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Donnelley Financial Solutions
DFIN

Overview Fund Activity

161 hedge funds and large institutions have $401M invested in Donnelley Financial Solutions in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
31
Reduced
69
Closed
15
Calls
$660K
Puts
$1K
Net Calls
+$659K
Net Calls Change
+$462K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.88M
2
HIM
Hillsdale Investment Management
Ontario, Canada
$2.78M
3
PAM
Panagora Asset Management
Massachusetts
$1.91M
4
MSL
Mackay Shields LLC
New York
$1.84M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$3.66M

Top Sellers

1
BlackRock
BlackRock
New York
$64.5M
2
ERSOT
Employees Retirement System of Texas
Texas
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$1.38M
4
RPA
Rock Point Advisors
Vermont
$4.36M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$7.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$52K -$1.46K -106 -3%
MOACM
127
Mutual of America Capital Management
New York
$48K +$28.2K +2,131 +142%
AIP
128
Ameritas Investment Partners
Nebraska
$38K – – –
Citigroup
129
Citigroup
New York
$28K -$116K -8,634 -81%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$24K +$13.3K +981 +125%
NSIM
131
North Star Investment Management
Illinois
$22K – – –
VCM
132
Versant Capital Management
Arizona
$21K -$3.46K -261 -14%
CG
133
Cutler Group
California
$13K – – –
SWA
134
Sutton Wealth Advisors
Florida
$10.9K – – –
IRC
135
Investors Research Corp
Georgia
$10K -$11K -797 -52%
GT
136
Glenmede Trust
Pennsylvania
$7K +$2.62K +221 +60%
Federated Hermes
137
Federated Hermes
Pennsylvania
$7K +$7K +548 New
GAM
138
Gemmer Asset Management
California
$6K – – –
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Osaic Holdings
140
Osaic Holdings
Arizona
$4K -$25 -2 -0.6%
RE
141
RBC Europe
United Kingdom
$2.67K – – –
US Bancorp
142
US Bancorp
Minnesota
$2K – – –
CFGS
143
Concourse Financial Group Securities
Alabama
$2K – – –
SPIA
144
Steward Partners Investment Advisory
New York
$2K – – –
GWM
145
Geneos Wealth Management
Colorado
$2K – – –
APA
146
American Portfolios Advisors
New York
$1.38K – – –
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$1K -$140 -7 -12%
PFBT
148
Parkside Financial Bank & Trust
Missouri
$1K – – –
TFO
149
Tarbox Family Office
California
$1K – – –
QCG
150
Quadrant Capital Group
Ohio
$1K – – –
3 4 5
6
7