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Donnelley Financial Solutions

255 hedge funds and large institutions have $1.79B invested in Donnelley Financial Solutions in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$165M)

3% more funds holding

Funds holding: 248255 (+7)

9% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 87

0.7% more ownership

Funds ownership: 93.36%94.05% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

28% less call options, than puts

Call options by funds: $566K | Put options by funds: $783K

Holders
255
Holders Change
+7
Holders Change %
+2.82%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
95
Reduced
87
Closed
19
Calls
$566K
Puts
$783K
Net Calls
-$217K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$286M +$9.01M +138,809 +3%
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$133M -$5.84M -90,009 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$123M +$3.47M +53,482 +3%
American Century Companies
4
American Century Companies
Missouri
$76.1M +$196K +3,020 +0.3%
Invesco
5
Invesco
Georgia
$75.3M +$20.1M +309,713 +37%
State Street
6
State Street
Massachusetts
$69.8M +$278K +4,279 +0.4%
SCM
7
Simcoe Capital Management
New York
$66.4M -$17.4M -268,599 -21%
RHJA
8
Rice Hall James & Associates
California
$59.2M +$1.61M +24,869 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$59M -$1.14M -17,624 -2%
Morgan Stanley
10
Morgan Stanley
New York
$54.9M +$6.48M +99,762 +14%
BTW
11
Boston Trust Walden
Massachusetts
$52M -$1.26M -19,354 -2%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$44.5M -$1.71M -26,332 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$39.1M +$1.34M +20,652 +4%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$36.6M +$2.85M +43,974 +9%
Northern Trust
15
Northern Trust
Illinois
$30.6M +$4.94M +76,078 +20%
JP Morgan Chase
16
JP Morgan Chase
New York
$29.9M +$3M +46,273 +11%
Aberdeen Group
17
Aberdeen Group
United Kingdom
$28.7M -$2.41M -37,168 -8%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$23.5M -$58.2K -897 -0.3%
Charles Schwab
19
Charles Schwab
California
$23.1M +$1.28M +19,740 +6%
NPIC
20
Neumeier Poma Investment Counsel
California
$21.7M -$2.15M -33,185 -9%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$21.2M +$196K +3,026 +0.9%
MAMU
22
Marathon Asset Management (UK)
United Kingdom
$16M -$1.83M -28,123 -10%
OKSA
23
O'Keefe Stevens Advisory
New York
$14.5M +$65.1K +1,002 +0.5%
AIM
24
Access Investment Management
Georgia
$14.4M +$4.54K +70 +0%
Goldman Sachs
25
Goldman Sachs
New York
$13.5M -$1.14M -17,558 -8%

DFIN Hedge Fund Activity: Q3 2024 in Review

255 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q3 2024, worth a combined $1.79B — up 10% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFIN positions and 19 closed out — a net gain of 8 holders — while 95 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $20.1M. The largest seller was Simcoe Capital Management, cutting an estimated $17.4M.

  • 255 institutional investors held Donnelley Financial Solutions (DFIN) as of Q3 2024, up from 248 in Q2 2024.
  • Funds reported $1.79B of Donnelley Financial Solutions stock for Q3 2024, up 10% quarter-over-quarter.
  • 27 funds opened new Donnelley Financial Solutions positions in Q3 2024 and 19 closed out, a net change of +8 holders.
  • The largest Donnelley Financial Solutions buyer in Q3 2024 was Invesco, an estimated $20.1M added.
  • The largest Donnelley Financial Solutions seller in Q3 2024 was Simcoe Capital Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2024.