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Donnelley Financial Solutions
DFIN

Overview Fund Activity

196 hedge funds and large institutions have $1.13B invested in Donnelley Financial Solutions in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
56
Reduced
79
Closed
22
Calls
$617K
Puts
$1.02M
Net Calls
-$400K
Net Calls Change
+$4.28M

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$21.8M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$21.4M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$20.5M
4
Morgan Stanley
Morgan Stanley
New York
+$10.5M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
+$8.57M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$34.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$15.7M
3
American Century Companies
American Century Companies
Missouri
-$11.1M
4
Lazard Asset Management
Lazard Asset Management
New York
-$8.44M
5
PMG
Private Management Group
California
-$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
76
Russell Investments Group
United Kingdom
$984K -$929K -22,731 -49%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$960K -$7.73K -189 -0.8%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$922K +$357K +8,736 +63%
TPSF
79
Texas Permanent School Fund
Texas
$917K +$230K +5,619 +33%
VRS
80
Virginia Retirement Systems
Virginia
$895K -$28.6K -700 -3%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$886K +$417K +10,214 +89%
JIR
82
James Investment Research
Ohio
$855K +$5.56K +136 +0.7%
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$845K -$63K -1,541 -7%
Arrowstreet Capital
84
Arrowstreet Capital
Massachusetts
$803K +$803K +19,663 New
TD Asset Management
85
TD Asset Management
Ontario, Canada
$797K +$163K +4,000 +26%
AA
86
Ancora Advisors
Ohio
$793K -$102K -2,493 -11%
SO
87
STRS Ohio
Ohio
$743K -$24.5K -600 -3%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$713K -$54.3K -1,328 -7%
AQR Capital Management
89
AQR Capital Management
Connecticut
$713K -$744K -18,220 -51%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$700K -$11.8K -290 -2%
Deutsche Bank
91
Deutsche Bank
Germany
$691K +$187K +4,573 +37%
RWM
92
Ritholtz Wealth Management
New York
$633K +$118K +2,880 +23%
Citigroup
93
Citigroup
New York
$609K -$125K -3,071 -17%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$591K -$12.1K -297 -2%
UBS Group
95
UBS Group
Switzerland
$583K -$13.8K -337 -2%
YCM
96
Yousif Capital Management
Michigan
$579K -$70.5K -1,725 -11%
AIG
97
American International Group
New York
$565K +$2.62K +64 +0.5%
Man Group
98
Man Group
United Kingdom
$546K -$537K -13,885 Closed
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$544K -$303K -7,405 -36%
MIM
100
MetLife Investment Management
New Jersey
$541K – – –
2 3
4
5 6