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DNB

Dun & Bradstreet

Delisted

DNB was delisted on the 25th of August, 2025.

204 hedge funds and large institutions have $4.8B invested in Dun & Bradstreet in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,304% more call options, than puts

Call options by funds: $953K | Put options by funds: $28K

53% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 58

21% more capital invested

Capital invested by funds: $3.98B → $4.8B (+$820M)

2.91% more ownership

Funds ownership: 90.58%93.49% (+2.9%)

6% less funds holding

Funds holding: 217204 (-13)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
204
Holders Change
-13
Holders Change %
-5.99%
% of All Funds
2.97%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
28
Increased
89
Reduced
58
Closed
38
Calls
$953K
Puts
$28K
Net Calls
+$925K
Net Calls Change
+$822K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
151
Sandia Investment Management
Massachusetts
$176K -$204K -20,000 -57%
Mariner
152
Mariner
Kansas
$173K -$377K -37,016 -71%
TRCT
153
Tower Research Capital (TRC)
New York
$167K +$67.4K +6,617 +86%
TFS
154
Thoroughbred Financial Services
Tennessee
$166K
LPL Financial
155
LPL Financial
California
$162K -$4.95K -486 -3%
PWP
156
Phillips Wealth Planners
Mississippi
$155K -$9.83K -965 -7%
PL
157
Perpetual Ltd
Australia
$150K -$1.02K -100 -0.8%
Envestnet Portfolio Solutions
158
Envestnet Portfolio Solutions
Illinois
$150K +$16.9K +1,656 +15%
Arrowstreet Capital
159
Arrowstreet Capital
Massachusetts
$147K +$128K +12,541 New
COI
160
Connable Office Inc
Michigan
$145K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$139K -$19.2K -1,880 -14%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$129K +$112K +11,005 New
CFA
163
CWS Financial Advisors
Michigan
$123K +$24.4K +2,391 +29%
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$122K +$106K +10,400 New
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$118K -$68.8K -6,750 -40%
C
166
Covestor
United Kingdom
$94K +$62.3K +6,119 +314%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$68K +$4.15K +407 +8%
MIM
168
MetLife Investment Management
New Jersey
$62K -$1.04K -102 -2%
KBC Group
169
KBC Group
Belgium
$59K
Canada Pension Plan Investment Board
170
Canada Pension Plan Investment Board
Ontario, Canada
$55K
PCM
171
Penserra Capital Management
California
$52K +$45.9K +4,509 New
First Manhattan
172
First Manhattan
New York
$41.5K
S
173
SignatureFD
Georgia
$41.4K +$18.1K +1,777 +101%
Amundi
174
Amundi
France
$37K +$5.28K +518 +20%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$32.7K +$28.1K +2,759 +7,261%

DNB Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dun & Bradstreet (DNB) for Q4 2023, worth a combined $4.8B — up 21% from $3.98B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of DNB and 28 opened new positions — a net loss of 10 holders — while 58 trimmed existing stakes and 89 added.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Thomas H. Lee (THL) Partners, cutting an estimated $136M.

  • 204 institutional investors held Dun & Bradstreet (DNB) as of Q4 2023, down from 217 in Q3 2023.
  • Funds reported $4.8B of Dun & Bradstreet stock for Q4 2023, up 21% quarter-over-quarter.
  • 28 funds opened new Dun & Bradstreet positions in Q4 2023 and 38 closed out, a net change of -10 holders.
  • The largest Dun & Bradstreet buyer in Q4 2023 was Morgan Stanley, an estimated $155M added.
  • The largest Dun & Bradstreet seller in Q4 2023 was Thomas H. Lee (THL) Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2023.