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Donnelley Financial Solutions
DFIN

Overview Fund Activity

244 hedge funds and large institutions have $1.76B invested in Donnelley Financial Solutions in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-11
Holders Change %
-4.31%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
83
Reduced
83
Closed
45
Calls
$508K
Puts
$245K
Net Calls
+$263K
Net Calls Change
+$480K

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$26.3M
2
PC
2
Port Capital
Illinois
$23.1M
3
TI
3
Tidal Investments
Wisconsin
$19.6M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$12.4M
5
SCM
5
Shapiro Capital Management
Georgia
$11.4M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$109M
2
SCM
2
Simcoe Capital Management
New York
$48.6M
3
American Century Companies
3
American Century Companies
Missouri
$62.3M
4
Invesco
4
Invesco
Georgia
$64.4M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIS
226
Legacy Investment Solutions
Idaho
$1.74K +$1.07K +16 +160%
EBA
227
Eagle Bay Advisors
New York
$1.69K – – –
EWA
228
EverSource Wealth Advisors
Alabama
$1.32K +$1.32K +21 New
ACM
229
Anfield Capital Management
California
$1.13K – – –
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$1.13K – – –
GRP
231
Global Retirement Partners
California
$941 – – –
PTC
232
Private Trust Company
Ohio
$627 – – –
Jones Financial Companies
233
Jones Financial Companies
Missouri
$627 +$627 +10 New
CFB
234
Cullen/Frost Bankers
Texas
$502 +$502 +8 New
DWM
235
Dogwood Wealth Management
Kansas
$376 – – –
PA
236
Parallel Advisors
California
$314 – – –
CA
237
CoreCap Advisors
Michigan
$314 – – –
LFG
238
Larson Financial Group
Missouri
$251 – – –
TCOV
239
Trust Company of Vermont
Vermont
$251 – – –
S
240
SignatureFD
Georgia
$251 – – –
AWM
241
Abound Wealth Management
Tennessee
$251 – – –
IA
242
IFP Advisors
Florida
$125 – – –
FCMT
243
Founders Capital Management (Texas)
Texas
$125 +$125 +2 New
Macquarie Group
244
Macquarie Group
Australia
$106 +$106 +1,686 New
AWM
245
Avior Wealth Management
Nebraska
$62 – – –
CSS
246
Cubist Systematic Strategies
Connecticut
– -$5.35M -81,226 Closed
AP
247
Advisors Preferred
Maryland
– -$5.09M -77,834 Closed
NC
248
NewSquare Capital
Pennsylvania
– -$4.62M -70,238 Closed
Jane Street
249
Jane Street
New York
– -$4.41M -66,931 Closed
CM
250
Castleark Management
Illinois
– -$3.86M -58,620 Closed
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10
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