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Donnelley Financial Solutions

244 hedge funds and large institutions have $1.76B invested in Donnelley Financial Solutions in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $508K | Put options by funds: $245K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.37% more ownership

Funds ownership: 94.05%97.43% (+3.4%)

0% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 83

2% less capital invested

Capital invested by funds: $1.79B → $1.76B (-$29.7M)

4% less funds holding

Funds holding: 255244 (-11)

20% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 45

Holders
244
Holders Change
-11
Holders Change %
-4.31%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
36
Increased
83
Reduced
83
Closed
45
Calls
$508K
Puts
$245K
Net Calls
+$263K
Net Calls Change
+$480K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$282M +$9.77M +156,620 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M -$1.31M -20,927 -1%
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$109M -$17.8M -285,541 -14%
State Street
4
State Street
Massachusetts
$73.1M +$6.48M +103,915 +10%
Invesco
5
Invesco
Georgia
$64.4M -$7.31M -117,197 -10%
American Century Companies
6
American Century Companies
Missouri
$62.3M -$10.1M -162,142 -14%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$55.2M -$1.06M -16,930 -2%
RHJA
8
Rice Hall James & Associates
California
$52.9M -$3.48M -55,809 -6%
Morgan Stanley
9
Morgan Stanley
New York
$49.5M -$2.81M -45,114 -5%
SCM
10
Simcoe Capital Management
New York
$48.6M -$14.6M -234,041 -23%
BTW
11
Boston Trust Walden
Massachusetts
$48.5M -$1.03M -16,578 -2%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$40.3M -$2.14M -34,256 -5%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$37.3M +$2.49M +39,980 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$37M -$188K -3,014 -0.5%
Northern Trust
15
Northern Trust
Illinois
$34.2M +$4.98M +79,848 +17%
FCM
16
Frontier Capital Management
Massachusetts
$26.3M +$26.2M +419,713 New
JP Morgan Chase
17
JP Morgan Chase
New York
$24.4M -$4.04M -64,716 -14%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$23.6M +$3.35M +53,665 +17%
Charles Schwab
19
Charles Schwab
California
$23.4M +$1.38M +22,195 +6%
PC
20
Port Capital
Illinois
$23.1M +$23M +368,471 New
Aberdeen Group
21
Aberdeen Group
United Kingdom
$22.7M -$4.74M -76,002 -17%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$21.8M -$594K -9,521 -3%
NPIC
23
Neumeier Poma Investment Counsel
California
$20.3M -$371K -5,945 -2%
TI
24
Tidal Investments
Wisconsin
$19.6M +$19.5M +312,364 New
Goldman Sachs
25
Goldman Sachs
New York
$16M +$3.11M +49,863 +24%

DFIN Hedge Fund Activity: Q4 2024 in Review

244 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Donnelley Financial Solutions (DFIN) for Q4 2024, worth a combined $1.76B — down 1.7% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of DFIN and 36 opened new positions — a net loss of 9 holders — while 83 trimmed existing stakes and 83 added.

The largest buyer was Frontier Capital Management, opening a new position worth an estimated $26.2M. The largest seller was Mawer Investment Management, cutting an estimated $17.8M.

  • 244 institutional investors held Donnelley Financial Solutions (DFIN) as of Q4 2024, down from 255 in Q3 2024.
  • Funds reported $1.76B of Donnelley Financial Solutions stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 36 funds opened new Donnelley Financial Solutions positions in Q4 2024 and 45 closed out, a net change of -9 holders.
  • The largest Donnelley Financial Solutions buyer in Q4 2024 was Frontier Capital Management, an estimated $26.2M added.
  • The largest Donnelley Financial Solutions seller in Q4 2024 was Mawer Investment Management, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2024.