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Donnelley Financial Solutions
DFIN

Overview Fund Activity

174 hedge funds and large institutions have $641M invested in Donnelley Financial Solutions in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-15
Holders Change %
-7.94%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
68
Reduced
45
Closed
31
Calls
$8.99M
Puts
$6K
Net Calls
+$8.98M
Net Calls Change
-$2.06M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$60.9M
2
BlackRock
BlackRock
New York
$88.3M
3
RCMNY
Rubric Capital Management (New York)
New York
$10.6M
4
ERSOT
Employees Retirement System of Texas
Texas
$6.73M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$17.6M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$11.8M
2
CIM
Confluence Investment Management
Missouri
$0
3
Capital Research Global Investors
Capital Research Global Investors
California
$0
4
BA
Boston Advisors
Massachusetts
$722K
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
151
Bessemer Group
New Jersey
$3K – – –
SIM
152
Sonora Investment Management
Arizona
$2.16K – – –
1832 Asset Management
153
1832 Asset Management
Ontario, Canada
$2K – – –
VFA
154
Valeo Financial Advisors
Indiana
$2K +$2K +103 New
BFEC
155
Benjamin F. Edwards & Company
Missouri
$1K -$17.5K -1,100 -95%
WAM
156
Wealthspire Advisors (Maryland)
Maryland
$1K -$400 -14 -29%
FIB
157
First Interstate Bank
Montana
$1K – – –
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$1K – – –
GT
159
Glenmede Trust
Pennsylvania
$1K – – –
LCM
160
Liberty Capital Management
Michigan
$1K – – –
MFBTD
161
MB Financial Bank - Trust Department
Illinois
$1K – – –
EWM
162
Edge Wealth Management
New York
$1K – – –
AOWM
163
Alpha Omega Wealth Management
Virginia
$1K – – –
YWP
164
YorkBridge Wealth Partners
New York
$1K – – –
IP
165
Isthmus Partners
Wisconsin
$1K +$1K +50 New
WEC
166
Winslow Evans & Crocker
Massachusetts
$302 – – –
CIM
167
Confluence Investment Management
Missouri
– -$7.01M -305,275 Closed
Capital Research Global Investors
168
Capital Research Global Investors
California
– -$6.39M -278,381 Closed
ACM
169
AidennLair Capital Management
New York
– -$1.92M -83,738 Closed
JG
170
Jefferies Group
New York
– -$1.69M -73,755 Closed
EGM
171
Engineers Gate Manager
New York
– -$1.67M -72,688 Closed
Two Sigma Investments
172
Two Sigma Investments
New York
– -$1.21M -52,885 Closed
MCM
173
Matarin Capital Management
New York
– -$1M -43,608 Closed
OAC
174
OMERS Administration Corp
Ontario, Canada
– -$806K -35,100 Closed
MIM
175
Monashee Investment Management
Massachusetts
– -$804K -35,000 Closed
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