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Donnelley Financial Solutions
DFIN

Overview Fund Activity

190 hedge funds and large institutions have $1.04B invested in Donnelley Financial Solutions in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+6
Holders Change %
+3.26%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
53
Reduced
69
Closed
17
Calls
$714K
Puts
$1.21M
Net Calls
-$496K
Net Calls Change
-$7.2M

Top Buyers

1
WA
Wasatch Advisors
Utah
$30.5M
2
SCP
Steamboat Capital Partners
New York
$14M
3
Federated Hermes
Federated Hermes
Pennsylvania
$11M
4
N
Natixis
France
$3.46M
5
Prudential Financial
Prudential Financial
New Jersey
$6.36M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$99.4M
2
BlackRock
BlackRock
New York
$178M
3
FG
Formula Growth
Quebec, Canada
$0
4
Norges Bank
Norges Bank
Norway
$0
5
RPA
Rock Point Advisors
Vermont
$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
151
Dorsey Wright & Associates
California
$76K +$5.99K +172 +9%
UBS Group
152
UBS Group
Switzerland
$70K -$91.1K -2,604 -57%
CFGS
153
Concourse Financial Group Securities
Alabama
$66K +$45.9K +1,328 +229%
UFF
154
USA Financial Formulas
Michigan
$65K +$65K +1,878 New
Osaic Holdings
155
Osaic Holdings
Arizona
$63K -$24K -683 -28%
Simplex Trading
156
Simplex Trading
Illinois
$58K – – –
TRCT
157
Tower Research Capital (TRC)
New York
$58K +$26.3K +761 +83%
NSIM
158
North Star Investment Management
Illinois
$53K – – –
SWA
159
Sutton Wealth Advisors
Florida
$28.2K – – –
SIC
160
Salem Investment Counselors
North Carolina
$21K – – –
CMF
161
Counterpoint Mutual Funds
California
$21K +$6.54K +185 +45%
SOW
162
State of Wyoming
Wyoming
$19K +$13.6K +398 +254%
GAM
163
Gemmer Asset Management
California
$14K – – –
FMP
164
Financial Management Professionals
Texas
$14K +$14K +400 New
QT
165
Quantbot Technologies
New York
$13K -$82.9K -2,550 -86%
VCM
166
Versant Capital Management
Arizona
$11K – – –
CBT
167
CoreFirst Bank & Trust
Kansas
$11K – – –
TWA
168
TCI Wealth Advisors
Arizona
$8K +$3.36K +91 +72%
ST
169
Smithfield Trust
Pennsylvania
$8K +$8K +239 New
RE
170
RBC Europe
United Kingdom
$6.92K – – –
SWM
171
Selective Wealth Management
Virginia
$6K – – –
GWM
172
Geneos Wealth Management
Colorado
$6K – – –
EVM
173
Eaton Vance Management
Massachusetts
$4K -$100 -159 -2%
PFBT
174
Parkside Financial Bank & Trust
Missouri
$4K +$33 +1 +0.8%
FHA
175
First Horizon Advisors
Tennessee
$3K -$716 -21 -19%
5 6
7
8 9