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CS Disco
LAW

Overview Fund Activity

97 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, 31 reducing their positions, and 23 closing their positions.

Holders
97
Holders Change
-11
Holders Change %
-10.19%
% of All Funds
1.53%
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
31
Closed
23
Calls
$280K
Puts
$842K
Net Calls
-$562K
Net Calls Change
-$773K

Top Buyers

1
SP
1
Solel Partners
Massachusetts
$25.2M
2
BlackRock
2
BlackRock
New York
$13.4M
3
WA
3
Wasatch Advisors
Utah
$5.4M
4
WCA
4
Whetstone Capital Advisors
Kansas
$2.38M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$1.17M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.4M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$3.39M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.12M
4
CF
4
Cantor Fitzgerald
New York
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DMC
1
Deer Management Company
New York
$71.1M 8,652,826 – –
SG
2
Stephens Group
Arkansas
$64.1M 7,796,632 – –
SP
3
Solel Partners
Massachusetts
$25.2M 3,071,648 +587,648 +24%
Franklin Resources
4
Franklin Resources
California
$19.1M 2,327,952 +1,343 +0.1%
Norges Bank
5
Norges Bank
Norway
$14.6M 1,774,256 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$14.4M 1,755,056 -220,744 -11%
BlackRock
7
BlackRock
New York
$13.4M 1,634,176 +311,249 +24%
WA
8
Wasatch Advisors
Utah
$5.4M 657,144 +252,277 +62%
State Street
9
State Street
Massachusetts
$3.57M 434,231 +30,399 +8%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$3.43M 417,344 -7,940 -2%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$3.39M 412,659 -107,751 -21%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.24M 394,618 +18,783 +5%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$2.98M 362,940 +30,674 +9%
Millennium Management
14
Millennium Management
New York
$2.85M 347,058 -10,805 -3%
WCA
15
Whetstone Capital Advisors
Kansas
$2.38M 289,481 +208,045 +255%
FG
16
Formula Growth
Quebec, Canada
$2.06M 250,000 – –
Tudor Investment Corp
17
Tudor Investment Corp
Connecticut
$1.94M 235,767 -4,743 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.71M 208,382 +106,144 +104%
Northern Trust
19
Northern Trust
Illinois
$1.57M 191,438 -9,750 -5%
UBS Group
20
UBS Group
Switzerland
$1.55M 189,113 +89,186 +89%
Morgan Stanley
21
Morgan Stanley
New York
$1.37M 166,455 -4,086 -2%
Charles Schwab
22
Charles Schwab
California
$1.19M 144,910 +4,156 +3%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$1.17M 142,371 +142,371 New
Renaissance Technologies
24
Renaissance Technologies
New York
$1.12M 136,400 -95,700 -41%
Squarepoint
25
Squarepoint
New York
$1.02M 123,741 +7,706 +7%
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