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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
GI
176
GAMMA Investing
California
$667 -$124 -19 -15%
WT
177
Whittier Trust
California
$596
AF
178
Allworth Financial
California
$362
A
179
AlphaQuest
New York
$273 -$143K -21,900 -100%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$216 +$223 +34 New
FFA
181
Farther Finance Advisors
California
$64 -$164 -25 -71%
CA
182
Claris Advisors
Missouri
$19 +$20 +3 New
SIC
183
SJS Investment Consulting
Ohio
$13
WHG
184
Westwood Holdings Group
Texas
-$46.8M -5,581,315 Closed
Wellington Management Group
185
Wellington Management Group
Massachusetts
-$22.9M -2,734,836 Closed
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
-$4.67M -556,374 Closed
Ohio Public Employees Retirement System (OPERS)
187
Ohio Public Employees Retirement System (OPERS)
Ohio
-$2.59M -308,763 Closed
ICM
188
Invenomic Capital Management
Massachusetts
-$2.1M -249,828 Closed
First Trust Advisors
189
First Trust Advisors
Illinois
-$2.05M -244,569 Closed
EIM
190
Essex Investment Management
Massachusetts
-$1.92M -228,563 Closed
CSS
191
Cubist Systematic Strategies
Connecticut
-$1.79M -212,981 Closed
Marshall Wace
192
Marshall Wace
United Kingdom
-$1.78M -212,626 Closed
EAM
193
EFG Asset Management
Oregon
-$792K -94,481 Closed
SPA
194
Sherbrooke Park Advisers
New York
-$693K -82,629 Closed
LCM
195
Legato Capital Management
California
-$660K -78,702 Closed
Envestnet Asset Management
196
Envestnet Asset Management
Illinois
-$594K -70,772 Closed
DTL
197
Dynamic Technology Lab
Singapore
-$416K -49,536 Closed
CC
198
Centiva Capital
New York
-$390K -46,478 Closed
SEC
199
Seven Eight Capital
New York
-$322K -38,357 Closed
Capstone Investment Advisors
200
Capstone Investment Advisors
New York
-$308K -36,736 Closed