Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DONNELLEY FINL SOLUTIONS INC (DFIN)

220 + Investors. Track Smart Money conviction in DFIN. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
2Q ▼
Buyers last Q
42%

Smart Money Signals — DFIN

Based on 220 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their DFIN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
220 funds currently hold this stock — 89% of the 3.0-year high of 246 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold DFIN compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 42% buying

92 buying126 selling
Last quarter: 126 funds reduced or exited vs 92 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 35 → 32 → 31 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 20% medium 17% new
137 out of 220 hedge funds have held DFIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~29 new funds/quarter

33 → 35 → 32 → 31 → 29 new funds/Q
New funds entering each quarter: 35 → 32 → 31 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 10% 1-2yr 23% new
Of 220 current holders: 147 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
38 of 220 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DFIN

How many hedge funds hold DFIN — quarterly history vs. share price
Quarterly hedge fund ownership of DFIN vs. share price

Market Analysis: DFIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFIN

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

46 top-rated funds 1 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: DFIN
2026 Q1 Stats Unlock in 22 days 220 + Investors

Track Smart Money conviction in DFIN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 220 225 -2.22%
13F Shares 25M 26M -6.04%
Total Value $1.14B $1.31B -13.35%
New Positions 29 31 -2
Increased Positions 63 83 -20
Closed Positions 34 34 -
Reduced Positions 92 78 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIN

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Financial Highlights

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Institutional Holders (2026 Q1)

220 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFIN. Verified SEC 13F-HR filings.

Top 25 institutional holders of DFIN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marathon Asset Management Ltd 0.28% 154,456 $7.3M
2 Boston Trust Walden Corp 0.18% 467,079 $22.0M
3 Inspire Investing, LLC 0.18% 46,150 $2.2M
4 JAMES INVESTMENT RESEARCH, INC. 0.09% 17,362 $818K
5 Moran Wealth Management, LLC 0.07% 45,493 $2.1M
6 EVOLVE PRIVATE WEALTH, LLC 0.02% 9,374 $442K
7 WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% 26,159 $1.2M
8 NorthCrest Asset Manangement, LLC 0.01% 9,937 $475K
9 State of Alaska, Department of Revenue 0.01% 21,876 $1K
10 Louisiana State Employees Retirement System 0.01% 11,800
11 RITHOLTZ WEALTH MANAGEMENT 0.01% 9,953 $469K
12 Janney Montgomery Scott LLC 0.01% 56,694 $3K
13 Versant Capital Management, Inc 0.00% 988 $47K
14 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 41,261 $2K
15 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 7,043 $332K
16 North Star Investment Management Corp. 0.00% 1,358 $64K
17 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.00% 1,500 $71K
18 McMillan Office, Inc. 0.00% 325 $15K
19 EXCHANGE TRADED CONCEPTS, LLC 0.00% 4,938 $233K
20 SG Americas Securities, LLC 0.00% 31,532 $1K
21 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.00% 76 $4K
22 SALEM INVESTMENT COUNSELORS INC 0.00% 603 $28K
23 Sound Income Strategies, LLC 0.00% 332 $15K
24 TD PRIVATE CLIENT WEALTH LLC 0.00% 753 $35K
25 TOTH FINANCIAL ADVISORY CORP 0.00% 140 $7K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DONNELLEY FINL SOLUTIONS INC (DFIN)

What does the Smart Money Trend signal show for DFIN?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their DFIN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DFIN?

More sellers than buyers — 42% buying: Last quarter: 126 funds reduced or exited vs 92 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DFIN holders?

Strong quality — 35% AUM from major funds: 38 of 220 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DFIN?

62% of holders stayed for 2+ years: 137 out of 220 hedge funds have held DFIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.