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LegalZoom.com

149 hedge funds and large institutions have $1.2B invested in LegalZoom.com in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $4.42M

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

20% more capital invested

Capital invested by funds: $999M → $1.2B (+$197M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.18% less ownership

Funds ownership: 66.97%66.8% (-0.18%)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 152149 (-3)

Holders
149
Holders Change
-3
Holders Change %
-1.97%
% of All Funds
2.37%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
25
Increased
56
Reduced
35
Closed
26
Calls
$18.4M
Puts
$4.42M
Net Calls
+$14M
Net Calls Change
+$8.93M
Name Holding Trade Value Shares
Change
Change in
Stake
FPM
1
Francisco Partners Management
California
$269M
TCMI
2
Technology Crossover Management IX
California
$134M
GC
3
GPI Capital
New York
$89.5M
Vanguard Group
4
Vanguard Group
Pennsylvania
$85.9M +$2.24M +264,996 +3%
IVMX
5
Institutional Venture Management XIII
California
$80.9M
BlackRock
6
BlackRock
New York
$79M +$14.1M +1,660,039 +25%
HRCM
7
Hawk Ridge Capital Management
California
$59.6M
KDA
8
KPCB DGF Associates
California
$59.2M
Franklin Resources
9
Franklin Resources
California
$25.7M +$70.8K +8,361 +0.3%
CBA
10
Coastal Bridge Advisors
Connecticut
$24.5M +$27.4K +3,235 +0.1%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$20M -$258K -30,464 -1%
ACM
12
Ararat Capital Management
Connecticut
$19M +$6.29M +743,070 +58%
TA
13
TA Associates
Massachusetts
$18.9M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$17.2M +$523K +61,729 +3%
ACH
15
ArrowMark Colorado Holdings
Colorado
$16.3M +$4.23M +499,942 +40%
State Street
16
State Street
Massachusetts
$15.9M +$139K +16,378 +1%
Morgan Stanley
17
Morgan Stanley
New York
$13.2M +$3.7M +437,536 +45%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$12.9M -$181K -21,425 -2%
HC
19
Hillman Company
Pennsylvania
$11.6M
William Blair & Company
20
William Blair & Company
Illinois
$11.5M +$8.67M +1,023,498 +499%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$9.04M +$5.32M +627,783 +187%
Millennium Management
22
Millennium Management
New York
$7.81M -$15.5M -1,831,473 -69%
SRFM
23
Shannon River Fund Management
New York
$7.76M +$7.01M +827,697 New
Northern Trust
24
Northern Trust
Illinois
$7.7M +$125K +14,765 +2%
Charles Schwab
25
Charles Schwab
California
$6.62M -$8.47K -1,000 -0.1%