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Donnelley Financial Solutions
DFIN

Overview Fund Activity

148 hedge funds and large institutions have $168M invested in Donnelley Financial Solutions in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-9
Holders Change %
-5.73%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
50
Reduced
41
Closed
24
Calls
$55K
Puts
–
Net Calls
+$55K
Net Calls Change
+$341K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$15.7M
2
RPA
Rock Point Advisors
Vermont
$2.36M
3
PMG
Private Management Group
California
$3.11M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.42M
5
Goldman Sachs
Goldman Sachs
New York
$1.45M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$0
2
AC
AltraVue Capital
Washington
$0
3
KCM
Kennedy Capital Management
Missouri
$0
4
LAM
Lapides Asset Management
Connecticut
$0
5
Millennium Management
Millennium Management
New York
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
IRC
127
Investors Research Corp
Georgia
$4K – – –
Osaic Holdings
128
Osaic Holdings
Arizona
$4K +$4K +498 New
GT
129
Glenmede Trust
Pennsylvania
$3K – – –
GAM
130
Gemmer Asset Management
California
$2K +$2K +417 New
RE
131
RBC Europe
United Kingdom
$1.05K – – –
US Bancorp
132
US Bancorp
Minnesota
$1K -$1.08K -156 -52%
CFGS
133
Concourse Financial Group Securities
Alabama
$1K -$317 -39 -24%
RMC
134
Resources Management Corp
Connecticut
$1K +$374 +37 +60%
BWA
135
BDO Wealth Advisors
Florida
$1K +$1K +170 New
APA
136
American Portfolios Advisors
New York
$543 – – –
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37 – – –
Fidelity Investments
138
Fidelity Investments
Massachusetts
– -$23.5M -2,245,770 Closed
AC
139
AltraVue Capital
Washington
– -$2.08M -198,374 Closed
KCM
140
Kennedy Capital Management
Missouri
– -$1.55M -148,127 Closed
LAM
141
Lapides Asset Management
Connecticut
– -$1.27M -120,900 Closed
USGIU
142
U.S. Global Investors (USGI)
Texas
– -$524K -50,000 Closed
HCM
143
Harspring Capital Management
New York
– -$420K -40,107 Closed
CSS
144
Cubist Systematic Strategies
Connecticut
– -$351K -33,567 Closed
Renaissance Technologies
145
Renaissance Technologies
New York
– -$340K -32,500 Closed
WCM
146
Weld Capital Management
New York
– -$246K -23,467 Closed
EMG
147
Ellington Management Group
Connecticut
– -$243K -23,200 Closed
AG
148
Aperio Group
California
– -$227K -21,685 Closed
ASRS
149
Arizona State Retirement System
Arizona
– -$218K -20,814 Closed
GC
150
Guggenheim Capital
Illinois
– -$167K -15,983 Closed
3 4 5
6
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