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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 %
MG
201
Mather Group
Illinois
$12.9K – – –
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$11.9K -$5.46K -87 -31%
CSC
203
Caldwell Sutter Capital
California
$11.5K – – –
SS
204
SBI Securities
Japan
$10.9K +$10.9K +173 New
W
205
WealthCollab
Washington
$10.2K – – –
Bessemer Group
206
Bessemer Group
New Jersey
$10K +$1.45K +22 +17%
GWM
207
Geneos Wealth Management
Colorado
$9.85K – – –
ETS
208
ESL Trust Services
New York
$9.79K +$9.79K +156 New
C
209
Covestor
United Kingdom
$9K -$360 -6 -4%
A
210
AlphaQuest
New York
$8.66K -$70.2K -1,119 -89%
GI
211
GAMMA Investing
California
$8.16K +$314 +5 +4%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$7.78K +$1.51K +24 +24%
TWC
213
TD Waterhouse Canada
Ontario, Canada
$7.7K +$7.7K +123 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$6.4K +$1.32K +21 +26%
AF
215
Allworth Financial
California
$5.49K -$458 -7 -8%
UB
216
UMB Bank
Missouri
$4.83K – – –
LFA
217
LGT Financial Advisors
Texas
$4.77K – – –
BWAM
218
Boyd Watterson Asset Management
Ohio
$4.77K – – –
Creative Planning
219
Creative Planning
Kansas
$4.52K +$4.52K +72 New
AS
220
Altshuler Shaham
Israel
$4.33K +$753 +12 +21%
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$3.7K +$251 +4 +7%
MFT
222
Moisand Fitzgerald Tamayo
Florida
$3.45K – – –
RIL
223
Rothschild Investment LLC
Illinois
$2.2K -$1.88K -30 -46%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$2.07K – – –
LIS
225
Legacy Investment Solutions
Idaho
$1.74K +$1.07K +16 +160%
7 8
9
10 11