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CS Disco

102 hedge funds and large institutions have $214M invested in CS Disco in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

801% more call options, than puts

Call options by funds: $901K | Put options by funds: $100K

124% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 17

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

17% more funds holding

Funds holding: 87102 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.13% less ownership

Funds ownership: 61.52%57.39% (-4.1%)

41% less capital invested

Capital invested by funds: $361M → $214M (-$147M)

Holders
102
Holders Change
+15
Holders Change %
+17.24%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
38
Reduced
17
Closed
16
Calls
$901K
Puts
$100K
Net Calls
+$801K
Net Calls Change
-$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
DMC
1
Deer Management Company
New York
$54.7M
SG
2
Stephens Group
Arkansas
$49.3M
Franklin Resources
3
Franklin Resources
California
$14.7M -$118K -13,814 -0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.5M +$484K +56,705 +3%
BlackRock
5
BlackRock
New York
$14M -$3.48M -407,075 -16%
DIG
6
Dragoneer Investment Group
California
$11.7M -$4.15M -485,880 -21%
WA
7
Wasatch Advisors
Utah
$11.4M -$16M -1,870,756 -51%
Norges Bank
8
Norges Bank
Norway
$11.2M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$4.97M -$8.51K -996 -0.1%
State Street
10
State Street
Massachusetts
$2.42M +$78.9K +9,242 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.27M +$140K +16,371 +5%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$1.87M +$2.43M +284,326 +2,367%
Tudor Investment Corp
13
Tudor Investment Corp
Connecticut
$1.73M +$156K +18,309 +7%
Renaissance Technologies
14
Renaissance Technologies
New York
$1.19M +$1.06M +124,498 +196%
Northern Trust
15
Northern Trust
Illinois
$1.16M +$43.7K +5,113 +3%
Morgan Stanley
16
Morgan Stanley
New York
$1.11M +$340K +39,837 +29%
Millennium Management
17
Millennium Management
New York
$1.06M +$1.43M +167,818 New
SLG
18
Stanley-Laman Group
Pennsylvania
$988K -$213K -24,920 -14%
Squarepoint
19
Squarepoint
New York
$908K +$134K +15,646 +12%
Charles Schwab
20
Charles Schwab
California
$886K +$9.49K +1,111 +0.8%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$773K +$1.04M +122,262 New
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$631K +$4.51K +528 +0.5%
CI
23
Ceera Investments
Texas
$593K +$801K +93,825 New
JP Morgan Chase
24
JP Morgan Chase
New York
$519K +$542K +63,470 +342%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$466K +$631K +73,855 New

LAW Hedge Fund Activity: Q4 2022 in Review

102 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CS Disco (LAW) for Q4 2022, worth a combined $214M — down 41% from $361M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LAW positions and 16 closed out — a net gain of 16 holders — while 38 added to existing stakes and 17 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $2.43M. The largest seller was Wasatch Advisors, cutting an estimated $16M.

  • 102 institutional investors held CS Disco (LAW) as of Q4 2022, up from 87 in Q3 2022.
  • Funds reported $214M of CS Disco stock for Q4 2022, down 41% quarter-over-quarter.
  • 32 funds opened new CS Disco positions in Q4 2022 and 16 closed out, a net change of +16 holders.
  • The largest CS Disco buyer in Q4 2022 was D.E. Shaw & Co, an estimated $2.43M added.
  • The largest CS Disco seller in Q4 2022 was Wasatch Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2022.