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Donnelley Financial Solutions
DFIN

Overview Fund Activity

196 hedge funds and large institutions have $1.13B invested in Donnelley Financial Solutions in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
3.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
18
Increased
56
Reduced
79
Closed
22
Calls
$617K
Puts
$1.02M
Net Calls
-$400K
Net Calls Change
+$4.28M

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$22.9M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$42.9M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$20.5M
4
Morgan Stanley
Morgan Stanley
New York
$26.5M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
$8.57M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$17.2M
3
American Century Companies
American Century Companies
Missouri
$63.5M
4
Lazard Asset Management
Lazard Asset Management
New York
$228K
5
PMG
Private Management Group
California
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$171M -$473K -11,566 -0.3%
SCM
2
Simcoe Capital Management
New York
$155M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$70.7M -$1.37M -33,530 -2%
American Century Companies
4
American Century Companies
Missouri
$63.5M -$11.1M -272,237 -15%
RHJA
5
Rice Hall James & Associates
California
$43.8M -$3.97M -97,188 -8%
Mawer Investment Management
6
Mawer Investment Management
Alberta, Canada
$42.9M +$21.4M +522,980 +99%
Aberdeen Group
7
Aberdeen Group
United Kingdom
$40.3M -$4.69M -114,852 -10%
State Street
8
State Street
Massachusetts
$40.1M -$964K -23,589 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$39.6M -$1.51M -36,836 -4%
Morgan Stanley
10
Morgan Stanley
New York
$26.5M +$10.5M +256,361 +65%
TCM
11
Tensile Capital Management
California
$25M +$8.31M +203,336 +50%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$22.9M +$21.8M +534,572 +1,993%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$21.1M +$16.6K +406 +0.1%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$20.5M +$20.5M +502,202 New
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$17.2M -$15.7M -384,625 -48%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$16.8M +$3.25M +79,502 +24%
LSV Asset Management
17
LSV Asset Management
Illinois
$15.5M +$425K +10,400 +3%
Northern Trust
18
Northern Trust
Illinois
$14.8M +$1.44M +35,185 +11%
WCM
19
Wedge Capital Management
North Carolina
$14.2M -$304K -7,444 -2%
PMG
20
Private Management Group
California
$13.7M -$5.59M -136,901 -29%
Charles Schwab
21
Charles Schwab
California
$13.3M -$209K -5,117 -2%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$12.6M +$6.93M +169,519 +122%
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.3M -$3.55M -86,987 -22%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$11.4M -$1.51M -37,024 -12%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$11.3M -$651K -15,938 -5%
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