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CS Disco
LAW

Overview Fund Activity

90 hedge funds and large institutions have $197M invested in CS Disco in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
90
Holders Change
-9
Holders Change %
-9.09%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
35
Reduced
28
Closed
18
Calls
$30K
Puts
$110K
Net Calls
-$80K
Net Calls Change
-$343K

Top Buyers

1
BlackRock
1
BlackRock
New York
$12M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.97M
3
LCM
3
Lakewood Capital Management
New York
$5.76M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$868K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.63M

Top Sellers

1
SP
1
Solel Partners
Massachusetts
$8.9M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$5
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$243K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$716K
5
GCP
5
GSA Capital Partners
United Kingdom
$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
DMC
1
Deer Management Company
New York
$51.6M – – –
SG
2
Stephens Group
Arkansas
$46.5M – – –
BlackRock
3
BlackRock
New York
$12M +$2.01M +336,906 +20%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.6M -$507K -85,059 -4%
Norges Bank
5
Norges Bank
Norway
$10.6M – – –
Franklin Resources
6
Franklin Resources
California
$10.5M -$226K -37,970 -2%
SP
7
Solel Partners
Massachusetts
$8.9M -$11M -1,848,527 -55%
LCM
8
Lakewood Capital Management
New York
$5.76M +$913K +153,120 +19%
ACH
9
ArrowMark Colorado Holdings
Colorado
$5.21M +$179K +30,046 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$3.97M +$1.02M +170,496 +34%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.63M +$485K +81,299 +15%
FG
12
Formula Growth
Quebec, Canada
$3.22M +$238K +40,000 +8%
State Street
13
State Street
Massachusetts
$3.01M +$79.6K +13,349 +3%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$2.02M -$50.5K -8,481 -2%
BCP
15
Berylson Capital Partners
Massachusetts
$1.68M – – –
CI
16
Ceera Investments
Texas
$1.55M – – –
Charles Schwab
17
Charles Schwab
California
$1.26M +$289K +48,414 +30%
Northern Trust
18
Northern Trust
Illinois
$1.24M -$17.9K -3,010 -1%
Renaissance Technologies
19
Renaissance Technologies
New York
$868K +$567K +95,200 +189%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$798K -$732K -122,840 -48%
UBS Group
21
UBS Group
Switzerland
$794K -$182K -30,493 -19%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$716K -$1.21M -202,284 -63%
Bank of America
23
Bank of America
North Carolina
$624K +$138K +23,139 +28%
AG
24
Algert Global
California
$599K +$157K +26,293 +35%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$580K +$295K +49,520 +104%
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