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Donnelley Financial Solutions
DFIN

Overview Fund Activity

249 hedge funds and large institutions have $1.63B invested in Donnelley Financial Solutions in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+3
Holders Change %
+1.22%
% of All Funds
3.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
31
Increased
87
Reduced
85
Closed
25
Calls
$835K
Puts
$1.42M
Net Calls
-$584K
Net Calls Change
+$104K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$30.5M
2
American Century Companies
2
American Century Companies
Missouri
$68.7M
3
BlackRock
3
BlackRock
New York
$250M
4
Millennium Management
4
Millennium Management
New York
$15.1M
5
BC
5
Burney Company
Virginia
$10.6M

Top Sellers

1
SCM
1
Simcoe Capital Management
New York
$76.1M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$19M
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$0
4
JAIC
4
Josh Arnold Investment Consultant
Minnesota
$0
5
TCM
5
Tensile Capital Management
California
$4.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
226
Rothschild Investment LLC
Illinois
$3.28K +$2.98K +50 +1,000%
PFC
227
Phocas Financial Corp
California
$3.24K +$3.24K +54,305 New
FFA
228
Farther Finance Advisors
California
$3.21K – – –
PFBT
229
Parkside Financial Bank & Trust
Missouri
$2.39K – – –
UB
230
UMB Bank
Missouri
$2.15K +$1.43K +24 +200%
EBA
231
Eagle Bay Advisors
New York
$2.09K – – –
IC
232
Innealta Capital
Texas
$1.49K +$1.49K +25 New
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$1.07K – – –
ACM
234
Anfield Capital Management
California
$1.07K – – –
CTB
235
Country Trust Bank
Illinois
$1.07K – – –
PS
236
Principal Securities
Iowa
$1.01K – – –
GRP
237
Global Retirement Partners
California
$894 – – –
1832 Asset Management
238
1832 Asset Management
Ontario, Canada
$835 +$835 +14 New
SPIA
239
Steward Partners Investment Advisory
New York
$715 – – –
PTC
240
Private Trust Company
Ohio
$596 – – –
ECM
241
Everence Capital Management
Indiana
$411 – – –
DWM
242
Dogwood Wealth Management
Kansas
$358 – – –
AWM
243
Abound Wealth Management
Tennessee
$358 – – –
PA
244
Parallel Advisors
California
$298 – – –
CA
245
CoreCap Advisors
Michigan
$298 – – –
S
246
SignatureFD
Georgia
$238 -$2.8K -47 -92%
TCOV
247
Trust Company of Vermont
Vermont
$238 – – –
LFG
248
Larson Financial Group
Missouri
$238 +$238 +4 New
AWM
249
Avior Wealth Management
Nebraska
$59 -$2.6K -44 -98%
WCA
250
Waratah Capital Advisors
Ontario, Canada
– -$5.9M -95,109 Closed
7 8 9
10
11