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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 %
OKSA
26
O'Keefe Stevens Advisory
New York
$12.3M -$25.7K -457 -0.2%
EAM
27
Eagle Asset Management
Florida
$11.5M +$3.25M +57,712 +39%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$11.5M -$2.51M -44,613 -18%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$11.1M -$562K -9,986 -5%
PAM
30
Panagora Asset Management
Massachusetts
$9.17M -$83.9K -1,490 -0.9%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$8.96M +$1.45M +25,831 +19%
RA
32
Royce & Associates
New York
$8.71M -$501K -8,901 -5%
Principal Financial Group
33
Principal Financial Group
Iowa
$8.11M -$358K -6,363 -4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$7.78M +$6.36M +112,954 +445%
Ameriprise
35
Ameriprise
Minnesota
$7.35M +$143K +2,540 +2%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$6.51M +$5.71M +101,484 +715%
SEI Investments
37
SEI Investments
Pennsylvania
$6.41M -$1.35M -24,042 -17%
Goldman Sachs
38
Goldman Sachs
New York
$6.3M -$1.85M -32,817 -23%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$6.07M +$6.42K +114 +0.1%
Fisher Asset Management
40
Fisher Asset Management
Washington
$5.99M -$663K -11,775 -10%
SCP
41
Seizert Capital Partners
Michigan
$5.37M +$78.3K +1,391 +1%
Bank of America
42
Bank of America
North Carolina
$5.13M +$314K +5,581 +7%
Millennium Management
43
Millennium Management
New York
$5.11M +$1.4M +24,906 +38%
AR
44
Advisory Research
Illinois
$4.93M -$373K -6,632 -7%
GC
45
Globeflex Capital
California
$4.45M -$185K -3,290 -4%
AP
46
Advisors Preferred
Maryland
$4.44M +$464K +8,174 +12%
WCM
47
Wedge Capital Management
North Carolina
$4.37M -$7.3M -129,728 -63%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$4.36M -$45.7K -812 -1%
Legal & General Group
49
Legal & General Group
United Kingdom
$3.86M +$15K +267 +0.4%
CM
50
Castleark Management
Illinois
$3.77M +$3.77M +66,980 New
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