We are live on ! Find out more
DFIN icon

Donnelley Financial Solutions

221 hedge funds and large institutions have $1.39B invested in Donnelley Financial Solutions in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 54 increasing their positions, 88 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

659% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $306K

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more capital invested

Capital invested by funds: $1.04B → $1.39B (+$351M)

16% more funds holding

Funds holding: 191221 (+30)

0.07% less ownership

Funds ownership: 89.18%89.12% (-0.07%)

39% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 88

Holders
221
Holders Change
+30
Holders Change %
+15.71%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
40
Increased
54
Reduced
88
Closed
10
Calls
$2.32M
Puts
$306K
Net Calls
+$2.02M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$228M -$12.4M -285,842 -6%
SCM
2
Simcoe Capital Management
New York
$156M
American Century Companies
3
American Century Companies
Missouri
$99.1M -$33.3M -768,744 -27%
Vanguard Group
4
Vanguard Group
Pennsylvania
$90.8M +$2.84M +65,402 +4%
RHJA
5
Rice Hall James & Associates
California
$65.2M -$7.9M -182,159 -12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$60.2M -$6.01M -138,685 -10%
State Street
7
State Street
Massachusetts
$48.7M +$1.48M +34,077 +3%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$42M +$38.6M +890,206 New
WA
9
Wasatch Advisors
Utah
$32.2M -$8.56M -197,359 -22%
Invesco
10
Invesco
Georgia
$25.8M +$13.6M +314,321 +135%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23.8M +$346K +7,973 +2%
PMG
12
Private Management Group
California
$19.2M -$2.97M -68,517 -14%
AIMCA
13
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18.3M
WCM
14
Wedge Capital Management
North Carolina
$18.1M -$1.3M -30,089 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$18M -$615K -14,178 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$17.9M +$545K +12,578 +3%
Northern Trust
17
Northern Trust
Illinois
$17.8M -$231K -5,332 -1%
Charles Schwab
18
Charles Schwab
California
$16.2M -$232K -5,347 -2%
Federated Hermes
19
Federated Hermes
Pennsylvania
$15M +$5.68K +131 +0%
N
20
Nuveen
North Carolina
$14.1M -$582K -13,429 -4%
PPA
21
Parametric Portfolio Associates
Washington
$12.9M -$413K -9,523 -3%
SEI Investments
22
SEI Investments
Pennsylvania
$12M -$1.23M -28,448 -10%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12M -$856K -19,750 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.4M +$398K +9,189 +4%
Principal Financial Group
25
Principal Financial Group
Iowa
$10.2M -$931K -21,468 -9%

DFIN Hedge Fund Activity: Q4 2021 in Review

221 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2021, worth a combined $1.39B — up 34% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFIN positions and 10 closed out — a net gain of 30 holders — while 54 added to existing stakes and 88 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $38.6M. The largest seller was American Century Companies, cutting an estimated $33.3M.

  • 221 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2021, up from 191 in Q3 2021.
  • Funds reported $1.39B of Donnelley Financial Solutions stock for Q4 2021, up 34% quarter-over-quarter.
  • 40 funds opened new Donnelley Financial Solutions positions in Q4 2021 and 10 closed out, a net change of +30 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2021 was Aberdeen Group, an estimated $38.6M added.
  • The largest Donnelley Financial Solutions seller in Q4 2021 was American Century Companies, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2021.