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LegalZoom.com

184 hedge funds and large institutions have $871M invested in LegalZoom.com in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $5.66M | Put options by funds: $3.55M

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

2% more funds holding

Funds holding: 181184 (+3)

1.05% more ownership

Funds ownership: 77%78.05% (+1.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

28% less capital invested

Capital invested by funds: $1.21B → $871M (-$343M)

Holders
184
Holders Change
+3
Holders Change %
+1.66%
% of All Funds
2.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
41
Increased
63
Reduced
49
Closed
36
Calls
$5.66M
Puts
$3.55M
Net Calls
+$2.1M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$19.5K +$3.49K +533 +21%
C
152
Covestor
United Kingdom
$18K +$4.39K +671 +32%
Federated Hermes
153
Federated Hermes
Pennsylvania
$15K -$1.13M -172,932 -99%
CA
154
Clearstead Advisors
Ohio
$12.7K
US Bancorp
155
US Bancorp
Minnesota
$12K +$12.1K +1,843 +3,614%
WTC
156
WhitTier Trust Company
Nevada
$12K
LC
157
Lindbrook Capital
California
$10.4K +$10.7K +1,637 New
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.53K +$9.82K +1,500 New
PA
159
Parallel Advisors
California
$8.18K +$8.43K +1,288 New
VF
160
VitalStone Financial
Texas
$7.79K +$8.03K +1,226 New
Comerica Bank
161
Comerica Bank
Texas
$7.47K +$2.39K +365 +45%
WTA
162
Washington Trust Advisors
Massachusetts
$4.46K
Optiver Holding
163
Optiver Holding
Netherlands
$4.39K -$8.82K -1,347 -66%
Barrow, Hanley, Mewhinney & Strauss
164
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.76K +$3.88K +592 New
CPA
165
Capital Performance Advisors
California
$2.91K +$3K +458 New
Jones Financial Companies
166
Jones Financial Companies
Missouri
$2.52K
HT
167
Headlands Technologies
Illinois
$1.83K -$10.4K -1,584 -85%
BAM
168
Bellevue Asset Management
Washington
$1.69K
QC
169
Quent Capital
New York
$1.66K
AAP
170
Arax Advisory Partners
Colorado
$1.19K
GRP
171
Global Retirement Partners
California
$1.16K +$995 +152 +507%
RIL
172
Rothschild Investment LLC
Illinois
$1.02K +$589 +90 +129%
Bessemer Group
173
Bessemer Group
New Jersey
$1K +$1.11K +170 New
SCM
174
Sterling Capital Management
North Carolina
$889 +$917 +140 New
VCM
175
Versant Capital Management
Arizona
$673 +$7 +1 +1%