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CS Disco
LAW

Overview Fund Activity

86 hedge funds and large institutions have $361M invested in CS Disco in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
38
Reduced
17
Closed
17
Calls
$3.17M
Puts
$304K
Net Calls
+$2.87M
Net Calls Change
+$2.98M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$36.7M
2
Franklin Resources
2
Franklin Resources
California
$23.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$7.87M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.4M
5
SLG
5
Stanley-Laman Group
Pennsylvania
$1.81M

Top Sellers

1
DIG
1
Dragoneer Investment Group
California
$23.3M
2
HRCM
2
Hood River Capital Management
Florida
$0
3
NCGI
3
Next Century Growth Investors
Minnesota
$0
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$1.31M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$2K +$1.98K +203 +10,150%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$1K +$250 +13 +33%
BAM
78
Bellevue Asset Management
Washington
$1K +$391 +59 +64%
NFSG
79
Newbridge Financial Services Group
Florida
$1K +$1K +100 New
LC
80
Lindbrook Capital
California
$1K +$1K +130 New
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$660 – – –
HRCM
82
Hood River Capital Management
Florida
– -$12.2M -677,675 Closed
NCGI
83
Next Century Growth Investors
Minnesota
– -$8.68M -481,185 Closed
PCH
84
Polar Capital Holdings
United Kingdom
– -$6.04K -334,708 Closed
SPPAM
85
Summit Partners Public Asset Management
Massachusetts
– -$1.83M -101,472 Closed
Citadel Advisors
86
Citadel Advisors
Florida
– -$1.32M -73,054 Closed
TI
87
Trexquant Investment
Connecticut
– -$481K -26,659 Closed
Principal Financial Group
88
Principal Financial Group
Iowa
– -$378K -20,943 Closed
BAM
89
Blueshift Asset Management
New Jersey
– -$236K -13,104 Closed
SG
90
StepStone Group
California
– -$68K -3,743 Closed
PI
91
PEAK6 Investments
Illinois
– -$23.4K -2,849 Closed
CIG
92
Capricorn Investment Group
California
– -$28K -1,530 Closed
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
– -$12K -699 Closed
TWA
94
TCI Wealth Advisors
Arizona
– -$3K -174 Closed
DFCM
95
Dark Forest Capital Management
Puerto Rico
– -$2K -138 Closed
Group One Trading
96
Group One Trading
Illinois
– -$2K -86 Closed
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