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Donnelley Financial Solutions
DFIN

Overview Fund Activity

222 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
60
Reduced
97
Closed
17
Calls
$742K
Puts
$736K
Net Calls
+$6K
Net Calls Change
+$411K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$93M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$86.3M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$34.2M
4
BTW
4
Boston Trust Walden
Massachusetts
$43.5M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18.4M

Top Sellers

1
SCM
1
Simcoe Capital Management
New York
$155M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$299K
3
PMG
3
Private Management Group
California
$8.81M
4
American Century Companies
4
American Century Companies
Missouri
$55.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
126
Maryland State Retirement & Pension System
Maryland
$561K -$11.9K -191 -2%
LPL Financial
127
LPL Financial
California
$546K -$62.6K -1,003 -10%
EA
128
Ellsworth Advisors
Ohio
$526K -$437 -7 -0.1%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$519K – – –
Connor, Clark & Lunn Investment Management (CC&L)
130
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$514K -$866K -13,887 -63%
Stifel Financial
131
Stifel Financial
Missouri
$482K -$52.5K -842 -10%
Wells Fargo
132
Wells Fargo
California
$479K +$59.9K +961 +14%
BHCM
133
Brevan Howard Capital Management
Jersey
$458K +$458K +7,337 New
PTC
134
Petrus Trust Company
Texas
$456K -$125K -2,006 -22%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$452K -$12.5K -200 -3%
TD Asset Management
136
TD Asset Management
Ontario, Canada
$449K -$231K -3,700 -34%
State Board of Administration of Florida Retirement System
137
State Board of Administration of Florida Retirement System
Florida
$442K – – –
DT
138
Diversified Trust
Tennessee
$441K +$16.8K +269 +4%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$436K +$173K +2,782 +66%
ASRS
140
Arizona State Retirement System
Arizona
$435K -$9.61K -154 -2%
ECM
141
ExodusPoint Capital Management
New York
$426K -$410K -6,581 -49%
ECM
142
Everence Capital Management
Indiana
$409K – – –
GCP
143
GSA Capital Partners
United Kingdom
$409K +$409K +6,562 New
TRCT
144
Tower Research Capital (TRC)
New York
$391K +$230K +3,684 +143%
SAM
145
Shell Asset Management
Netherlands
$388K -$115K -1,838 -23%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$386K +$95.3K +1,528 +33%
GAM
147
Gotham Asset Management
New York
$367K -$8.3K -133 -2%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$360K -$4.43K -71 -1%
State of Wisconsin Investment Board
149
State of Wisconsin Investment Board
Wisconsin
$335K -$361K -5,783 -52%
COPPSERS
150
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$333K -$706K -11,326 -68%
4 5
6
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