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Donnelley Financial Solutions
DFIN

Overview Fund Activity

196 hedge funds and large institutions have $1.13B invested in Donnelley Financial Solutions in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
56
Reduced
79
Closed
22
Calls
$617K
Puts
$1.02M
Net Calls
-$400K
Net Calls Change
+$4.28M

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$21.8M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$21.4M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$20.5M
4
Morgan Stanley
Morgan Stanley
New York
+$10.5M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
+$8.57M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$34.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$15.7M
3
American Century Companies
American Century Companies
Missouri
-$11.1M
4
Lazard Asset Management
Lazard Asset Management
New York
-$8.44M
5
PMG
Private Management Group
California
-$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
API
126
Advisor Partners II
California
$305K +$3.6K +88 +1%
Wells Fargo
127
Wells Fargo
California
$285K +$223K +5,446 +359%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$270K – – –
AG
129
Algert Global
California
$269K -$1.36M -33,197 -83%
DT
130
Diversified Trust
Tennessee
$267K +$10.9K +266 +4%
GAM
131
Gotham Asset Management
New York
$265K +$33K +807 +14%
Axa
132
Axa
France
$253K -$257K -6,300 -50%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$237K +$105K +2,575 +80%
QC
134
Quantedge Capital
Singapore
$229K – – –
Lazard Asset Management
135
Lazard Asset Management
New York
$228K -$8.44M -207,211 -97%
FNT
136
First National Trust
Pennsylvania
$222K – – –
MOACM
137
Mutual of America Capital Management
New York
$211K -$3.72K -91 -2%
LCM
138
Legato Capital Management
California
$211K -$17K -415 -7%
AWM
139
AE Wealth Management
Kansas
$205K +$205K +5,022 New
GF
140
Gabelli Funds
New York
$204K +$204K +5,000 New
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$203K -$21K -512 -9%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$188K -$104K -2,539 -36%
SG Americas Securities
143
SG Americas Securities
New York
$187K -$945K -23,153 -83%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$156K -$36.8K -901 -19%
Amundi
145
Amundi
France
$139K +$139K +3,406 New
AP
146
Arlington Partners
Alabama
$113K – – –
Fidelity Investments
147
Fidelity Investments
Massachusetts
$107K +$5.56K +136 +5%
AIP
148
Ameritas Investment Partners
Nebraska
$86K – – –
SOW
149
State of Wyoming
Wyoming
$84.8K -$130K -3,177 -60%
KBC Group
150
KBC Group
Belgium
$81K – – –
4 5
6
7 8