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Donnelley Financial Solutions
DFIN

Overview Fund Activity

213 hedge funds and large institutions have $1.48B invested in Donnelley Financial Solutions in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 100 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
22
Increased
53
Reduced
100
Closed
19
Calls
$349K
Puts
$754K
Net Calls
-$405K
Net Calls Change
-$323K

Top Buyers

1
Invesco
Invesco
Georgia
$42.4M
2
BTW
Boston Trust Walden
Massachusetts
$25.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.78M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$6.51M
5
CM
Castleark Management
Illinois
$3.77M

Top Sellers

1
SCM
Simcoe Capital Management
New York
$171M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$32.6M
3
TCM
Tensile Capital Management
California
$22.4M
4
MVP
Medina Value Partners
California
$0
5
LSV Asset Management
LSV Asset Management
Illinois
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
176
Quantbot Technologies
New York
$40.1K +$40.1K +712 New
SIC
177
Salem Investment Counselors
North Carolina
$33.9K – – –
LC
178
Lindbrook Capital
California
$32.8K -$338 -6 -1%
QCG
179
Quadrant Capital Group
Ohio
$31.3K – – –
QL
180
Quarry LP
New York
$29.8K -$5.29K -94 -15%
Federated Hermes
181
Federated Hermes
Pennsylvania
$26.1K -$507 -9 -2%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$25.9K – – –
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$17K -$27.8K -500 -62%
TPCW
184
TD Private Client Wealth
New York
$15.7K -$9.17K -163 -37%
BTI
185
Blue Trust Inc
Georgia
$15K +$11K +239 +275%
VCM
186
Versant Capital Management
Arizona
$14.1K – – –
CSC
187
Caldwell Sutter Capital
California
$10.3K – – –
C
188
Covestor
United Kingdom
$10K +$281 +5 +3%
WTG
189
West Tower Group
Virginia
$8.5K +$8.5K +151 New
PFBT
190
Parkside Financial Bank & Trust
Missouri
$8.22K – – –
MFT
191
Moisand Fitzgerald Tamayo
Florida
$7.2K – – –
First Manhattan
192
First Manhattan
New York
$5.63K – – –
Bessemer Group
193
Bessemer Group
New Jersey
$5K – – –
AF
194
Allworth Financial
California
$4.39K +$3.55K +63 +420%
BWAM
195
Boyd Watterson Asset Management
Ohio
$4.28K – – –
LFA
196
LGT Financial Advisors
Texas
$4.28K +$4.28K +76 New
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$3.43K – – –
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$3.1K – – –
FFA
199
Farther Finance Advisors
California
$3.04K – – –
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$3.04K – – –
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8
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