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Donnelley Financial Solutions
DFIN

Overview Fund Activity

184 hedge funds and large institutions have $980M invested in Donnelley Financial Solutions in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+17
Holders Change %
+10.18%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
52
Reduced
66
Closed
13
Calls
$7.86M
Puts
$1.15M
Net Calls
+$6.7M
Net Calls Change
+$3.73M

Top Buyers

1
RHJA
1
Rice Hall James & Associates
California
$52.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14M
3
HFA
3
Harbert Fund Advisors
Alabama
$5.61M
4
BlackRock
4
BlackRock
New York
$175M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$3.71M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$14.2M
3
Norges Bank
3
Norges Bank
Norway
$3.12M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.04M
5
American Century Companies
5
American Century Companies
Missouri
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
Sutton Wealth Advisors
Florida
$26.9K – – –
IRC
152
Investors Research Corp
Georgia
$22K -$1.63K -50 -7%
SIC
153
Salem Investment Counselors
North Carolina
$20K – – –
CFGS
154
Concourse Financial Group Securities
Alabama
$19K +$19K +581 New
GAM
155
Gemmer Asset Management
California
$14K – – –
CMF
156
Counterpoint Mutual Funds
California
$13K +$13K +409 New
VCM
157
Versant Capital Management
Arizona
$11K -$39.8K -1,166 -78%
CBT
158
CoreFirst Bank & Trust
Kansas
$11K – – –
RE
159
RBC Europe
United Kingdom
$6.6K – – –
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
GWM
161
Geneos Wealth Management
Colorado
$5K – – –
SWM
162
Selective Wealth Management
Virginia
$5K +$4.26K +138 +575%
SOW
163
State of Wyoming
Wyoming
$5K +$5K +157 New
TWA
164
TCI Wealth Advisors
Arizona
$4K -$2.06K -65 -34%
PFBT
165
Parkside Financial Bank & Trust
Missouri
$4K +$267 +8 +7%
SB
166
Strategic Blueprint
Georgia
$4K +$4K +125 New
APA
167
American Portfolios Advisors
New York
$3.4K – – –
FHA
168
First Horizon Advisors
Tennessee
$3K – – –
QCG
169
Quadrant Capital Group
Ohio
$3K – – –
HI
170
Harbour Investments
Wisconsin
$3K – – –
HNB
171
Huntington National Bank
Ohio
$3K +$3K +100 New
MAM
172
Meeder Asset Management
Ohio
$2K -$68 -2 -3%
TFO
173
Tarbox Family Office
California
$2K – – –
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +49 New
BWA
175
BDO Wealth Advisors
Florida
$1K – – –
4 5 6
7
8