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Donnelley Financial Solutions
DFIN

Overview Fund Activity

211 hedge funds and large institutions have $1.23B invested in Donnelley Financial Solutions in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 14 closing their positions.

Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
65
Reduced
74
Closed
14
Calls
$997K
Puts
$1.08M
Net Calls
-$82K
Net Calls Change
+$318K

Top Buyers

1
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$23.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$83.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.1M
4
EAM
4
Eagle Asset Management
Florida
$6.69M
5
AP
5
Advisors Preferred
Maryland
$3.2M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$44M
2
SCM
2
Simcoe Capital Management
New York
$156M
3
BlackRock
3
BlackRock
New York
$183M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$37.7M
5
WCM
5
Wedge Capital Management
North Carolina
$9.44M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$183M 4,009,749 -168,782 -4%
SCM
2
Simcoe Capital Management
New York
$156M 3,433,793 -360,932 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$83.7M 1,837,624 +106,178 +6%
RHJA
4
Rice Hall James & Associates
California
$48.7M 1,069,556 -1,740 -0.2%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$47.5M 1,042,249 -6,656 -0.6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$44.3M 973,239 +3,270 +0.3%
American Century Companies
7
American Century Companies
Missouri
$44M 967,492 -585,890 -38%
State Street
8
State Street
Massachusetts
$43.8M 963,060 -18,634 -2%
Aberdeen Group
9
Aberdeen Group
United Kingdom
$37.7M 826,988 -159,527 -16%
Morgan Stanley
10
Morgan Stanley
New York
$33.1M 726,372 +76,807 +12%
TCM
11
Tensile Capital Management
California
$27.8M 611,634 – –
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$26.8M 587,751 +26,361 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$23.8M 521,862 +5,807 +1%
MAMU
14
Marathon Asset Management (UK)
United Kingdom
$23.1M 507,911 +298,237 +142%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$23.1M 507,706 +5,504 +1%
LSV Asset Management
16
LSV Asset Management
Illinois
$19.6M 430,633 +50,100 +13%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$18M 396,078 -25,451 -6%
Northern Trust
18
Northern Trust
Illinois
$17.7M 388,597 +27,174 +8%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$16.5M 363,350 -48,639 -12%
Charles Schwab
20
Charles Schwab
California
$14.3M 313,898 -10,602 -3%
AIMCA
21
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.7M 301,174 – –
PMG
22
Private Management Group
California
$12.6M 276,690 -59,500 -18%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$12.3M 270,983 -6,507 -2%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$11.3M 248,850 -30,616 -11%
Invesco
25
Invesco
Georgia
$11.2M 245,245 +12,540 +5%
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