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Donnelley Financial Solutions
DFIN

Overview Fund Activity

200 hedge funds and large institutions have $1.03B invested in Donnelley Financial Solutions in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
30
Increased
47
Reduced
89
Closed
23
Calls
$214K
Puts
$761K
Net Calls
-$547K
Net Calls Change
-$319K

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$13.6M
2
LSV Asset Management
LSV Asset Management
Illinois
$13.7M
3
Lazard Asset Management
Lazard Asset Management
New York
$9.79M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.44M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$5.15M

Top Sellers

1
WA
Wasatch Advisors
Utah
$0
2
BlackRock
BlackRock
New York
$160M
3
American Century Companies
American Century Companies
Missouri
$67.7M
4
RHJA
Rice Hall James & Associates
California
$43.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$66.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$3K – – –
Simplex Trading
177
Simplex Trading
Illinois
$2K -$4.17K -150 -68%
MAM
178
Meeder Asset Management
Ohio
$2K -$33 -1 -2%
US Bancorp
179
US Bancorp
Minnesota
$2K – – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$2K – – –
Bessemer Group
181
Bessemer Group
New Jersey
$2K – – –
IA
182
IFP Advisors
Florida
$2K – – –
EWA
183
EverSource Wealth Advisors
Alabama
$2K – – –
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
C
186
Covestor
United Kingdom
$2K +$750 +18 +60%
S
187
SignatureFD
Georgia
$2K +$2K +51 New
AF
188
Allworth Financial
California
$1K -$722 -13 -42%
BBPWM
189
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
ACM
190
AUA Capital Management
Pennsylvania
$1K – – –
PSB
191
Piscataqua Savings Bank
New Hampshire
$1K – – –
GRP
192
Global Retirement Partners
California
$1K +$400 +6 +67%
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +18 New
FHA
194
First Horizon Advisors
Tennessee
$1K +$1K +36 New
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$259 – – –
WA
196
Wasatch Advisors
Utah
– -$22.3M -759,651 Closed
HFA
197
Harbert Fund Advisors
Alabama
– -$4.29M -146,530 Closed
RPA
198
Rock Point Advisors
Vermont
– -$1.06M -36,325 Closed
Allianz Asset Management
199
Allianz Asset Management
Germany
– -$683K -23,309 Closed
GCP
200
GSA Capital Partners
United Kingdom
– -$546K -18,650 Closed
5 6 7
8
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