Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Donnelley Finl Solutions Inc (DFIN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — DFIN

Based on 243 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DFIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
243 hedge funds hold DFIN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DFIN is almost the same as a year ago (+4 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

114 buying125 selling
Last quarter: 125 funds reduced or exited vs 114 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 — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 31 → 34 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 15% new
153 out of 243 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.
📈

Growing discovery — still being found

34 → 32 → 31 → 34 → 38 new funds/Q
New funds entering each quarter: 32 → 31 → 34 → 38. A growing number of institutions are discovering DFIN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 20% newcomers

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Entry-cohort mix of 243 holders: 164 (67%) are 2+ year veterans, 31 entered 1–2 years ago, and 48 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
47 of 243 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in DFIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — DFIN

In 2026 Q2, 114 hedge funds were net buyers of DFIN (38 opened a new position, 76 added to an existing one), while 125 reduced or exited (88 trimmed, 37 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in DFIN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 243.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: DFIN
239 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 239 242 -1.24%
13F Shares 23M 24M -4.54%
Total Value $945M $1.03B -8.39%
New Positions 36 34 +2
Increased Positions 75 87 -12
Closed Positions 39 24 +15
Reduced Positions 87 80 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIN

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Institutional Holders (2026 Q2)

239 + investors

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

QUARTER:
Top 25 DFIN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Access Investment Management LLC 3.29% 306,305 $12.8M
2 Villanova Investment Management Co LLC 2.91% 73,050 $3.1M
3 Rice Hall James & Associates, LLC 1.58% 775,119 $32.5M
4 Ophir Asset Management Pty Ltd 1.27% 368,192 $15.4M
5 Anderson Financial Strategies, LLC 1.09% 42,965 $2.1M
6 Shapiro Capital Management LLC 1.08% 425,415 $17.8M
7 Bridge City Capital, LLC 0.85% 89,065 $3.7M
8 Monimus Capital Management, LP 0.44% 44,806 $1.9M
9 Globeflex Capital L P 0.37% 68,494 $2.9M
10 Isthmus Partners, LLC 0.31% 76,464 $3.2M
11 Algert Global LLC 0.26% 529,983 $22.2M
12 Alberta Investment Management Corp 0.25% 1,052,611 $44.2M
13 Marathon Asset Management Ltd 0.21% 120,804 $5.1M
14 Frontier Capital Management Co LLC 0.16% 419,466 $17.6M
15 Royce & Associates LP 0.15% 434,271 $18.2M
16 Boston Trust Walden Corp 0.14% 449,160 $18.8M
17 Inspire Investing, LLC 0.13% 73,137 $3.1M
18 Numerai GP LLC 0.10% 30,213 $1.3M
19 Mawer Investment Management Ltd. 0.10% 347,156 $14.6M
20 WINTON GROUP Ltd 0.09% 67,059 $2.8M
21 William Blair Investment Management, LLC 0.08% 631,933 $26.5M
22 James Investment Research, INC. 0.07% 17,362 $728K
23 Fuller & Thaler Asset Management, INC. 0.07% 629,252 $26.4M
24 State of Wyoming 0.05% 11,533 $484K
25 Legato Capital Management LLC 0.04% 12,204 $512K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DFIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DFIN?

More sellers than buyers — 48% buying: Last quarter: 125 funds reduced or exited vs 114 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?

Elite ownership — 52% AUM from top-100 funds: 47 of 243 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in DFIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DFIN?

63% of holders stayed for 2+ years: 153 out of 243 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.

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