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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
PFBT
176
Parkside Financial Bank & Trust
Missouri
$52.5K +$10K +920 +25%
SIM
177
Sandia Investment Management
Massachusetts
$33.8K -$21.9K -2,010 -40%
WTC
178
WhitTier Trust Company
Nevada
$21.3K
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$19.5K -$29.4K -2,700 -61%
QL
180
Quarry LP
New York
$17.9K -$48K -4,408 -74%
ASN
181
Advisory Services Network
Georgia
$16.9K +$16.3K +1,500 New
Comerica Bank
182
Comerica Bank
Texas
$13.9K -$9.87K -907 -42%
CIM
183
Contravisory Investment Management
Massachusetts
$11.7K -$3.19K -293 -22%
PIM
184
Plato Investment Management
Australia
$10.2K +$9.82K +902 New
C
185
Covestor
United Kingdom
$10K -$11 -1 -0.1%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$6.97K +$6.71K +617 New
WTA
187
Washington Trust Advisors
Massachusetts
$6.43K
S
188
SignatureFD
Georgia
$4.36K -$6.29K -578 -60%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.9K +175 +107%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$3.84K +$1.85K +170 +100%
QC
191
Quent Capital
New York
$2.96K -$11.6K -1,064 -80%
BAM
192
Bellevue Asset Management
Washington
$2.44K
GI
193
GAMMA Investing
California
$2.05K +$2.17K +199 New
LC
194
Lindbrook Capital
California
$1.81K +$1.42K +130 +433%
AssetMark Inc
195
AssetMark Inc
California
$1.13K +$1.09K +100 New
GRP
196
Global Retirement Partners
California
$1.1K
WT
197
Whittier Trust
California
$1.06K -$2.24K -206 -69%
AF
198
Allworth Financial
California
$984 +$816 +75 +625%
VCM
199
Versant Capital Management
Arizona
$701
GWS
200
Glassman Wealth Services
Virginia
$644