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LegalZoom.com

181 hedge funds and large institutions have $1.21B invested in LegalZoom.com in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $6.33M

51% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 49

6.05% less ownership

Funds ownership: 83.06%77% (-6.1%)

7% less funds holding

Funds holding: 195181 (-14)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

42% less capital invested

Capital invested by funds: $2.08B → $1.21B (-$867M)

Holders
181
Holders Change
-14
Holders Change %
-7.18%
% of All Funds
2.61%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
35
Increased
74
Reduced
49
Closed
47
Calls
$15.6M
Puts
$6.33M
Net Calls
+$9.31M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$39K +$1.86K +181 +4%
QL
152
Quarry LP
New York
$37.5K +$35.1K +3,406 +319%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$21.3K -$18.4M -1,791,725 -100%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$21K +$21.3K +2,064 +486%
SWS
155
SYSTM Wealth Solutions
Illinois
$18.4K -$1.66M -161,347 -99%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$18.3K +$3.85K +374 +21%
C
157
Covestor
United Kingdom
$18K +$11.3K +1,100 +111%
Optiver Holding
158
Optiver Holding
Netherlands
$17.1K +$21K +2,038 New
CA
159
Clearstead Advisors
Ohio
$16.8K +$20.6K +2,000 New
WTC
160
WhitTier Trust Company
Nevada
$15.8K
HT
161
Headlands Technologies
Illinois
$15.7K +$19.3K +1,873 New
HNB
162
Huntington National Bank
Ohio
$8.6K +$10.6K +1,025 New
Osaic Holdings
163
Osaic Holdings
Arizona
$7.09K -$14K -1,361 -62%
Comerica Bank
164
Comerica Bank
Texas
$6.8K -$5.59K -543 -40%
WTA
165
Washington Trust Advisors
Massachusetts
$5.89K
MG
166
Mather Group
Illinois
$3.58K +$2.76K +268 New
Jones Financial Companies
167
Jones Financial Companies
Missouri
$3.27K +$4.02K +390 New
DB
168
Danske Bank
Denmark
$2.85K -$750K -72,821 -100%
BAM
169
Bellevue Asset Management
Washington
$2.23K
QC
170
Quent Capital
New York
$2.2K
AAP
171
Arax Advisory Partners
Colorado
$1.57K +$1.93K +187 New
GI
172
GAMMA Investing
California
$1.04K -$1.22K -118 -49%
VCM
173
Versant Capital Management
Arizona
$881 +$443 +43 +69%
WT
174
Whittier Trust
California
$788
RIL
175
Rothschild Investment LLC
Illinois
$587 +$618 +60 +600%