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CS Disco
LAW

Overview Fund Activity

90 hedge funds and large institutions have $182M invested in CS Disco in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
31
Reduced
25
Closed
11
Calls
$55K
Puts
$97K
Net Calls
-$42K
Net Calls Change
+$38K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.17M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$5.61M
3
FG
3
Formula Growth
Quebec, Canada
$3.59M
4
MGIA
4
Matthew Goff Investment Advisor
Texas
$356K
5
Bank of America
5
Bank of America
North Carolina
$834K

Top Sellers

1
BCP
1
Berylson Capital Partners
Massachusetts
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$72.9K
3
BlackRock
3
BlackRock
New York
$11.2M
4
AG
4
Algert Global
California
$81K
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$419K
Name Holding Trade Value Shares
Change 		Shares
Change %
DMC
1
Deer Management Company
New York
$50.9M – – –
SG
2
Stephens Group
Arkansas
$45.8M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.5M +$20.5K +3,482 +0.2%
BlackRock
4
BlackRock
New York
$11.2M -$592K -100,761 -5%
Franklin Resources
5
Franklin Resources
California
$10.7M +$205K +34,351 +2%
SP
6
Solel Partners
Massachusetts
$8.77M -$8.82K -1,500 -0.1%
LCM
7
Lakewood Capital Management
New York
$5.68M – – –
ACH
8
ArrowMark Colorado Holdings
Colorado
$5.61M +$473K +80,496 +9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$4.03M +$112K +19,124 +3%
FG
10
Formula Growth
Quebec, Canada
$3.59M +$412K +70,000 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.54M -$39.3K -6,677 -1%
State Street
12
State Street
Massachusetts
$2.98M +$11.7K +1,995 +0.4%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$1.78M -$210K -35,740 -11%
CI
14
Ceera Investments
Texas
$1.53M – – –
Northern Trust
15
Northern Trust
Illinois
$1.43M +$211K +35,877 +17%
Charles Schwab
16
Charles Schwab
California
$1.29M +$44.4K +7,551 +4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.17M +$596K +101,391 +104%
Bank of America
18
Bank of America
North Carolina
$834K +$218K +37,115 +35%
UBS Group
19
UBS Group
Switzerland
$765K -$18.6K -3,160 -2%
Morgan Stanley
20
Morgan Stanley
New York
$712K +$213K +36,220 +43%
M&T Bank
21
M&T Bank
New York
$606K +$97.3K +16,535 +19%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$597K -$110K -18,678 -16%
Goldman Sachs
23
Goldman Sachs
New York
$485K +$140K +23,806 +41%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$419K -$368K -62,648 -47%
SPA
25
Sherbrooke Park Advisers
New York
$411K +$161K +27,404 +64%
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