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LegalZoom.com
LZ

Overview Fund Activity

194 hedge funds and large institutions have $2.08B invested in LegalZoom.com in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 28 closing their positions.

Holders
194
Holders Change
-9
Holders Change %
-4.43%
% of All Funds
2.81%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
20
Increased
86
Reduced
60
Closed
28
Calls
$43M
Puts
$9.13M
Net Calls
+$33.8M
Net Calls Change
+$14.6M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$64.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$226M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$35.4M
4
BlackRock
4
BlackRock
New York
$149M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.1M
2
CC
2
Cowbird Capital
New York
$0
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$662K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$26M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$23.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$9.19K 689 -11,572 -94%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$6K 425 +87 +26%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$4.54K 340 – –
S
179
SignatureFD
Georgia
$4.47K 335 -51 -13%
BAM
180
Bellevue Asset Management
Washington
$3.55K 266 +50 +23%
QC
181
Quent Capital
New York
$3.5K 262 – –
GI
182
GAMMA Investing
California
$3.23K 242 +43 +22%
US Bancorp
183
US Bancorp
Minnesota
$2.9K 217 +166 +325%
GRP
184
Global Retirement Partners
California
$1.39K 104 – –
WT
185
Whittier Trust
California
$1.25K 94 – –
AF
186
Allworth Financial
California
$921 69 -18 -21%
VCM
187
Versant Capital Management
Arizona
$827 62 – –
WF
188
WoodTrust Financial
Wisconsin
$775 58,100 +8,000 +16%
FFA
189
Farther Finance Advisors
California
$603 45 -2 -4%
LC
190
Lindbrook Capital
California
$400 30 -130 -81%
AWM
191
Avior Wealth Management
Nebraska
$266 20 +20 New
PA
192
Parallel Advisors
California
$160 12 – –
RIL
193
Rothschild Investment LLC
Illinois
$133 10 +10 New
AssetMark Inc
194
AssetMark Inc
California
$13 1 -99 -99%
CC
195
Cowbird Capital
New York
– – -1,947,198 Closed
1WCM
196
12 West Capital Management
New York
– – -450,000 Closed
ECM
197
Element Capital Management
New York
– – -246,304 Closed
GCM
198
Graham Capital Management
Connecticut
– – -99,623 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
199
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -96,000 Closed
N
200
Numerai
California
– – -92,622 Closed
6 7
8
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