DFIN icon

Donnelley Financial Solutions
DFIN

Overview Fund Activity

222 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
60
Reduced
97
Closed
17
Calls
$742K
Puts
$736K
Net Calls
+$6K
Net Calls Change
+$411K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$93M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$86.3M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$34.2M
4
BTW
4
Boston Trust Walden
Massachusetts
$43.5M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18.4M

Top Sellers

1
SCM
1
Simcoe Capital Management
New York
$155M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$299K
3
PMG
3
Private Management Group
California
$8.81M
4
American Century Companies
4
American Century Companies
Missouri
$55.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$1.91M -$15.1K -242 -0.8%
GI
77
GAMCO Investors
Connecticut
$1.9M – – –
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$1.66M +$11.6K +183 +0.7%
First Trust Advisors
79
First Trust Advisors
Illinois
$1.65M -$1.11M -17,871 -40%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$1.64M -$80.1K -1,284 -5%
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$1.62M -$788K -12,636 -33%
UBS Group
82
UBS Group
Switzerland
$1.61M +$963K +15,444 +150%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$1.6M +$9.86K +158 +0.6%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$1.53M +$1.18M +18,873 +329%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$1.51M +$444K +7,119 +41%
Citadel Advisors
86
Citadel Advisors
Florida
$1.5M -$141K -2,256 -9%
Jane Street
87
Jane Street
New York
$1.39M +$530K +8,494 +62%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$1.38M -$47.5K -761 -3%
TPSF
89
Texas Permanent School Fund
Texas
$1.33M +$12.3K +198 +0.9%
JIR
90
James Investment Research
Ohio
$1.31M – – –
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$1.16M -$523K -8,381 -31%
II
92
Inspire Investing
Idaho
$1.15M +$806K +12,927 +235%
MAM
93
Martingale Asset Management
Massachusetts
$1.15M +$1.15M +18,385 New
Balyasny Asset Management
94
Balyasny Asset Management
Illinois
$1.04M +$1.04M +16,714 New
Pathstone Holdings
95
Pathstone Holdings
New Jersey
$1.02M +$1.02M +16,422 New
RWM
96
Ritholtz Wealth Management
New York
$1M -$32.6K -523 -3%
Two Sigma Investments
97
Two Sigma Investments
New York
$967K -$1M -16,044 -51%
SIM
98
SummerHaven Investment Management
Connecticut
$963K +$11.1K +178 +1%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$949K +$750K +12,029 +377%
SOADOR
100
State of Alaska Department of Revenue
Alaska
$949K -$18.9K -303 -2%
2 3
4
5 6