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Donnelley Financial Solutions
DFIN

Overview Fund Activity

174 hedge funds and large institutions have $641M invested in Donnelley Financial Solutions in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-15
Holders Change %
-7.94%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
68
Reduced
45
Closed
31
Calls
$8.99M
Puts
$6K
Net Calls
+$8.98M
Net Calls Change
-$2.06M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$60.9M
2
BlackRock
2
BlackRock
New York
$88.3M
3
RCMNY
3
Rubric Capital Management (New York)
New York
$10.6M
4
ERSOT
4
Employees Retirement System of Texas
Texas
$6.73M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$17.6M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$11.8M
2
CIM
2
Confluence Investment Management
Missouri
$0
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$0
4
BA
4
Boston Advisors
Massachusetts
$722K
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
126
Riverhead Capital Management
Delaware
$38K +$5.92K +275 +18%
LTFS
127
Ladenburg Thalmann Financial Services
Florida
$37K -$947 -44 -2%
VCM
128
Versant Capital Management
Arizona
$29K +$4.85K +231 +20%
LIA
129
LS Investment Advisors
Michigan
$22K – – –
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$21K -$9.66K -445 -32%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$19K – – –
NIT
132
NumerixS Investment Technologies
British Columbia, Canada
$19K +$19K +900 New
HNB
133
Huntington National Bank
Ohio
$14K +$14K +653 New
PWM
134
Perigon Wealth Management
California
$13K – – –
SWA
135
Sutton Wealth Advisors
Florida
$12.2K +$4.96K +230 +68%
MAM
136
Meeder Asset Management
Ohio
$11K -$137K -5,983 -93%
NSIM
137
North Star Investment Management
Illinois
$11K – – –
AG
138
Advisor Group
Arizona
$10K -$7.43K -375 -43%
CG
139
Cutler Group
California
$10K -$6.42K -321 -39%
GBBWRPM
140
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K – – –
US Bancorp
141
US Bancorp
Minnesota
$7K – – –
BONST
142
Bank of Nova Scotia Trust
Ontario, Canada
$7K +$7K +315 New
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.15K – – –
PA
144
Parallel Advisors
California
$5K – – –
CFN
145
Cordasco Financial Network
Florida
$5K – – –
Simplex Trading
146
Simplex Trading
Illinois
$5K +$5K +235 New
RE
147
RBC Europe
United Kingdom
$4.31K +$4.31K +200 New
IA
148
IFP Advisors
Florida
$4K +$237 +10 +6%
JIR
149
James Investment Research
Ohio
$3K -$5.68K -250 -65%
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$3K – – –
4 5
6
7 8