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CS Disco
LAW

Overview Fund Activity

108 hedge funds and large institutions have $230M invested in CS Disco in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
+11
Holders Change %
+11.34%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
23
Reduced
34
Closed
10
Calls
$1.19M
Puts
$865K
Net Calls
+$322K
Net Calls Change
+$884K

Top Buyers

1
MC
1
Metavasi Capital
New York
$2.06M
2
LCM
2
Lakewood Capital Management
New York
$1.8M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.65M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.7M
5
FG
5
Formula Growth
Quebec, Canada
$2.66M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$197K
2
WA
2
Wasatch Advisors
Utah
$3.12M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Squarepoint
4
Squarepoint
New York
$74.2K
5
CIA
5
Capital Impact Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DMC
1
Deer Management Company
New York
$57.5M – – –
SG
2
Stephens Group
Arkansas
$51.8M – – –
SP
3
Solel Partners
Massachusetts
$20.4M – – –
Franklin Resources
4
Franklin Resources
California
$15.4M -$21.6K -3,259 -0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.7M +$1.05M +158,150 +9%
Norges Bank
6
Norges Bank
Norway
$11.8M – – –
BlackRock
7
BlackRock
New York
$10.6M -$262K -39,471 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.14M +$523K +78,681 +20%
WA
9
Wasatch Advisors
Utah
$3.12M -$1.25M -187,642 -29%
State Street
10
State Street
Massachusetts
$2.82M -$58.4K -8,794 -2%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$2.66M -$74.6K -11,236 -3%
FG
12
Formula Growth
Quebec, Canada
$2.66M +$996K +150,000 +60%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$2.49M +$84.9K +12,785 +4%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$2.47M -$305K -45,979 -11%
WCA
15
Whetstone Capital Advisors
Kansas
$2.39M +$471K +70,917 +24%
MC
16
Metavasi Capital
New York
$2.06M +$2.06M +309,996 New
LCM
17
Lakewood Capital Management
New York
$1.8M +$1.8M +271,420 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.73M +$350K +52,714 +25%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.65M +$1.12M +168,117 +211%
Tudor Investment Corp
20
Tudor Investment Corp
Connecticut
$1.54M -$23.3K -3,516 -1%
CI
21
Ceera Investments
Texas
$1.51M +$704K +106,097 +87%
Northern Trust
22
Northern Trust
Illinois
$1.39M +$123K +18,546 +10%
UBS Group
23
UBS Group
Switzerland
$1.25M -$6.96K -1,048 -0.6%
Charles Schwab
24
Charles Schwab
California
$1.2M +$235K +35,382 +24%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$945K – – –
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