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Donnelley Financial Solutions
DFIN

Overview Fund Activity

167 hedge funds and large institutions have $823M invested in Donnelley Financial Solutions in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 32 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
32
Reduced
74
Closed
19
Calls
$4.14M
Puts
$1.17M
Net Calls
+$2.98M
Net Calls Change
+$1.48M

Top Buyers

1
RHJA
1
Rice Hall James & Associates
California
$24.9M
2
American Century Companies
2
American Century Companies
Missouri
$102M
3
DCM
3
Driehaus Capital Management
Illinois
$7.79M
4
FG
4
Formula Growth
Quebec, Canada
$6.68M
5
BlackRock
5
BlackRock
New York
$144M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.73M
2
WCM
2
Wedge Capital Management
North Carolina
$14.8M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$10.2M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
Norges Bank
5
Norges Bank
Norway
$6.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$91K -$119K -4,289 -57%
AS
127
Altshuler Shaham
Israel
$86K +$60.2K +2,151 +233%
AP
128
Arlington Partners
Alabama
$77K +$77K +2,775 New
AIP
129
Ameritas Investment Partners
Nebraska
$70K -$9.46K -340 -12%
CG
130
Cutler Group
California
$61K – – –
DWA
131
Dorsey Wright & Associates
California
$56K +$32.2K +1,158 +136%
HFM
132
Harvest Fund Management
China
$44K +$44K +1,605 New
NSIM
133
North Star Investment Management
Illinois
$43K – – –
VCM
134
Versant Capital Management
Arizona
$41K – – –
PHK
135
Point72 Hong Kong
Hong Kong
$34K +$31.1K +1,110 +1,088%
SWA
136
Sutton Wealth Advisors
Florida
$22.7K – – –
IRC
137
Investors Research Corp
Georgia
$20K – – –
SIC
138
Salem Investment Counselors
North Carolina
$17K +$17K +603 New
Osaic Holdings
139
Osaic Holdings
Arizona
$15K -$327K -11,612 -96%
GAM
140
Gemmer Asset Management
California
$12K – – –
CBT
141
CoreFirst Bank & Trust
Kansas
$9K – – –
EVM
142
Eaton Vance Management
Massachusetts
$9K +$9K +309 New
Federated Hermes
143
Federated Hermes
Pennsylvania
$7K -$14.4K -541 -67%
RE
144
RBC Europe
United Kingdom
$5.57K – – –
GWM
145
Geneos Wealth Management
Colorado
$5K – – –
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
TWA
147
TCI Wealth Advisors
Arizona
$5K +$1.7K +65 +52%
EP
148
Eudaimonia Partners
Tennessee
$5K +$5K +193 New
PFBT
149
Parkside Financial Bank & Trust
Missouri
$3K – – –
FHA
150
First Horizon Advisors
Tennessee
$3K – – –
4 5
6
7 8