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Donnelley Financial Solutions
DFIN

Overview Fund Activity

222 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
60
Reduced
97
Closed
17
Calls
$742K
Puts
$736K
Net Calls
+$6K
Net Calls Change
+$411K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$93M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$86.3M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$34.2M
4
BTW
4
Boston Trust Walden
Massachusetts
$43.5M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18.4M

Top Sellers

1
SCM
1
Simcoe Capital Management
New York
$155M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$299K
3
PMG
3
Private Management Group
California
$8.81M
4
American Century Companies
4
American Century Companies
Missouri
$55.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCC
151
Bridge City Capital
Oregon
$318K +$318K +5,093 New
LSV Asset Management
152
LSV Asset Management
Illinois
$299K -$17.5M -280,349 -98%
ProShare Advisors
153
ProShare Advisors
Maryland
$290K +$54.4K +873 +23%
CGA
154
Crescent Grove Advisors
Illinois
$281K – – –
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$278K -$3.87K -62 -1%
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$271K -$25.1K -403 -8%
MOACM
157
Mutual of America Capital Management
New York
$270K -$2.5K -40 -0.9%
ZIM
158
Zacks Investment Management
Illinois
$234K +$234K +3,750 New
AA
159
Ancora Advisors
Ohio
$232K -$438K -7,021 -65%
BEAM
160
Baker Ellis Asset Management
Washington
$218K -$81.1K -1,300 -27%
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$212K +$212K +3,407 New
Mariner
162
Mariner
Kansas
$207K +$207K +3,312 New
SOW
163
State of Wyoming
Wyoming
$204K +$109K +1,745 +115%
Amundi
164
Amundi
France
$198K +$8.35K +139 +4%
AT
165
Arlington Trust
Alabama
$173K +$173K +2,775 New
NL
166
NKCFO LLC
Illinois
$156K – – –
Osaic Holdings
167
Osaic Holdings
Arizona
$155K -$58.1K -932 -27%
AIP
168
Ameritas Investment Partners
Nebraska
$153K – – –
Lazard Asset Management
169
Lazard Asset Management
New York
$122K +$122K +1,970 New
BL
170
BFSG LLC
California
$109K +$109K +1,745 New
NSIM
171
North Star Investment Management
Illinois
$89.7K -$2.31K -37 -3%
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$89.1K – – –
UFF
173
USA Financial Formulas
Michigan
$72.3K +$72.3K +1,159 New
Acadian Asset Management
174
Acadian Asset Management
Massachusetts
$66K +$66K +1,068 New
HNB
175
Huntington National Bank
Ohio
$64.6K +$187 +3 +0.3%
5 6
7
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