LAW icon

CS Disco
LAW

Overview Fund Activity

99 hedge funds and large institutions have $288M invested in CS Disco in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
32
Reduced
31
Closed
10
Calls
$283K
Puts
$20K
Net Calls
+$263K
Net Calls Change
-$398K

Top Buyers

1
CI
Ceera Investments
Texas
$2.11M
2
ACH
ArrowMark Colorado Holdings
Colorado
$6.86M
3
LCM
Lakewood Capital Management
New York
$6.61M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$2.69M
5
Vanguard Group
Vanguard Group
Pennsylvania
$16.5M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$14.6M
2
WCA
Whetstone Capital Advisors
Kansas
$209K
3
Morgan Stanley
Morgan Stanley
New York
$1.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.09M
5
GCM
Ghisallo Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
51
Two Sigma Advisers
New York
$216K -$69.1K -8,500 -24%
WCA
52
Whetstone Capital Advisors
Kansas
$209K -$2.72M -334,950 -93%
Corient Private Wealth
53
Corient Private Wealth
Florida
$203K – – –
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$184K +$184K +22,614 New
CAN
55
Cetera Advisor Networks
California
$181K – – –
Barclays
56
Barclays
United Kingdom
$174K -$115K -14,253 -40%
AQR Capital Management
57
AQR Capital Management
Connecticut
$172K -$254K -31,229 -60%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$155K -$6.89K -847 -4%
Connor, Clark & Lunn Investment Management (CC&L)
59
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$154K +$154K +18,966 New
Legal & General Group
60
Legal & General Group
United Kingdom
$151K – – –
Millennium Management
61
Millennium Management
New York
$147K +$44.5K +5,469 +43%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$141K -$6.09K -749 -4%
Wells Fargo
63
Wells Fargo
California
$135K +$11K +1,349 +9%
Zurich Cantonal Bank
64
Zurich Cantonal Bank
Switzerland
$128K – – –
RJA
65
Raymond James & Associates
Florida
$123K +$123K +15,130 New
CS
66
Credit Suisse
Switzerland
$111K +$20.9K +2,569 +23%
MIM
67
MetLife Investment Management
New Jersey
$102K – – –
AIG
68
American International Group
New York
$92K +$707 +87 +0.8%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.4K +$520 +64 +0.6%
Deutsche Bank
70
Deutsche Bank
Germany
$80.8K -$50.6K -6,229 -39%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$68.2K +$68.2K +10,270 New
Baillie Gifford & Co
72
Baillie Gifford & Co
United Kingdom
$66.2K -$230K -28,312 -78%
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$52.4K +$52.4K +6,448 New
Citigroup
74
Citigroup
New York
$35.7K +$9.89K +1,217 +38%
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$29.3K – – –
1 2
3
4 5