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LegalZoom.com
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135 hedge funds and large institutions have $1.15B invested in LegalZoom.com in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $2.48M

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

2% more funds holding

Funds holding: 132 → 135 (+3)

1.14% less ownership

Funds ownership: 69.86% → 68.72% (-1.1%)

25% less capital invested

Capital invested by funds: $1.52B → $1.15B (-$375M)

29% less funds holding in top 10

Funds holding in top 10: 14 → 10 (-4)

Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.33%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.17%
New
26
Increased
48
Reduced
38
Closed
23
Calls
$11.4M
Puts
$2.48M
Net Calls
+$8.93M
Net Calls Change
-$3.85M

Top Buyers

1
HRCM
Hawk Ridge Capital Management
California
+$20.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$11.4M
3
WA
Wasatch Advisors
Utah
+$11.2M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$7.1M
5
CBA
Coastal Bridge Advisors
Connecticut
+$4.97M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$84.7M
2
WCM
W Capital Management
New York
-$20.7M
3
BlackRock
BlackRock
New York
-$11.2M
4
Ameriprise
Ameriprise
Minnesota
-$8.39M
5
LPAM
Legion Partners Asset Management
California
-$6.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPM
1
Francisco Partners Management
California
$245M – – –
TCMI
2
Technology Crossover Management IX
California
$123M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$82.2M +$11.4M +1,100,847 +13%
GC
4
GPI Capital
New York
$81.8M – – –
IVMX
5
Institutional Venture Management XIII
California
$73.9M – – –
KDA
6
KPCB DGF Associates
California
$71.2M – – –
WA
7
Wasatch Advisors
Utah
$60.8M +$11.2M +1,080,092 +18%
BlackRock
8
BlackRock
New York
$55.3M -$11.2M -1,084,273 -14%
HRCM
9
Hawk Ridge Capital Management
California
$54.5M +$20.5M +1,984,814 +45%
Franklin Resources
10
Franklin Resources
California
$47.2M -$4.35M -420,037 -7%
TA
11
TA Associates
Massachusetts
$35.3M -$985K -95,175 -2%
CBA
12
Coastal Bridge Advisors
Connecticut
$22.3M +$4.97M +480,000 +23%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$18.5M +$22.4M +2,162,106 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$15.3M +$7.1M +685,762 +63%
State Street
15
State Street
Massachusetts
$14.4M +$2.81M +271,557 +19%
ACM
16
Ararat Capital Management
Connecticut
$13.8M +$959K +92,643 +6%
Ameriprise
17
Ameriprise
Minnesota
$12.9M -$8.39M -810,959 -35%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$12M -$157K -15,147 -1%
HC
19
Hillman Company
Pennsylvania
$10.6M – – –
Northern Trust
20
Northern Trust
Illinois
$6.84M +$1.01M +97,656 +14%
ACH
21
ArrowMark Colorado Holdings
Colorado
$6.15M -$303K -29,290 -4%
Charles Schwab
22
Charles Schwab
California
$6.03M +$4.06M +392,676 +126%
LPAM
23
Legion Partners Asset Management
California
$5.94M -$6.1M -589,274 -46%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$3.51M +$1.62M +156,521 +62%
Morgan Stanley
25
Morgan Stanley
New York
$3.47M +$1.39M +134,083 +50%
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