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CS Disco
LAW

Overview Fund Activity

99 hedge funds and large institutions have $288M invested in CS Disco in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
32
Reduced
31
Closed
10
Calls
$283K
Puts
$20K
Net Calls
+$263K
Net Calls Change
-$398K

Top Buyers

1
CI
Ceera Investments
Texas
$2.11M
2
ACH
ArrowMark Colorado Holdings
Colorado
$6.86M
3
LCM
Lakewood Capital Management
New York
$6.61M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$2.69M
5
Vanguard Group
Vanguard Group
Pennsylvania
$16.5M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$14.6M
2
WCA
Whetstone Capital Advisors
Kansas
$209K
3
Morgan Stanley
Morgan Stanley
New York
$1.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.09M
5
GCM
Ghisallo Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DMC
1
Deer Management Company
New York
$70.3M – – –
SG
2
Stephens Group
Arkansas
$63.4M – – –
SP
3
Solel Partners
Massachusetts
$27.2M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.5M +$671K +82,549 +4%
Franklin Resources
5
Franklin Resources
California
$14.6M -$4.29M -527,393 -23%
Norges Bank
6
Norges Bank
Norway
$14.4M – – –
BlackRock
7
BlackRock
New York
$13.6M -$160K -19,686 -1%
ACH
8
ArrowMark Colorado Holdings
Colorado
$6.86M +$1.57M +192,804 +30%
LCM
9
Lakewood Capital Management
New York
$6.61M +$1.03M +126,850 +18%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.29M +$80.1K +9,853 +2%
FG
11
Formula Growth
Quebec, Canada
$4.07M – – –
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$4.03M +$666K +81,918 +20%
State Street
13
State Street
Massachusetts
$4M +$187K +23,029 +5%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$2.83M -$162K -19,939 -5%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$2.69M +$914K +114,008 +51%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.62M +$343K +42,235 +15%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$2.41M -$95.1K -11,711 -4%
BCP
18
Berylson Capital Partners
Massachusetts
$2.3M – – –
CI
19
Ceera Investments
Texas
$2.11M +$1.97M +242,700 +1,451%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$2.09M -$652K -80,137 -24%
Northern Trust
21
Northern Trust
Illinois
$1.71M -$58K -7,140 -3%
GCP
22
GSA Capital Partners
United Kingdom
$1.53M -$59.7K -7,335 -4%
Morgan Stanley
23
Morgan Stanley
New York
$1.5M -$1.91M -234,881 -56%
UBS Group
24
UBS Group
Switzerland
$1.33M +$169K +20,762 +15%
Charles Schwab
25
Charles Schwab
California
$1.33M -$127K -15,682 -9%
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