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Donnelley Financial Solutions
DFIN

Overview Fund Activity

222 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
60
Reduced
97
Closed
17
Calls
$742K
Puts
$736K
Net Calls
+$6K
Net Calls Change
+$411K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$93M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$86.3M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$34.2M
4
BTW
4
Boston Trust Walden
Massachusetts
$43.5M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18.4M

Top Sellers

1
SCM
1
Simcoe Capital Management
New York
$155M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$299K
3
PMG
3
Private Management Group
California
$8.81M
4
American Century Companies
4
American Century Companies
Missouri
$55.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$3.8K – – –
MFT
202
Moisand Fitzgerald Tamayo
Florida
$3.43K -$4.55K -73 -57%
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$3.43K – – –
FFA
204
Farther Finance Advisors
California
$3.37K – – –
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$3.37K – – –
PFBT
206
Parkside Financial Bank & Trust
Missouri
$2.5K -$6.61K -106 -73%
QL
207
Quarry LP
New York
$2.25K -$30.7K -493 -93%
NS
208
NBC Securities
Alabama
$2K – – –
PA
209
Pineridge Advisors
Missouri
$1.81K +$1.81K +29 New
OC
210
Oakworth Capital
Alabama
$1.25K – – –
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1.12K – – –
PS
212
Principal Securities
Iowa
$1.06K +$1.06K +17 New
GRP
213
Global Retirement Partners
California
$908 – – –
SPIA
214
Steward Partners Investment Advisory
New York
$748 – – –
PTC
215
Private Trust Company
Ohio
$624 – – –
HWM
216
HighMark Wealth Management
Minnesota
$561 – – –
AWM
217
Abound Wealth Management
Tennessee
$375 +$375 +6 New
DWM
218
Dogwood Wealth Management
Kansas
$374 +$374 +6 New
Federated Hermes
219
Federated Hermes
Pennsylvania
$312 -$28.6K -458 -99%
PA
220
Parallel Advisors
California
$312 – – –
S
221
SignatureFD
Georgia
$249 – – –
TCOV
222
Trust Company of Vermont
Vermont
$249 +$249 +4 New
SSA
223
Schonfeld Strategic Advisors
New York
– -$2.26M -40,223 Closed
Macquarie Group
224
Macquarie Group
Australia
– -$1.13M -20,100 Closed
HF
225
HRT Financial
New York
– -$509K -9,059 Closed
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