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Donnelley Financial Solutions

221 hedge funds and large institutions have $1.39B invested in Donnelley Financial Solutions in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

659% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $306K

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more capital invested

Capital invested by funds: $1.04B → $1.39B (+$351M)

16% more funds holding

Funds holding: 191221 (+30)

0.07% less ownership

Funds ownership: 89.18%89.12% (-0.07%)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
221
Holders Change
+30
Holders Change %
+15.71%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
40
Increased
54
Reduced
88
Closed
10
Calls
$2.32M
Puts
$306K
Net Calls
+$2.02M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$10.1M +$6.2M +143,050 +200%
Ameriprise
27
Ameriprise
Minnesota
$9.89M +$3.62M +83,569 +66%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$9.08M -$2.29M -52,931 -22%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$9.03M -$481K -11,088 -5%
GC
30
Globeflex Capital
California
$8.83M -$361K -8,324 -4%
HFA
31
Harbert Fund Advisors
Alabama
$8.39M -$1.17M -26,998 -13%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$8.37M -$7.74M -178,553 -50%
Goldman Sachs
33
Goldman Sachs
New York
$8.2M +$1.24M +28,612 +20%
HIM
34
Hillsdale Investment Management
Ontario, Canada
$8.1M -$2.71M -62,488 -27%
PAM
35
Panagora Asset Management
Massachusetts
$7.74M -$83.5K -1,927 -1%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$7.62M -$1.57M -36,276 -18%
Lazard Asset Management
37
Lazard Asset Management
New York
$7.29M +$6.6M +152,217 +6,055%
Millennium Management
38
Millennium Management
New York
$7.29M +$2.82M +65,043 +73%
Prudential Financial
39
Prudential Financial
New Jersey
$7.29M -$1.26M -29,007 -16%
SCP
40
Steamboat Capital Partners
New York
$7.08M -$11M -254,112 -63%
Morgan Stanley
41
Morgan Stanley
New York
$6.53M +$195K +4,500 +3%
P2P
42
Phase 2 Partners
California
$5.72M +$5.26M +121,270 New
Comerica Bank
43
Comerica Bank
Texas
$5.2M -$150K -3,460 -2%
BCM
44
Bridgeway Capital Management
Texas
$4.86M
Fuller & Thaler Asset Management
45
Fuller & Thaler Asset Management
California
$4.1M -$316K -7,285 -8%
RA
46
Royce & Associates
New York
$4.01M +$244K +5,634 +7%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.94M -$151K -3,474 -4%
SDIC
48
South Dakota Investment Council
South Dakota
$3.58M
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$3.44M +$239K +5,516 +8%
EI
50
EAM Investors
California
$3.41M -$1.01M -23,226 -24%

DFIN Hedge Fund Activity: Q4 2021 in Review

221 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2021, worth a combined $1.39B — up 34% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFIN positions and 10 closed out — a net gain of 30 holders — while 54 added to existing stakes and 88 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $38.6M. The largest seller was American Century Companies, cutting an estimated $33.3M.

  • 221 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2021, up from 191 in Q3 2021.
  • Funds reported $1.39B of Donnelley Financial Solutions stock for Q4 2021, up 34% quarter-over-quarter.
  • 40 funds opened new Donnelley Financial Solutions positions in Q4 2021 and 10 closed out, a net change of +30 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2021 was Aberdeen Group, an estimated $38.6M added.
  • The largest Donnelley Financial Solutions seller in Q4 2021 was American Century Companies, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2021.