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Donnelley Financial Solutions

196 hedge funds and large institutions have $843M invested in Donnelley Financial Solutions in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-25
Holders Change %
-11.31%
% of All Funds
3.31%
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
39
Reduced
102
Closed
37
Calls
$548K
Puts
$776K
Net Calls
-$228K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
151
North Star Investment Management
Illinois
$45K
Allspring Global Investments
152
Allspring Global Investments
North Carolina
$44K -$762K -26,216 -95%
HIIFS
153
Harel Insurance Investments & Financial Services
Israel
$40K +$40K +1,369 New
SWM
154
Spire Wealth Management
Virginia
$38K -$29.8K -1,010 -44%
TRCT
155
Tower Research Capital (TRC)
New York
$29K -$278K -9,650 -91%
AS
156
Altshuler Shaham
Israel
$28K -$7.28K -244 -21%
SWA
157
Sutton Wealth Advisors
Florida
$24K -$439 -15 -2%
TPCW
158
TD Private Client Wealth
New York
$18.7K +$4.77K +163 +34%
SIC
159
Salem Investment Counselors
North Carolina
$18K
LC
160
Lindbrook Capital
California
$17K +$17K +577 New
TWA
161
TCI Wealth Advisors
Arizona
$7K -$5.78K -195 -45%
VCM
162
Versant Capital Management
Arizona
$7K
Simplex Trading
163
Simplex Trading
Illinois
$6K -$4.08K -151 -40%
GWM
164
Geneos Wealth Management
Colorado
$5K
SWM
165
Selective Wealth Management
Virginia
$5K
BTI
166
Blue Trust Inc
Georgia
$5K +$5K +163 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.91K -73 -32%
RE
168
RBC Europe
United Kingdom
$4K
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$4K +$4K +152 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$3K -$189 -6 -6%
EWA
171
EverSource Wealth Advisors
Alabama
$2K -$3.31K -91 -62%
MAM
172
Meeder Asset Management
Ohio
$2K -$1.48K -45 -42%
Bessemer Group
173
Bessemer Group
New Jersey
$2K
QCG
174
Quadrant Capital Group
Ohio
$2K
IA
175
IFP Advisors
Florida
$2K