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Donnelley Financial Solutions
DFIN

Overview Fund Activity

211 hedge funds and large institutions have $1.23B invested in Donnelley Financial Solutions in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
65
Reduced
74
Closed
14
Calls
$997K
Puts
$1.08M
Net Calls
-$82K
Net Calls Change
+$318K

Top Buyers

1
MAMU
Marathon Asset Management (UK)
United Kingdom
$23.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
$83.7M
3
Morgan Stanley
Morgan Stanley
New York
$33.1M
4
EAM
Eagle Asset Management
Florida
$6.69M
5
AP
Advisors Preferred
Maryland
$3.2M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$44M
2
SCM
Simcoe Capital Management
New York
$156M
3
BlackRock
BlackRock
New York
$183M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$37.7M
5
WCM
Wedge Capital Management
North Carolina
$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oakworth Capital
Alabama
$911 – – –
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$820 – – –
S
203
SignatureFD
Georgia
$728 – – –
AF
204
Allworth Financial
California
$683 – – –
GRP
205
Global Retirement Partners
California
$683 – – –
SPIA
206
Steward Partners Investment Advisory
New York
$546 +$546 +12 New
PTC
207
Private Trust Company
Ohio
$455 – – –
HWM
208
HighMark Wealth Management
Minnesota
$410 – – –
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$319 – – –
PA
210
Parallel Advisors
California
$228 – – –
Comerica Bank
211
Comerica Bank
Texas
$4 +$4 +5,024 New
CS
212
Candriam SCA
Luxembourg
– -$2.69M -71,489 Closed
SDIC
213
South Dakota Investment Council
South Dakota
– -$2.02M -49,375 Closed
Balyasny Asset Management
214
Balyasny Asset Management
Illinois
– -$845K -20,671 Closed
ETC
215
Exchange Traded Concepts
Oklahoma
– -$405K -9,919 Closed
AWM
216
AE Wealth Management
Kansas
– -$205K -5,022 Closed
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
– -$203K -4,960 Closed
SG Americas Securities
218
SG Americas Securities
New York
– -$187K -4,580 Closed
ACM
219
Aquatic Capital Management
Illinois
– -$33K -800 Closed
AS
220
Altshuler Shaham
Israel
– -$30.3K -742 Closed
TWA
221
TCI Wealth Advisors
Arizona
– -$9.64K -236 Closed
BAM
222
Belpointe Asset Management
Nevada
– -$7.4K -181 Closed
Simplex Trading
223
Simplex Trading
Illinois
– -$4K -100 Closed
EI
224
Ellevest Inc
New York
– -$245 -6 Closed
ASN
225
Advisory Services Network
Georgia
– -$204 -5 Closed
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