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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 %
KFP
201
KB Financial Partners
New Jersey
$3K – – –
NS
202
NBC Securities
Alabama
$2K +$2K +37 New
BAAM
203
Baker Avenue Asset Management
California
$1.46K – – –
OC
204
Oakworth Capital
Alabama
$1.13K – – –
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$1.01K – – –
FHA
206
First Horizon Advisors
Tennessee
$956 -$1.35K -24 -59%
GRP
207
Global Retirement Partners
California
$818 – – –
SPIA
208
Steward Partners Investment Advisory
New York
$675 – – –
PTC
209
Private Trust Company
Ohio
$563 – – –
HWM
210
HighMark Wealth Management
Minnesota
$507 – – –
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$394 – – –
ECM
212
Everence Capital Management
Indiana
$369 – – –
PA
213
Parallel Advisors
California
$281 – – –
S
214
SignatureFD
Georgia
$225 -$675 -12 -75%
MVP
215
Medina Value Partners
California
– -$8.54M -187,462 Closed
Tudor Investment Corp
216
Tudor Investment Corp
Connecticut
– -$2.39M -52,516 Closed
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
– -$1.92M -42,205 Closed
QC
218
Quantedge Capital
Singapore
– -$1.51M -33,100 Closed
DM
219
Delphi Management
Massachusetts
– -$949K -20,854 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
220
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$575K -12,630 Closed
AI
221
Atom Investors
Texas
– -$382K -8,393 Closed
SFI
222
Susquehanna Fundamental Investments
Pennsylvania
– -$314K -6,900 Closed
TI
223
Trexquant Investment
Connecticut
– -$279K -6,124 Closed
CANY
224
Caxton Associates (New York)
New York
– -$232K -5,100 Closed
DTL
225
Dynamic Technology Lab
Singapore
– -$219K -4,800 Closed
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9
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