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CS Disco

87 hedge funds and large institutions have $674M invested in CS Disco in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.42% less ownership

Funds ownership: 65.74%64.32% (-1.4%)

8% less funds holding

Funds holding: 9587 (-8)

11% less call options, than puts

Call options by funds: $936K | Put options by funds: $1.05M

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

48% less capital invested

Capital invested by funds: $1.29B → $674M (-$620M)

Holders
87
Holders Change
-8
Holders Change %
-8.42%
% of All Funds
1.47%
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
22
Closed
23
Calls
$936K
Puts
$1.05M
Net Calls
-$113K
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DMC
1
Deer Management Company
New York
$156M -$16.8M -651,273 -7%
SG
2
Stephens Group
Arkansas
$141M -$3.64M -141,371 -2%
DIG
3
Dragoneer Investment Group
California
$97.5M -$7.79M -302,379 -5%
BlackRock
4
BlackRock
New York
$46.4M +$7.88M +305,868 +13%
WA
5
Wasatch Advisors
Utah
$39.6M +$927K +35,976 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$36.5M +$13.6M +529,467 +35%
Norges Bank
7
Norges Bank
Norway
$32M
Franklin Resources
8
Franklin Resources
California
$26.4M +$7.65M +296,722 +25%
HRCM
9
Hood River Capital Management
Florida
$12.2M +$4.91M +190,323 +39%
PAMP
10
Polar Asset Management Partners
Ontario, Canada
$10.1M +$6.41M +248,800 +80%
UI
11
Untitled Investments
New York
$9.2M +$1.45M +56,313 +12%
NCGI
12
Next Century Growth Investors
Minnesota
$8.68M +$373K +14,453 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.82M +$1.07M +41,576 +11%
State Street
14
State Street
Massachusetts
$7.3M +$2.42M +93,912 +30%
Federated Hermes
15
Federated Hermes
Pennsylvania
$7.29M -$5.83M -226,004 -36%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$5.3M +$1.07M +41,664 +17%
Tudor Investment Corp
17
Tudor Investment Corp
Connecticut
$4.33M +$394K +15,305 +7%
Northern Trust
18
Northern Trust
Illinois
$3.23M +$1.31M +50,970 +40%
Charles Schwab
19
Charles Schwab
California
$1.98M +$308K +11,954 +12%
SPPAM
20
Summit Partners Public Asset Management
Massachusetts
$1.83M -$11.7M -454,156 -82%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$1.59M +$2.27M +88,237 New
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.45M
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$1.42M -$74.6K -2,893 -4%
Citadel Advisors
24
Citadel Advisors
Florida
$1.32M +$351K +13,627 +23%
N
25
Nuveen
North Carolina
$962K +$168K +6,507 +14%

LAW Hedge Fund Activity: Q2 2022 in Review

87 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CS Disco (LAW) for Q2 2022, worth a combined $674M — down 48% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of LAW and 17 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 38 added.

The largest buyer was Vanguard Group, adding an estimated $13.6M. The largest seller was Capital World Investors, exiting entirely with an estimated $23.1M sold.

  • 87 institutional investors held CS Disco (LAW) as of Q2 2022, down from 95 in Q1 2022.
  • Funds reported $674M of CS Disco stock for Q2 2022, down 48% quarter-over-quarter.
  • 17 funds opened new CS Disco positions in Q2 2022 and 23 closed out, a net change of -6 holders.
  • The largest CS Disco buyer in Q2 2022 was Vanguard Group, an estimated $13.6M added.
  • The largest CS Disco seller in Q2 2022 was Capital World Investors, an estimated $23.1M sold.

Based on aggregated 13F filings for Q2 2022.