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Donnelley Financial Solutions
DFIN

Overview Fund Activity

246 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+24
Holders Change %
+10.81%
% of All Funds
3.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
40
Increased
80
Reduced
86
Closed
16
Calls
$1.76M
Puts
$2.44M
Net Calls
-$688K
Net Calls Change
-$694K

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$127M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$20.4M
3
NPIC
Neumeier Poma Investment Counsel
California
$15.6M
4
American Century Companies
American Century Companies
Missouri
$62M
5
BTW
Boston Trust Walden
Massachusetts
$50.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$40.7M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$4.91M
3
SCM
Simcoe Capital Management
New York
$138M
4
TCM
Tensile Capital Management
California
$10M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
226
Parkside Financial Bank & Trust
Missouri
$2.48K – – –
EBA
227
Eagle Bay Advisors
New York
$2.17K +$2.17K +35 New
NA
228
NewEdge Advisors
Louisiana
$1.3K -$13.1K -212 -91%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$1.12K – – –
ACM
230
Anfield Capital Management
California
$1.12K +$1.12K +18 New
CTB
231
Country Trust Bank
Illinois
$1.12K +$1.12K +18 New
PS
232
Principal Securities
Iowa
$1.05K – – –
GRP
233
Global Retirement Partners
California
$930 – – –
SPIA
234
Steward Partners Investment Advisory
New York
$744 – – –
UB
235
UMB Bank
Missouri
$744 +$744 +12 New
PTC
236
Private Trust Company
Ohio
$620 – – –
HWM
237
HighMark Wealth Management
Minnesota
$558 – – –
ECM
238
Everence Capital Management
Indiana
$406 – – –
AWM
239
Abound Wealth Management
Tennessee
$373 – – –
DWM
240
Dogwood Wealth Management
Kansas
$372 – – –
PA
241
Parallel Advisors
California
$310 – – –
Federated Hermes
242
Federated Hermes
Pennsylvania
$310 – – –
RIL
243
Rothschild Investment LLC
Illinois
$310 +$310 +5 New
CA
244
CoreCap Advisors
Michigan
$310 +$310 +5 New
TCOV
245
Trust Company of Vermont
Vermont
$248 – – –
Macquarie Group
246
Macquarie Group
Australia
$5 +$5 +79 New
EGI
247
EAM Global Investors
California
– -$4.09M -65,562 Closed
EI
248
EAM Investors
California
– -$3.78M -60,573 Closed
AR
249
Advisory Research
Illinois
– -$3.49M -55,981 Closed
CCIA
250
Campbell & Co Investment Adviser
Maryland
– -$788K -12,629 Closed
7 8 9
10
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