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Donnelley Financial Solutions
DFIN

Overview Fund Activity

213 hedge funds and large institutions have $1.48B invested in Donnelley Financial Solutions in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 100 reducing their positions, and 19 closing their positions.

Holders
213
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
22
Increased
53
Reduced
100
Closed
19
Calls
$349K
Puts
$754K
Net Calls
-$405K
Net Calls Change
-$323K

Top Buyers

1
Invesco
1
Invesco
Georgia
$42.4M
2
BTW
2
Boston Trust Walden
Massachusetts
$25.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.78M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$6.51M
5
CM
5
Castleark Management
Illinois
$3.77M

Top Sellers

1
SCM
1
Simcoe Capital Management
New York
$171M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$32.6M
3
TCM
3
Tensile Capital Management
California
$22.4M
4
MVP
4
Medina Value Partners
California
$0
5
LSV Asset Management
5
LSV Asset Management
Illinois
$16M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$219M 3,882,909 -126,840 -3%
SCM
2
Simcoe Capital Management
New York
$171M 3,038,258 -395,535 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$103M 1,822,198 -15,426 -0.8%
RHJA
4
Rice Hall James & Associates
California
$56.4M 1,001,579 -67,977 -6%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$56.3M 1,000,541 -41,708 -4%
State Street
6
State Street
Massachusetts
$56.3M 1,000,342 +37,282 +4%
American Century Companies
7
American Century Companies
Missouri
$55.3M 982,113 +14,621 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$54.1M 960,874 -12,365 -1%
Invesco
9
Invesco
Georgia
$42.4M 753,883 +508,638 +207%
Morgan Stanley
10
Morgan Stanley
New York
$37.1M 659,641 -66,731 -9%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$33.3M 592,256 +4,505 +0.8%
Aberdeen Group
12
Aberdeen Group
United Kingdom
$32.6M 578,439 -248,549 -30%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$29.4M 522,002 +14,296 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.1M 498,866 -22,996 -4%
MAMU
15
Marathon Asset Management (UK)
United Kingdom
$27.2M 483,860 -24,051 -5%
BTW
16
Boston Trust Walden
Massachusetts
$25.8M 458,493 +458,493 New
TCM
17
Tensile Capital Management
California
$22.4M 398,406 -213,228 -35%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$22.1M 393,244 -2,834 -0.7%
Northern Trust
19
Northern Trust
Illinois
$21.8M 387,879 -718 -0.2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$20.3M 360,894 -2,456 -0.7%
Charles Schwab
21
Charles Schwab
California
$18.4M 326,729 +12,831 +4%
AIMCA
22
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17M 301,174 – –
LSV Asset Management
23
LSV Asset Management
Illinois
$16M 285,149 -145,484 -34%
PMG
24
Private Management Group
California
$14.9M 265,304 -11,386 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$14.7M 261,040 -9,943 -4%
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