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CS Disco
LAW

Overview Fund Activity

98 hedge funds and large institutions have $271M invested in CS Disco in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-10
Holders Change %
-9.26%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
35
Reduced
28
Closed
24
Calls
$663K
Puts
$2K
Net Calls
+$661K
Net Calls Change
+$339K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$4.94M
2
LCM
2
Lakewood Capital Management
New York
$5.21M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.19M
4
SP
4
Solel Partners
Massachusetts
$25.4M
5
BCP
5
Berylson Capital Partners
Massachusetts
$2.14M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
MC
2
Metavasi Capital
New York
$0
3
CI
3
Ceera Investments
Texas
$127K
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMC
1
Deer Management Company
New York
$65.7M – – –
SG
2
Stephens Group
Arkansas
$59.2M – – –
SP
3
Solel Partners
Massachusetts
$25.4M +$2.05M +270,660 +9%
Franklin Resources
4
Franklin Resources
California
$17.6M -$20.9K -2,751 -0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.8M +$269K +35,502 +2%
Norges Bank
6
Norges Bank
Norway
$13.5M – – –
BlackRock
7
BlackRock
New York
$12.8M +$715K +94,207 +6%
LCM
8
Lakewood Capital Management
New York
$5.21M +$3.15M +415,141 +153%
ACH
9
ArrowMark Colorado Holdings
Colorado
$4.94M +$4.94M +650,982 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.93M +$341K +44,925 +9%
FG
11
Formula Growth
Quebec, Canada
$3.8M +$759K +100,000 +25%
State Street
12
State Street
Massachusetts
$3.56M +$333K +43,816 +10%
Morgan Stanley
13
Morgan Stanley
New York
$3.19M +$2.13M +281,037 +202%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$3.14M +$1.26M +166,190 +67%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$2.79M -$27.9K -3,671 -1%
WCA
16
Whetstone Capital Advisors
Kansas
$2.74M +$2.03K +268 +0.1%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$2.56M -$294K -38,781 -10%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$2.34M -$711K -93,657 -23%
BCP
19
Berylson Capital Partners
Massachusetts
$2.14M +$1.74M +228,669 +424%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.13M +$145K +19,130 +7%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$1.68M +$601K +79,208 +56%
Northern Trust
22
Northern Trust
Illinois
$1.65M +$59.5K +7,836 +4%
GCP
23
GSA Capital Partners
United Kingdom
$1.48M +$949K +125,018 +177%
Charles Schwab
24
Charles Schwab
California
$1.36M -$12K -1,585 -0.9%
UBS Group
25
UBS Group
Switzerland
$1.09M -$342K -45,050 -24%
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