DFIN icon

Donnelley Financial Solutions
DFIN

Overview Fund Activity

196 hedge funds and large institutions have $1.13B invested in Donnelley Financial Solutions in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
56
Reduced
79
Closed
22
Calls
$617K
Puts
$1.02M
Net Calls
-$400K
Net Calls Change
+$4.28M

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$21.8M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$21.4M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$20.5M
4
Morgan Stanley
Morgan Stanley
New York
+$10.5M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
+$8.57M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$34.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$15.7M
3
American Century Companies
American Century Companies
Missouri
-$11.1M
4
Lazard Asset Management
Lazard Asset Management
New York
-$8.44M
5
PMG
Private Management Group
California
-$5.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
151
North Star Investment Management
Illinois
$61.5K – – –
Osaic Holdings
152
Osaic Holdings
Arizona
$60.8K -$7.64K -187 -11%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$55.2K -$6.29K -154 -10%
SWM
154
Spire Wealth Management
Virginia
$51.7K +$17K +415 +49%
DWA
155
Dorsey Wright & Associates
California
$43.8K -$8.58K -210 -16%
Federated Hermes
156
Federated Hermes
Pennsylvania
$36.1K -$4.94K -121 -12%
TRCT
157
Tower Research Capital (TRC)
New York
$34K -$27K -662 -44%
BTI
158
Blue Trust Inc
Georgia
$34K +$1.82K +47 +6%
ACM
159
Aquatic Capital Management
Illinois
$33K +$33K +800 New
AS
160
Altshuler Shaham
Israel
$30.3K +$30.3K +742 New
US Bancorp
161
US Bancorp
Minnesota
$28.2K +$24.1K +590 +596%
HNB
162
Huntington National Bank
Ohio
$27.2K +$27.2K +666 New
SIC
163
Salem Investment Counselors
North Carolina
$24.6K – – –
LC
164
Lindbrook Capital
California
$24.1K – – –
TPCW
165
TD Private Client Wealth
New York
$18.1K -$7.97K -195 -31%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$13K +$4.38K +103 +51%
VCM
167
Versant Capital Management
Arizona
$10.2K – – –
TWA
168
TCI Wealth Advisors
Arizona
$9.64K – – –
BAM
169
Belpointe Asset Management
Nevada
$7.4K +$940 +23 +15%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$7K -$466K -10,650 -99%
PFBT
171
Parkside Financial Bank & Trust
Missouri
$5.97K -$1.47K -36 -20%
MFT
172
Moisand Fitzgerald Tamayo
Florida
$5.23K – – –
First Manhattan
173
First Manhattan
New York
$4.09K +$4.09K +100 New
Simplex Trading
174
Simplex Trading
Illinois
$4K -$199K -4,984 -98%
QCG
175
Quadrant Capital Group
Ohio
$3.15K – – –
5 6
7
8 9