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Donnelley Financial Solutions

244 hedge funds and large institutions have $1.14B invested in Donnelley Financial Solutions in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 236244 (+8)

10% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 81

0.09% less ownership

Funds ownership: 94.93%94.84% (-0.09%)

3% less capital invested

Capital invested by funds: $1.18B → $1.14B (-$32.7M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
244
Holders Change
+8
Holders Change %
+3.39%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
35
Increased
89
Reduced
81
Closed
22
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$188M +$2.41M +49,229 +1%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$58.4M -$35.6K -725 -0.1%
State Street
3
State Street
Massachusetts
$54.7M -$2.18M -44,509 -4%
VCM
4
Vanguard Capital Management
Pennsylvania
$52.6M +$54.7M +1,114,920 New
Morgan Stanley
5
Morgan Stanley
New York
$44.7M -$4.85M -98,917 -9%
AIMCA
6
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$40.2M -$1.32M -26,989 -3%
RHJA
7
Rice Hall James & Associates
California
$36.8M +$691K +14,098 +2%
WHG
8
Westwood Holdings Group
Texas
$35.9M -$840K -17,138 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$32.4M -$508K -10,355 -1%
FCM
10
Frontier Capital Management
Massachusetts
$30.8M +$4M +81,545 +14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$29.5M +$822K +16,765 +3%
SCM
12
Simcoe Capital Management
New York
$28.2M -$22.2M -452,065 -43%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$25.7M +$1.31M +26,651 +5%
VPM
14
Vanguard Portfolio Management
Pennsylvania
$23.7M +$24.6M +502,659 New
BTW
15
Boston Trust Walden
Massachusetts
$22M -$2.59M -52,829 -10%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$21.8M +$8.45M +172,258 +59%
RA
17
Royce & Associates
New York
$21.2M -$6.92M -141,186 -24%
SCM
18
Shapiro Capital Management
Georgia
$21.1M -$2.16M -44,093 -9%
Charles Schwab
19
Charles Schwab
California
$20.4M +$2.01M +40,998 +10%
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$20M -$21.4M -435,861 -51%
Northern Trust
21
Northern Trust
Illinois
$19.7M +$38.9K +793 +0.2%
Goldman Sachs
22
Goldman Sachs
New York
$19.5M +$10.5M +214,946 +108%
JP Morgan Chase
23
JP Morgan Chase
New York
$15.6M -$1.53M -31,211 -9%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$14.8M +$1.02M +20,766 +7%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$13.9M +$2.43M +49,600 +20%