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Donnelley Financial Solutions
DFIN

Overview Fund Activity

158 hedge funds and large institutions have $493M invested in Donnelley Financial Solutions in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
-3
Holders Change %
-1.86%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
47
Reduced
62
Closed
19
Calls
$1.78M
Puts
$275K
Net Calls
+$1.5M
Net Calls Change
+$844K

Top Buyers

1
BlackRock
BlackRock
New York
$83.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.87M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$2.71M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$5M
5
EGI
EAM Global Investors
California
$1.27M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.78M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$11.6M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$8.1M
4
WCM
Wedge Capital Management
North Carolina
$12.8M
5
Goldman Sachs
Goldman Sachs
New York
$4.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
126
North Star Investment Management
Illinois
$26K -$1.7K -100 -6%
VCM
127
Versant Capital Management
Arizona
$25K -$1.63K -97 -6%
AS
128
Altshuler Shaham
Israel
$16K +$16K +922 New
Federated Hermes
129
Federated Hermes
Pennsylvania
$14K +$4.46K +256 +47%
DWA
130
Dorsey Wright & Associates
California
$14K +$14K +854 New
SWA
131
Sutton Wealth Advisors
Florida
$13.8K – – –
IRC
132
Investors Research Corp
Georgia
$12K – – –
GAM
133
Gemmer Asset Management
California
$7K – – –
PWPS
134
Pinnacle Wealth Planning Services
Ohio
$7K +$7K +450 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
CBT
136
CoreFirst Bank & Trust
Kansas
$5K +$5K +324 New
GWM
137
Geneos Wealth Management
Colorado
$4K – – –
RE
138
RBC Europe
United Kingdom
$3.39K – – –
CFGS
139
Concourse Financial Group Securities
Alabama
$3K +$1.2K +82 +67%
US Bancorp
140
US Bancorp
Minnesota
$2K – – –
SPIA
141
Steward Partners Investment Advisory
New York
$2K – – –
PFBT
142
Parkside Financial Bank & Trust
Missouri
$2K +$750 +42 +60%
MAM
143
Meeder Asset Management
Ohio
$2K +$1.23K +57 +158%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$2K +$1.29K +90 +180%
PHK
145
Point72 Hong Kong
Hong Kong
$2K +$2K +102 New
TWA
146
TCI Wealth Advisors
Arizona
$2K +$2K +126 New
APA
147
American Portfolios Advisors
New York
$1.75K – – –
TFO
148
Tarbox Family Office
California
$1K – – –
QCG
149
Quadrant Capital Group
Ohio
$1K – – –
HGWM
150
Harvest Group Wealth Management
Massachusetts
$1K – – –
3 4 5
6
7