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CS Disco

91 hedge funds and large institutions have $193M invested in CS Disco in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

0.04% more ownership

Funds ownership: 54.98%55.02% (+0.04%)

0% more funds holding

Funds holding: 9191 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less capital invested

Capital invested by funds: $197M → $193M (-$3.92M)

43% less call options, than puts

Call options by funds: $55K | Put options by funds: $97K

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
31
Reduced
25
Closed
11
Calls
$55K
Puts
$97K
Net Calls
-$42K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
76
Washington Trust Advisors
Massachusetts
$2.33K
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$1.53K +$943 +169 +186%
Osaic Holdings
78
Osaic Holdings
Arizona
$1.47K -$2.52K -452 -64%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$1.24K -$2.44K -438 -67%
CA
80
CoreCap Advisors
Michigan
$1.07K +$1.01K +182 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$1K +$848 +152 +281%
Group One Trading
82
Group One Trading
Illinois
$982
GI
83
GAMMA Investing
California
$953 -$2.31K -415 -72%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$388
SCM
85
Sterling Capital Management
North Carolina
$318 +$301 +54 New
S
86
SignatureFD
Georgia
$188
CPA
87
Capital Performance Advisors
California
$129 +$123 +22 New
FFA
88
Farther Finance Advisors
California
$47 +$45 +8 New
HNB
89
Huntington National Bank
Ohio
$12
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$6
BCP
91
Berylson Capital Partners
Massachusetts
-$1.68M -282,569 Closed
Swiss National Bank
92
Swiss National Bank
Switzerland
-$287K -48,100 Closed
Acadian Asset Management
93
Acadian Asset Management
Massachusetts
-$243K -40,855 Closed
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
-$94K -15,778 Closed
UBS AM
95
UBS AM
Illinois
-$81.6K -13,688 Closed
Mariner
96
Mariner
Kansas
-$80.1K -13,440 Closed
AQR Capital Management
97
AQR Capital Management
Connecticut
-$71.1K -11,933 Closed
LSA
98
Leonteq Securities AG
Switzerland
-$4.39K -737 Closed
QCG
99
Quadrant Capital Group
Ohio
-$1.01K -170 Closed
US Bancorp
100
US Bancorp
Minnesota
-$310 -52 Closed

LAW Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CS Disco (LAW) for Q3 2024, worth a combined $193M — down 2% from $197M a quarter earlier.

Fund positioning in LAW was balanced in Q3 2024: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 25 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $566K. The largest seller was Berylson Capital Partners, exiting entirely with an estimated $1.68M sold.

  • 91 institutional investors held CS Disco (LAW) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $193M of CS Disco stock for Q3 2024, down 2% quarter-over-quarter.
  • 11 funds opened new CS Disco positions in Q3 2024 and 11 closed out, a net change of 0 holders.
  • The largest CS Disco buyer in Q3 2024 was JP Morgan Chase, an estimated $566K added.
  • The largest CS Disco seller in Q3 2024 was Berylson Capital Partners, an estimated $1.68M sold.

Based on aggregated 13F filings for Q3 2024.