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CS Disco
LAW

Overview Fund Activity

98 hedge funds and large institutions have $271M invested in CS Disco in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-10
Holders Change %
-9.26%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
35
Reduced
28
Closed
24
Calls
$663K
Puts
$2K
Net Calls
+$661K
Net Calls Change
+$339K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$4.94M
2
LCM
2
Lakewood Capital Management
New York
$5.21M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.19M
4
SP
4
Solel Partners
Massachusetts
$25.4M
5
BCP
5
Berylson Capital Partners
Massachusetts
$2.14M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
MC
2
Metavasi Capital
New York
$0
3
CI
3
Ceera Investments
Texas
$127K
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$190K – – –
CAN
52
Cetera Advisor Networks
California
$169K – – –
PWM
53
Prosperity Wealth Management
California
$160K +$160K +21,100 New
Russell Investments Group
54
Russell Investments Group
United Kingdom
$151K +$820 +108 +0.5%
American Century Companies
55
American Century Companies
Missouri
$149K +$50K +6,591 +51%
CIP
56
Cornerstone Investment Partners
Georgia
$144K – – –
SPS
57
Susquehanna Portfolio Strategies
Pennsylvania
$143K +$143K +18,820 New
Legal & General Group
58
Legal & General Group
United Kingdom
$141K – – –
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$137K – – –
CI
60
Ceera Investments
Texas
$127K -$1.6M -210,890 -93%
Deutsche Bank
61
Deutsche Bank
Germany
$123K -$397K -52,314 -76%
Zurich Cantonal Bank
62
Zurich Cantonal Bank
Switzerland
$120K +$27.3K +3,600 +30%
Wells Fargo
63
Wells Fargo
California
$116K +$27.1K +3,576 +31%
Marshall Wace
64
Marshall Wace
United Kingdom
$111K -$261K -34,386 -70%
CC
65
Centiva Capital
New York
$111K +$111K +14,562 New
SG Americas Securities
66
SG Americas Securities
New York
$97K +$20.3K +2,681 +27%
Millennium Management
67
Millennium Management
New York
$95.5K -$129K -17,046 -58%
MIM
68
MetLife Investment Management
New Jersey
$94.8K – – –
AIG
69
American International Group
New York
$85.3K -$349 -46 -0.4%
CS
70
Credit Suisse
Switzerland
$84.4K -$33.2K -4,371 -28%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.2K +$80.2K +10,563 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$66K +$32.9K +4,304 +99%
VWM
73
Venturi Wealth Management
Texas
$55.1K – – –
TRCT
74
Tower Research Capital (TRC)
New York
$45.7K +$13.7K +1,802 +43%
Group One Trading
75
Group One Trading
Illinois
$40.8K +$9.06K +1,194 +29%
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