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CS Disco

91 hedge funds and large institutions have $193M 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.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

0.04% more ownership

Funds ownership: 54.98%55.02% (+0.04%)

0% more funds holding

Funds holding: 9191 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less capital invested

Capital invested by funds: $197M → $193M (-$3.92M)

43% less call options, than puts

Call options by funds: $55K | Put options by funds: $97K

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.31%
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
Name Holding Trade Value Shares
Change
Change in
Stake
DMC
1
Deer Management Company
New York
$50.9M
SG
2
Stephens Group
Arkansas
$45.8M
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.5M +$19.4K +3,482 +0.2%
BlackRock
4
BlackRock
New York
$11.2M -$562K -100,761 -5%
Franklin Resources
5
Franklin Resources
California
$10.7M +$192K +34,351 +2%
Norges Bank
6
Norges Bank
Norway
$10.4M
SP
7
Solel Partners
Massachusetts
$8.77M -$8.37K -1,500 -0.1%
LCM
8
Lakewood Capital Management
New York
$5.68M
ACH
9
ArrowMark Colorado Holdings
Colorado
$5.61M +$449K +80,496 +9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.03M +$107K +19,124 +3%
FG
11
Formula Growth
Quebec, Canada
$3.59M +$390K +70,000 +13%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.54M -$37.2K -6,677 -1%
State Street
13
State Street
Massachusetts
$2.98M +$11.1K +1,995 +0.4%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$1.78M -$199K -35,740 -11%
CI
15
Ceera Investments
Texas
$1.53M
Northern Trust
16
Northern Trust
Illinois
$1.43M +$200K +35,877 +17%
Charles Schwab
17
Charles Schwab
California
$1.29M +$42.1K +7,551 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.17M +$566K +101,391 +104%
Bank of America
19
Bank of America
North Carolina
$834K +$207K +37,115 +35%
UBS Group
20
UBS Group
Switzerland
$765K -$17.6K -3,160 -2%
Morgan Stanley
21
Morgan Stanley
New York
$712K +$202K +36,220 +43%
M&T Bank
22
M&T Bank
New York
$606K +$92.2K +16,535 +19%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$597K -$104K -18,678 -16%
Goldman Sachs
24
Goldman Sachs
New York
$485K +$133K +23,806 +41%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$419K -$349K -62,648 -47%

LAW Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CS Disco (LAW) for Q3 2024, worth a combined $193M — down 2% from $197M a quarter earlier.

Fund positioning in LAW was balanced in Q3 2024: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 25 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $566K. The largest seller was Berylson Capital Partners, exiting entirely with an estimated $1.68M sold.

  • 91 institutional investors held CS Disco (LAW) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $193M of CS Disco stock for Q3 2024, down 2% quarter-over-quarter.
  • 11 funds opened new CS Disco positions in Q3 2024 and 11 closed out, a net change of 0 holders.
  • The largest CS Disco buyer in Q3 2024 was JP Morgan Chase, an estimated $566K added.
  • The largest CS Disco seller in Q3 2024 was Berylson Capital Partners, an estimated $1.68M sold.

Based on aggregated 13F filings for Q3 2024.