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LegalZoom.com
LZ

Overview Fund Activity

183 hedge funds and large institutions have $870M invested in LegalZoom.com in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 48 reducing their positions, and 36 closing their positions.

Holders
183
Holders Change
+3
Holders Change %
+1.67%
% of All Funds
2.65%
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
48
Closed
36
Calls
$5.66M
Puts
$3.55M
Net Calls
+$2.1M
Net Calls Change
-$7.2M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$8.08M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$20.8M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$4.13M
4
CFG
4
Citizens Financial Group
Rhode Island
$3.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.23M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$3.85M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Bank of America
5
Bank of America
North Carolina
$1.66M
Name Market Value Shares Shares
Change 		Shares
Change %
C
151
Covestor
United Kingdom
$18K 2,762 +671 +32%
Federated Hermes
152
Federated Hermes
Pennsylvania
$15K 2,366 -172,932 -99%
CA
153
Clearstead Advisors
Ohio
$12.7K 2,000 – –
US Bancorp
154
US Bancorp
Minnesota
$12K 1,894 +1,843 +3,614%
WTC
155
WhitTier Trust Company
Nevada
$12K 1,886 – –
LC
156
Lindbrook Capital
California
$10.4K 1,637 +1,637 New
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.53K 1,500 +1,500 New
PA
158
Parallel Advisors
California
$8.18K 1,288 +1,288 New
VF
159
VitalStone Financial
Texas
$7.79K 1,226 +1,226 New
Comerica Bank
160
Comerica Bank
Texas
$7.47K 1,176 +365 +45%
WTA
161
Washington Trust Advisors
Massachusetts
$4.46K 702 – –
Optiver Holding
162
Optiver Holding
Netherlands
$4.39K 691 -1,347 -66%
Barrow, Hanley, Mewhinney & Strauss
163
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.76K 592 +592 New
CPA
164
Capital Performance Advisors
California
$2.91K 458 +458 New
Jones Financial Companies
165
Jones Financial Companies
Missouri
$2.52K 390 – –
HT
166
Headlands Technologies
Illinois
$1.84K 289 -1,584 -85%
BAM
167
Bellevue Asset Management
Washington
$1.69K 266 – –
QC
168
Quent Capital
New York
$1.66K 262 – –
AAP
169
Arax Advisory Partners
Colorado
$1.19K 187 – –
GRP
170
Global Retirement Partners
California
$1.16K 182 +152 +507%
RIL
171
Rothschild Investment LLC
Illinois
$1.02K 160 +90 +129%
Bessemer Group
172
Bessemer Group
New Jersey
$1K 170 +170 New
SCM
173
Sterling Capital Management
North Carolina
$889 140 +140 New
VCM
174
Versant Capital Management
Arizona
$673 106 +1 +1%
GI
175
GAMMA Investing
California
$667 105 -19 -15%
5 6
7
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