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Donnelley Financial Solutions
DFIN

Overview Fund Activity

202 hedge funds and large institutions have $1.02B invested in Donnelley Financial Solutions in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 90 reducing their positions, and 21 closing their positions.

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
43
Reduced
90
Closed
21
Calls
$84K
Puts
$4.76M
Net Calls
-$4.68M
Net Calls Change
-$4.13M

Top Buyers

1
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$20.3M
2
TCM
2
Tensile Capital Management
California
$15.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.2M
4
BC
4
Brookfield Corp
Ontario, Canada
$34.6M
5
TWP
5
TFO Wealth Partners
Ohio
$1.88M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.04M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
BlackRock
3
BlackRock
New York
$162M
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Bank of America
5
Bank of America
North Carolina
$2.63M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$162M 4,190,097 -148,528 -3%
SCM
2
Simcoe Capital Management
New York
$147M 3,794,725 – –
American Century Companies
3
American Century Companies
Missouri
$70.6M 1,825,619 -4,272 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$68.2M 1,764,976 -29,332 -2%
RHJA
5
Rice Hall James & Associates
California
$45.2M 1,168,484 -8,261 -0.7%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$42.6M 1,101,367 -3,969 -0.4%
State Street
7
State Street
Massachusetts
$38.9M 1,005,283 +38,843 +4%
BC
8
Brookfield Corp
Ontario, Canada
$34.6M 894,317 +109,761 +14%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$31.2M 806,154 +1,825 +0.2%
Mawer Investment Management
10
Mawer Investment Management
Alberta, Canada
$20.3M 525,925 +525,925 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$19.9M 515,649 -7,466 -1%
PMG
12
Private Management Group
California
$18.3M 473,091 -9,292 -2%
TCM
13
Tensile Capital Management
California
$15.8M 408,298 +408,298 New
Morgan Stanley
14
Morgan Stanley
New York
$15.2M 393,204 +112,192 +40%
AIMCA
15
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15M 388,161 – –
LSV Asset Management
16
LSV Asset Management
Illinois
$14.3M 370,133 – –
WCM
17
Wedge Capital Management
North Carolina
$13.7M 354,144 -11,504 -3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$12.9M 332,487 +357 +0.1%
Charles Schwab
19
Charles Schwab
California
$12.7M 329,617 +8,353 +3%
Northern Trust
20
Northern Trust
Illinois
$12.6M 326,238 -9,701 -3%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$12.2M 316,490 -30,610 -9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11.3M 293,428 -7,741 -3%
SEI Investments
23
SEI Investments
Pennsylvania
$8.7M 225,203 -11,775 -5%
Invesco
24
Invesco
Georgia
$8.58M 221,986 -29,658 -12%
OKSA
25
O'Keefe Stevens Advisory
New York
$8.37M 216,448 +2,445 +1%
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