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Donnelley Financial Solutions
DFIN

Overview Fund Activity

249 hedge funds and large institutions have $1.63B invested in Donnelley Financial Solutions in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+3
Holders Change %
+1.22%
% of All Funds
3.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
31
Increased
87
Reduced
85
Closed
25
Calls
$835K
Puts
$1.42M
Net Calls
-$584K
Net Calls Change
+$104K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$30.5M
2
American Century Companies
2
American Century Companies
Missouri
$68.7M
3
BlackRock
3
BlackRock
New York
$250M
4
Millennium Management
4
Millennium Management
New York
$15.1M
5
BC
5
Burney Company
Virginia
$10.6M

Top Sellers

1
SCM
1
Simcoe Capital Management
New York
$76.1M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$19M
3
WCA
3
Waratah Capital Advisors
Ontario, Canada
$0
4
JAIC
4
Josh Arnold Investment Consultant
Minnesota
$0
5
TCM
5
Tensile Capital Management
California
$4.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
201
Salem Investment Counselors
North Carolina
$36K – – –
LC
202
Lindbrook Capital
California
$35.3K – – –
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$28K +$11.7K +198 +72%
TPCW
204
TD Private Client Wealth
New York
$20.9K – – –
VCM
205
Versant Capital Management
Arizona
$14.9K – – –
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$13.5K -$15.4K -258 -53%
MG
207
Mather Group
Illinois
$12.7K – – –
C
208
Covestor
United Kingdom
$11K +$176 +3 +2%
CSC
209
Caldwell Sutter Capital
California
$10.9K – – –
W
210
WealthCollab
Washington
$9.66K – – –
NA
211
NewEdge Advisors
Louisiana
$9.06K +$7.81K +131 +624%
GI
212
GAMMA Investing
California
$7.93K – – –
SAM
213
Smartleaf Asset Management
Massachusetts
$7.82K +$7.82K +135 New
AF
214
Allworth Financial
California
$6.07K -$196 -3 -3%
Bessemer Group
215
Bessemer Group
New Jersey
$6K -$3.79K -60 -39%
HIM
216
Hillsdale Investment Management
Ontario, Canada
$5.96K +$596 +10 +11%
FFA
217
Frazier Financial Advisors
Ohio
$5.13K +$5.13K +86 New
BWAM
218
Boyd Watterson Asset Management
Ohio
$4.53K – – –
LFA
219
LGT Financial Advisors
Texas
$4.53K – – –
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$4.11K +$894 +15 +28%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$4K +$4K +75 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$3.64K -$298 -5 -8%
AS
223
Altshuler Shaham
Israel
$3.52K +$60 +1 +2%
MFT
224
Moisand Fitzgerald Tamayo
Florida
$3.28K – – –
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$3.28K – – –
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9
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