investment Partners
Georgia
$157K +$151K +13,890 New
Principal Financial Group
158
Principal Financial Group
Iowa
$155K +$29.4K +2,697 +25%
GAM
159
Gotham Asset Management
New York
$153K -$253K -23,251 -63%
SG Americas Securities
160
SG Americas Securities
New York
$151K -$20.2K -1,852 -12%
AIP
161
Ameritas Investment Partners
Nebraska
$139K +$20.9K +1,920 +19%
CFGS
162
Concourse Financial Group Securities
Alabama
$139K +$133K +12,261 New
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$134K +$129K +11,834 New
Pictet Asset Management
164
Pictet Asset Management
Switzerland
$125K
Nomura Holdings
165
Nomura Holdings
Japan
$120K +$116K +10,647 New
New York State Teachers Retirement System (NYSTRS)
166
New York State Teachers Retirement System (NYSTRS)
New York
$120K +$101K +9,258 +687%
Squarepoint
167
Squarepoint
New York
$120K -$386K -35,469 -77%
AG
168
Ascent Group
Virginia
$115K +$116K +10,700 New
CG
169
Cutler Group
California
$101K +$96.3K +8,853 +8,431%
Canada Life
170
Canada Life
Manitoba, Canada
$89K
Citadel Advisors
171
Citadel Advisors
Florida
$87.5K -$176K -16,158 -68%
SAM
172
Shell Asset Management
Netherlands
$80K -$23.1K -2,120 -23%
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$77K +$8.4K +772 +13%
ST
174
Smithfield Trust
Pennsylvania
$70K
Robeco Institutional Asset Management
175
Robeco Institutional Asset Management
Netherlands
$61K +$3.07K +282 +6%