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Donnelley Financial Solutions
DFIN

Overview Fund Activity

244 hedge funds and large institutions have $1.76B invested in Donnelley Financial Solutions in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-11
Holders Change %
-4.31%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
83
Reduced
83
Closed
45
Calls
$508K
Puts
$245K
Net Calls
+$263K
Net Calls Change
+$480K

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$26.3M
2
PC
2
Port Capital
Illinois
$23.1M
3
TI
3
Tidal Investments
Wisconsin
$19.6M
4
Public Employees Retirement Association of Colorado
4
Public Employees Retirement Association of Colorado
Colorado
$12.4M
5
SCM
5
Shapiro Capital Management
Georgia
$11.4M

Top Sellers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$109M
2
SCM
2
Simcoe Capital Management
New York
$48.6M
3
American Century Companies
3
American Century Companies
Missouri
$62.3M
4
Invesco
4
Invesco
Georgia
$64.4M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
176
Royal Bank of Canada
Ontario, Canada
$152K -$62.4K -994 -29%
US Bancorp
177
US Bancorp
Minnesota
$141K +$7.84K +125 +6%
VI
178
Vestcor Inc
New Brunswick, Canada
$121K +$121K +1,933 New
KBC Group
179
KBC Group
Belgium
$97K +$33.5K +535 +53%
NSIM
180
North Star Investment Management
Illinois
$85.2K – – –
MAM
181
Meeder Asset Management
Ohio
$77.7K +$77.7K +1,239 New
SAM
182
Smartleaf Asset Management
Massachusetts
$72.8K +$62.1K +987 +584%
PS
183
Principal Securities
Iowa
$63.7K +$59.8K +953 +1,537%
HNB
184
Huntington National Bank
Ohio
$57.1K +$9.79K +156 +21%
TRCT
185
Tower Research Capital (TRC)
New York
$51.4K -$273K -4,346 -84%
ACM
186
Aquatic Capital Management
Illinois
$48.6K +$48.6K +774 New
QL
187
Quarry LP
New York
$42.3K +$42.3K +674 New
BTI
188
Blue Trust Inc
Georgia
$40.6K -$16K -255 -28%
QCG
189
Quadrant Capital Group
Ohio
$38.5K – – –
LC
190
Lindbrook Capital
California
$38.1K +$1.51K +24 +4%
SIC
191
Salem Investment Counselors
North Carolina
$37.8K – – –
FFA
192
Farther Finance Advisors
California
$37K +$7.15K +114 +24%
TPCW
193
TD Private Client Wealth
New York
$33.3K +$1.07K +17 +3%
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$28.8K -$10.8K -182 -27%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$25K -$10.9K -174 -30%
CMA
196
Cedar Mountain Advisors
Oregon
$24.2K +$24.2K +385 New
ST
197
Smithfield Trust
Pennsylvania
$21K +$21K +350 New
SCM
198
Sterling Capital Management
North Carolina
$19.6K +$16.6K +264 +550%
VCM
199
Versant Capital Management
Arizona
$15.7K – – –
CFGS
200
Concourse Financial Group Securities
Alabama
$14.6K +$14.6K +223 New
6 7
8
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