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Donnelley Financial Solutions
DFIN

Overview Fund Activity

221 hedge funds and large institutions have $994M invested in Donnelley Financial Solutions in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
29
Increased
77
Reduced
77
Closed
28
Calls
$1.14M
Puts
$1.33M
Net Calls
-$193K
Net Calls Change
-$2.21M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$22.7M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$38M
3
SCP
3
Steamboat Capital Partners
New York
$11.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$68.8M
5
OKSA
5
O'Keefe Stevens Advisory
New York
$3.53M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.75M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
P2P
3
Phase 2 Partners
California
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$37.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
176
Dorsey Wright & Associates
California
$74K -$10K -301 -12%
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$65K -$7.58K -229 -10%
MLICM
178
Metropolitan Life Insurance Company (MetLife)
New York
$59.8K -$178K -5,351 -75%
NSIM
179
North Star Investment Management
Illinois
$51K – – –
AS
180
Altshuler Shaham
Israel
$39K -$41K -1,243 -51%
C
181
Covestor
United Kingdom
$32K -$197 -6 -0.6%
SWA
182
Sutton Wealth Advisors
Florida
$27.7K +$333 +10 +1%
Osaic Holdings
183
Osaic Holdings
Arizona
$23K -$47.5K -1,389 -67%
CMF
184
Counterpoint Mutual Funds
California
$22K +$2.86K +86 +15%
SIC
185
Salem Investment Counselors
North Carolina
$20K – – –
TPCW
186
TD Private Client Wealth
New York
$15.8K +$15.8K +474 New
TWA
187
TCI Wealth Advisors
Arizona
$14K +$6.92K +213 +98%
GAM
188
Gemmer Asset Management
California
$13K – – –
Simplex Trading
189
Simplex Trading
Illinois
$12K +$12K +373 New
VCM
190
Versant Capital Management
Arizona
$8K -$2.3K -72 -22%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$8K +$1.24K +35 +18%
EWA
192
EverSource Wealth Advisors
Alabama
$5K – – –
SWM
193
Selective Wealth Management
Virginia
$5K – – –
GWM
194
Geneos Wealth Management
Colorado
$5K – – –
CBT
195
CoreFirst Bank & Trust
Kansas
$5K – – –
RE
196
RBC Europe
United Kingdom
$4K – – –
MAM
197
Meeder Asset Management
Ohio
$4K +$4K +106 New
PFBT
198
Parkside Financial Bank & Trust
Missouri
$3K -$594 -20 -17%
QCG
199
Quadrant Capital Group
Ohio
$3K – – –
ACM
200
Aquatic Capital Management
Illinois
$3K +$3K +100 New
6 7
8
9 10