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CS Disco
LAW

Overview Fund Activity

98 hedge funds and large institutions have $171M invested in CS Disco in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+8
Holders Change %
+8.89%
% 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
22
Increased
28
Reduced
29
Closed
13
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$44K

Top Buyers

1
GCP
1
GSA Capital Partners
United Kingdom
$1.04M
2
FG
2
Formula Growth
Quebec, Canada
$3.74M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$746K
4
Citadel Advisors
4
Citadel Advisors
Florida
$714K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.36M

Top Sellers

1
SP
1
Solel Partners
Massachusetts
$5.73M
2
CI
2
Ceera Investments
Texas
$0
3
Franklin Resources
3
Franklin Resources
California
$7.85M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$3.8M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMC
1
Deer Management Company
New York
$43.2M – – –
SG
2
Stephens Group
Arkansas
$38.9M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.76M +$35.5K +7,112 +0.4%
BlackRock
4
BlackRock
New York
$9.62M +$112K +22,453 +1%
TCM
5
Topline Capital Management
California
$9.53M +$9.53M +1,909,829 New
Norges Bank
6
Norges Bank
Norway
$8.85M +$8.85M +1,774,256 New
Franklin Resources
7
Franklin Resources
California
$7.85M -$1.08M -217,121 -12%
SP
8
Solel Partners
Massachusetts
$5.73M -$1.71M -343,547 -23%
LCM
9
Lakewood Capital Management
New York
$5.07M +$250K +50,000 +5%
ACH
10
ArrowMark Colorado Holdings
Colorado
$3.8M -$966K -193,672 -20%
FG
11
Formula Growth
Quebec, Canada
$3.74M +$699K +140,000 +23%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$3.63M +$208K +41,631 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.98M -$25.3K -5,067 -0.8%
State Street
14
State Street
Massachusetts
$2.61M +$74K +14,823 +3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$1.36M +$367K +73,504 +37%
Northern Trust
16
Northern Trust
Illinois
$1.29M +$73.3K +14,681 +6%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$1.09M -$421K -84,313 -28%
GCP
18
GSA Capital Partners
United Kingdom
$1.04M +$861K +172,439 +490%
Charles Schwab
19
Charles Schwab
California
$1.02M -$74.6K -14,956 -7%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$746K +$612K +122,703 +457%
Citadel Advisors
21
Citadel Advisors
Florida
$714K +$532K +106,696 +293%
Bank of America
22
Bank of America
North Carolina
$667K -$40.8K -8,177 -6%
UBS Group
23
UBS Group
Switzerland
$605K -$44.7K -8,956 -7%
Goldman Sachs
24
Goldman Sachs
New York
$487K +$75.6K +15,148 +18%
Morgan Stanley
25
Morgan Stanley
New York
$455K -$149K -29,919 -25%
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