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CS Disco
LAW

Overview Fund Activity

108 hedge funds and large institutions have $222M invested in CS Disco in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
43
Reduced
24
Closed
17
Calls
$834K
Puts
$623K
Net Calls
+$211K
Net Calls Change
-$590K

Top Buyers

1
SP
Solel Partners
Massachusetts
$16.5M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$3.45M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.82M
4
FG
Formula Growth
Quebec, Canada
$1.66M
5
Millennium Management
Millennium Management
New York
$2.38M

Top Sellers

1
DIG
Dragoneer Investment Group
California
$0
2
WA
Wasatch Advisors
Utah
$2.69M
3
BlackRock
BlackRock
New York
$8.78M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$679K
5
Vanguard Group
Vanguard Group
Pennsylvania
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
76
AXQ Capital
New Jersey
$68.3K +$68.3K +10,287 New
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$68.2K – – –
E
78
Ergoteles
New York
$67.6K +$67.6K +10,188 New
TRCT
79
Tower Research Capital (TRC)
New York
$54K +$44.9K +6,784 +492%
Simplex Trading
80
Simplex Trading
Illinois
$41K +$39K +5,905 +1,975%
Zurich Cantonal Bank
81
Zurich Cantonal Bank
Switzerland
$36K – – –
VWM
82
Venturi Wealth Management
Texas
$33.2K +$33.2K +5,000 New
Bessemer Group
83
Bessemer Group
New Jersey
$30K – – –
Legal & General Group
84
Legal & General Group
United Kingdom
$23.7K -$19.2K -2,894 -45%
AB
85
Amalgamated Bank
New York
$21K -$2.93K -437 -12%
QCG
86
Quadrant Capital Group
Ohio
$19.9K +$19.1K +2,883 +2,485%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$19.1K +$5.78K +871 +43%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$18K -$15.5K -2,374 -46%
AIP
89
Ameritas Investment Partners
Nebraska
$11.1K – – –
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$9.38K -$1.04K -156 -10%
ACM
91
Aquatic Capital Management
Illinois
$5K -$51.9K -8,300 -91%
US Bancorp
92
US Bancorp
Minnesota
$4.33K -$1.12K -168 -20%
LC
93
Lindbrook Capital
California
$3.99K -$153 -23 -4%
Citigroup
94
Citigroup
New York
$3.96K +$511 +77 +15%
S
95
SignatureFD
Georgia
$3.33K +$1.88K +283 +129%
ASN
96
Advisory Services Network
Georgia
$3.32K -$3.32K -500 -50%
WTA
97
Washington Trust Advisors
Massachusetts
$2.64K – – –
BAM
98
Bellevue Asset Management
Washington
$1K +$1K +151 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$1K -$278 -25 -22%
PA
100
Parallel Advisors
California
$976 +$837 +126 +600%
1 2 3
4
5