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LegalZoom.com

203 hedge funds and large institutions have $1.74B 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)

10% more capital invested

Capital invested by funds: $1.58B → $1.74B (+$159M)

6.94% more ownership

Funds ownership: 75.08%82.02% (+6.9%)

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

LZ Hedge Fund Activity: Q4 2023 in Review

203 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in LegalZoom.com (LZ) for Q4 2023, worth a combined $1.74B — up 10% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new LZ positions and 17 closed out — a net gain of 26 holders — while 95 added to existing stakes and 40 trimmed.

The largest buyer was Vanguard Group, adding an estimated $30.2M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $12.6M sold.

  • 203 institutional investors held LegalZoom.com (LZ) as of Q4 2023, up from 181 in Q3 2023.
  • Funds reported $1.74B of LegalZoom.com stock for Q4 2023, up 10% quarter-over-quarter.
  • 43 funds opened new LegalZoom.com positions in Q4 2023 and 17 closed out, a net change of +26 holders.
  • The largest LegalZoom.com buyer in Q4 2023 was Vanguard Group, an estimated $30.2M added.
  • The largest LegalZoom.com seller in Q4 2023 was Alyeska Investment Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2023.