DFIN icon

Donnelley Financial Solutions
DFIN

Overview Fund Activity

213 hedge funds and large institutions have $1.48B invested in Donnelley Financial Solutions in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 100 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
22
Increased
53
Reduced
100
Closed
19
Calls
$349K
Puts
$754K
Net Calls
-$405K
Net Calls Change
-$323K

Top Buyers

1
Invesco
1
Invesco
Georgia
$42.4M
2
BTW
2
Boston Trust Walden
Massachusetts
$25.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.78M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$6.51M
5
CM
5
Castleark Management
Illinois
$3.77M

Top Sellers

1
SCM
1
Simcoe Capital Management
New York
$171M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$32.6M
3
TCM
3
Tensile Capital Management
California
$22.4M
4
MVP
4
Medina Value Partners
California
$0
5
LSV Asset Management
5
LSV Asset Management
Illinois
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
226
Arlington Partners
Alabama
– -$126K -2,775 Closed
Lazard Asset Management
227
Lazard Asset Management
New York
– -$120K -2,657 Closed
CMF
228
Counterpoint Mutual Funds
California
– -$91.4K -2,008 Closed
PI
229
PineBridge Investments
New York
– -$29.8K -654 Closed
RI
230
Ridgewood Investments
New Jersey
– -$14.6K -320 Closed
NA
231
NewEdge Advisors
Louisiana
– -$3.92K -86 Closed
YAL
232
Your Advocates Ltd
Texas
– -$1.37K -30 Closed
6 7 8 9
10