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CS Disco

79 hedge funds and large institutions have $1.33B invested in CS Disco in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,585% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $308K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20.26% more ownership

Funds ownership: 44.61%64.87% (+20%)

14% more capital invested

Capital invested by funds: $1.17B → $1.33B (+$161M)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

10% less funds holding

Funds holding: 8879 (-9)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

Holders
79
Holders Change
-9
Holders Change %
-10.23%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
23
Reduced
23
Closed
31
Calls
$11.4M
Puts
$308K
Net Calls
+$11M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
DMC
1
Deer Management Company
New York
$356M +$442M +9,955,372 New
SG
2
Stephens Group
Arkansas
$323M +$401M +9,040,384 New
DIG
3
Dragoneer Investment Group
California
$122M +$112M +2,517,885 +277%
Norges Bank
4
Norges Bank
Norway
$82.8M +$28.9M +652,386 +39%
WA
5
Wasatch Advisors
Utah
$72.4M -$2.51M -56,633 -3%
BlackRock
6
BlackRock
New York
$69.1M -$1.44M -32,367 -2%
Franklin Resources
7
Franklin Resources
California
$60.3M +$44.3M +997,760 +145%
Vanguard Group
8
Vanguard Group
Pennsylvania
$44.2M -$44.9K -1,012 -0.1%
Federated Hermes
9
Federated Hermes
Pennsylvania
$28.9M +$4.56M +102,740 +15%
Capital World Investors
10
Capital World Investors
California
$17.9M +$7.35M +165,578 +50%
HRCM
11
Hood River Capital Management
Florida
$17.1M +$8.01M +180,559 +61%
UI
12
Untitled Investments
New York
$15.6M +$19.3M +435,281 New
NCGI
13
Next Century Growth Investors
Minnesota
$12.7M +$10.3M +231,293 +186%
SPPAM
14
Summit Partners Public Asset Management
Massachusetts
$8.89M -$9.35M -210,805 -46%
Tudor Investment Corp
15
Tudor Investment Corp
Connecticut
$8.83M -$115K -2,588 -1%
PAMP
16
Polar Asset Management Partners
Ontario, Canada
$8.3M +$10.3M +232,200 New
State Street
17
State Street
Massachusetts
$8.3M +$2.8M +63,124 +37%
GCM
18
Ghisallo Capital Management
Massachusetts
$7.51M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$6.85M -$197K -4,446 -2%
Hudson Bay Capital Management
20
Hudson Bay Capital Management
Connecticut
$6.32M +$7.84M +176,782 New
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$6.26M +$665K +15,000 +9%
GGHC
22
Gilder Gagnon Howe & Co
New York
$3.74M +$291K +6,564 +7%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$3.59M +$2.5M +56,327 +128%
CM
24
Crestline Management
Texas
$3.34M +$4.15M +93,522 New
Ameriprise
25
Ameriprise
Minnesota
$3.28M -$24K -541 -0.6%

LAW Hedge Fund Activity: Q4 2021 in Review

79 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CS Disco (LAW) for Q4 2021, worth a combined $1.33B — up 14% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LAW and 24 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 23 added.

The largest buyer was Dragoneer Investment Group, adding an estimated $112M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $17.1M sold.

  • 79 institutional investors held CS Disco (LAW) as of Q4 2021, down from 88 in Q3 2021.
  • Funds reported $1.33B of CS Disco stock for Q4 2021, up 14% quarter-over-quarter.
  • 24 funds opened new CS Disco positions in Q4 2021 and 31 closed out, a net change of -7 holders.
  • The largest CS Disco buyer in Q4 2021 was Dragoneer Investment Group, an estimated $112M added.
  • The largest CS Disco seller in Q4 2021 was Whale Rock Capital Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2021.