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Donnelley Financial Solutions
DFIN

Overview Fund Activity

222 hedge funds and large institutions have $1.7B invested in Donnelley Financial Solutions in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 97 reducing their positions, and 17 closing their positions.

Holders
222
Holders Change
+9
Holders Change %
+4.23%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
60
Reduced
97
Closed
17
Calls
$742K
Puts
$736K
Net Calls
+$6K
Net Calls Change
+$411K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$93M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$86.3M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$34.2M
4
BTW
4
Boston Trust Walden
Massachusetts
$43.5M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18.4M

Top Sellers

1
SCM
1
Simcoe Capital Management
New York
$155M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$299K
3
PMG
3
Private Management Group
California
$8.81M
4
American Century Companies
4
American Century Companies
Missouri
$55.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$248M 3,974,762 +91,853 +2%
SCM
2
Simcoe Capital Management
New York
$155M 2,486,263 -551,995 -18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$108M 1,732,673 -89,525 -5%
Morgan Stanley
4
Morgan Stanley
New York
$93M 1,491,492 +831,851 +126%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$86.3M 1,384,369 +383,828 +38%
State Street
6
State Street
Massachusetts
$62.8M 1,006,716 +6,374 +0.6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$59.2M 948,480 -12,394 -1%
RHJA
8
Rice Hall James & Associates
California
$59.2M 948,466 -53,113 -5%
American Century Companies
9
American Century Companies
Missouri
$55.2M 885,672 -96,441 -10%
Invesco
10
Invesco
Georgia
$46.5M 744,944 -8,939 -1%
BTW
11
Boston Trust Walden
Massachusetts
$43.5M 696,982 +238,489 +52%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$39.7M 637,202 +44,946 +8%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$34.2M 548,115 +351,541 +179%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$32.5M 521,376 +22,510 +5%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$32.1M 514,035 -64,404 -11%
MAMU
16
Marathon Asset Management (UK)
United Kingdom
$29.2M 468,650 -15,210 -3%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$27.6M 442,399 -79,603 -15%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$25.4M 407,801 +46,907 +13%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$23.9M 383,297 -9,947 -3%
Northern Trust
20
Northern Trust
Illinois
$22.8M 365,641 -22,238 -6%
TCM
21
Tensile Capital Management
California
$21.9M 351,209 -47,197 -12%
Charles Schwab
22
Charles Schwab
California
$20.5M 328,050 +1,321 +0.4%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$18.4M 295,455 +179,768 +155%
AIMCA
24
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.1M 273,777 -27,397 -9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$14.6M 234,360 -26,680 -10%
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