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Donnelley Financial Solutions

211 hedge funds and large institutions have $1.23B invested in Donnelley Financial Solutions in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
29
Increased
65
Reduced
74
Closed
14
Calls
$997K
Puts
$1.08M
Net Calls
-$82K
Net Calls Change
+$318K
Name Holding Trade Value Shares
Change
Shares
Change %
BEAM
151
Baker Ellis Asset Management
Washington
$219K +$219K +4,800 New
State of Wisconsin Investment Board
152
State of Wisconsin Investment Board
Wisconsin
$217K +$217K +4,774 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$212K +$38.1K +837 +22%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$208K +$208K +4,571 New
CGA
155
Crescent Grove Advisors
Illinois
$205K +$205K +4,501 New
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$177K -$32.7K -716 -16%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$158K +$39.4K +866 +33%
Amundi
158
Amundi
France
$145K -$11K -241 -7%
AP
159
Arlington Partners
Alabama
$126K
Lazard Asset Management
160
Lazard Asset Management
New York
$120K -$133K -2,943 -53%
SOW
161
State of Wyoming
Wyoming
$117K +$23K +505 +24%
AIP
162
Ameritas Investment Partners
Nebraska
$95.8K
CMF
163
Counterpoint Mutual Funds
California
$91.4K +$91.4K +2,008 New
KBC Group
164
KBC Group
Belgium
$91K
NSIM
165
North Star Investment Management
Illinois
$67.6K -$911 -20 -1%
US Bancorp
166
US Bancorp
Minnesota
$63.5K +$32.1K +706 +102%
Osaic Holdings
167
Osaic Holdings
Arizona
$61.7K -$6.1K -134 -9%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$61.6K
DWA
169
Dorsey Wright & Associates
California
$54.2K +$5.46K +120 +11%
HNB
170
Huntington National Bank
Ohio
$47.1K +$16.8K +368 +55%
SWM
171
Spire Wealth Management
Virginia
$45.3K -$12.3K -270 -21%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$37K +$23K +500 +163%
PI
173
PineBridge Investments
New York
$29.8K +$29.8K +654 New
QL
174
Quarry LP
New York
$28.4K +$28.4K +623 New
SIC
175
Salem Investment Counselors
North Carolina
$27.5K