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CS Disco
LAW

Overview Fund Activity

90 hedge funds and large institutions have $182M 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
Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
1.3%
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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.17M
2
ACH
ArrowMark Colorado Holdings
Colorado
$5.61M
3
FG
Formula Growth
Quebec, Canada
$3.59M
4
MGIA
Matthew Goff Investment Advisor
Texas
$356K
5
Bank of America
Bank of America
North Carolina
$834K

Top Sellers

1
BCP
Berylson Capital Partners
Massachusetts
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$72.9K
3
BlackRock
BlackRock
New York
$11.2M
4
AG
Algert Global
California
$81K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$419K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$1.53K +$994 +169 +186%
Osaic Holdings
77
Osaic Holdings
Arizona
$1.47K -$2.66K -452 -64%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$1.24K -$2.58K -438 -67%
CA
79
CoreCap Advisors
Michigan
$1.07K +$1.07K +182 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$1K +$738 +152 +281%
Group One Trading
81
Group One Trading
Illinois
$982 – – –
GI
82
GAMMA Investing
California
$953 -$2.44K -415 -72%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$388 – – –
SCM
84
Sterling Capital Management
North Carolina
$318 +$318 +54 New
S
85
SignatureFD
Georgia
$188 – – –
CPA
86
Capital Performance Advisors
California
$129 +$129 +22 New
FFA
87
Farther Finance Advisors
California
$47 +$47 +8 New
HNB
88
Huntington National Bank
Ohio
$12 – – –
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$6 – – –
Norges Bank
90
Norges Bank
Norway
– -$10.6M -1,774,256 Closed
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
QCG
98
Quadrant Capital Group
Ohio
– -$1.01K -170 Closed
US Bancorp
99
US Bancorp
Minnesota
– -$310 -52 Closed
RIL
100
Rothschild Investment LLC
Illinois
– -$89 -15 Closed
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