DNB

Dun & Bradstreet
DNB

Overview Fund Activity
Delisted

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

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230 hedge funds and large institutions have $3.86B invested in Dun & Bradstreet in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-18
Holders Change %
-7.26%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
37
Increased
100
Reduced
63
Closed
53
Calls
$300K
Puts
$9K
Net Calls
+$291K
Net Calls Change
-$58K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$494M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$306M
3
ACL
3
Azora Capital LP
Florida
$33.6M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$182M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$90.1M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$0
4
Boston Partners
4
Boston Partners
Massachusetts
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$10.2K +$10.2K +1,098 New
LI
202
LRI Investments
Florida
$9.8K +$9.8K +1,058 New
MA
203
Montag & Associates
Georgia
$9.34K +$1.58K +171 +20%
Mitsubishi UFJ Asset Management
204
Mitsubishi UFJ Asset Management
Japan
$6.7K – – –
VWM
205
Venturi Wealth Management
Texas
$5.7K +$2.55K +275 +81%
GI
206
GAMMA Investing
California
$4.78K +$3.27K +353 +217%
PWMG
207
Private Wealth Management Group
New Jersey
$4.22K +$3.7K +399 +700%
IA
208
IFP Advisors
Florida
$3.63K +$1.52K +164 +72%
PA
209
Parallel Advisors
California
$3.39K -$1.27K -137 -27%
CT
210
Colonial Trust
South Carolina
$3.15K – – –
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$3.08K +$2.59K +280 +528%
SAM
212
Smartleaf Asset Management
Massachusetts
$1.93K +$1.93K +212 New
FHA
213
First Horizon Advisors
Tennessee
$1.74K – – –
EWM
214
Evermay Wealth Management
Virginia
$1.56K -$32.2K -3,477 -95%
JWA
215
JFS Wealth Advisors
Pennsylvania
$1.46K +$584 +63 +66%
S
216
Sachetta
Massachusetts
$1.39K +$1.39K +126 New
PFBT
217
Parkside Financial Bank & Trust
Missouri
$1.22K -$29.7K -3,203 -96%
QCG
218
Quadrant Capital Group
Ohio
$1.08K -$714 -77 -40%
AF
219
Advisornet Financial
Minnesota
$926 +$926 +100 New
S
220
SignatureFD
Georgia
$620 -$32.1K -3,474 -98%
DPW
221
DiNuzzo Private Wealth
Pennsylvania
$565 +$389 +42 +221%
OWA
222
Opal Wealth Advisors
New York
$556 +$556 +60 New
SIC
223
SJS Investment Consulting
Ohio
$510 -$37 -4 -7%
HI
224
Hoey Investments
Pennsylvania
$371 – – –
RIL
225
Rothschild Investment LLC
Illinois
$324 +$324 +35 New
7 8
9
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