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CS Disco

98 hedge funds and large institutions have $281M invested in CS Disco in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more capital invested

Capital invested by funds: $222M → $281M (+$59M)

1.09% more ownership

Funds ownership: 56.14%57.23% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

10% less funds holding

Funds holding: 10998 (-11)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

67% less call options, than puts

Call options by funds: $280K | Put options by funds: $842K

Holders
98
Holders Change
-11
Holders Change %
-10.09%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
32
Reduced
32
Closed
23
Calls
$280K
Puts
$842K
Net Calls
-$562K
Net Calls Change
-$773K
Name Holding Trade Value Shares
Change
Change in
Stake
DMC
1
Deer Management Company
New York
$71.1M
SG
2
Stephens Group
Arkansas
$64.1M
SP
3
Solel Partners
Massachusetts
$25.2M +$4.03M +587,648 +24%
Franklin Resources
4
Franklin Resources
California
$19.1M +$9.21K +1,343 +0.1%
Norges Bank
5
Norges Bank
Norway
$14.6M
Vanguard Group
6
Vanguard Group
Pennsylvania
$14.4M -$1.51M -220,744 -11%
BlackRock
7
BlackRock
New York
$13.4M +$2.13M +311,249 +24%
WA
8
Wasatch Advisors
Utah
$5.4M +$1.73M +252,277 +62%
State Street
9
State Street
Massachusetts
$3.57M +$208K +30,399 +8%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$3.43M -$54.5K -7,940 -2%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$3.39M -$739K -107,751 -21%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.24M +$129K +18,783 +5%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$2.98M +$210K +30,674 +9%
Millennium Management
14
Millennium Management
New York
$2.85M -$74.1K -10,805 -3%
WCA
15
Whetstone Capital Advisors
Kansas
$2.38M +$1.43M +208,045 +255%
FG
16
Formula Growth
Quebec, Canada
$2.06M
Tudor Investment Corp
17
Tudor Investment Corp
Connecticut
$1.94M -$32.5K -4,743 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.71M +$728K +106,144 +104%
Northern Trust
19
Northern Trust
Illinois
$1.57M -$66.9K -9,750 -5%
UBS Group
20
UBS Group
Switzerland
$1.55M +$612K +89,186 +89%
Morgan Stanley
21
Morgan Stanley
New York
$1.37M -$28K -4,086 -2%
Charles Schwab
22
Charles Schwab
California
$1.19M +$28.5K +4,156 +3%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$1.17M +$976K +142,371 New
Renaissance Technologies
24
Renaissance Technologies
New York
$1.12M -$656K -95,700 -41%
Squarepoint
25
Squarepoint
New York
$1.02M +$52.9K +7,706 +7%

LAW Hedge Fund Activity: Q2 2023 in Review

98 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CS Disco (LAW) for Q2 2023, worth a combined $281M — up 27% from $222M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of LAW and 12 opened new positions — a net loss of 11 holders — while 32 trimmed existing stakes and 32 added.

The largest buyer was Solel Partners, adding an estimated $4.03M. The largest seller was Vanguard Group, cutting an estimated $1.51M.

  • 98 institutional investors held CS Disco (LAW) as of Q2 2023, down from 109 in Q1 2023.
  • Funds reported $281M of CS Disco stock for Q2 2023, up 27% quarter-over-quarter.
  • 12 funds opened new CS Disco positions in Q2 2023 and 23 closed out, a net change of -11 holders.
  • The largest CS Disco buyer in Q2 2023 was Solel Partners, an estimated $4.03M added.
  • The largest CS Disco seller in Q2 2023 was Vanguard Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q2 2023.