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
↑ +10
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — DFIN

Based on 242 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
242 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

121 buying104 selling
Last quarter: 121 funds bought or added vs 104 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 32 → 30 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 21% medium ■ 16% new
154 out of 242 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 — ~34 new funds/quarter

35 → 34 → 32 → 30 → 34 new funds/Q
New funds entering each quarter: 34 → 32 → 30 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

■ 68% veterans ■ 13% 1-2yr ■ 19% new
Entry-cohort mix of 242 holders: 165 (68%) are 2+ year veterans, 32 entered 1–2 years ago, and 45 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
51 of 242 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 Q1, 121 hedge funds were net buyers of DFIN (34 opened a new position, 87 added to an existing one), while 104 reduced or exited (80 trimmed, 24 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 49% of total institutional value in DFIN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 242.

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.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: DFIN
2026 Q2 Stats Unlock in 1 days 239 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 239 231 3.46%
13F Shares 24M 25M -5.63%
Total Value $1.02B $1.16B -12.14%
New Positions 33 30 +3
Increased Positions 86 63 +23
Closed Positions 25 34 -9
Reduced Positions 80 97 -17
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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 DFIN holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Shapiro Capital Management LLC 1.08% 425,415 $17.8M
6 Bridge City Capital, LLC 0.85% 89,065 $3.7M
7 Monimus Capital Management, LP 0.44% 44,806 $1.9M
8 Globeflex Capital L P 0.37% 68,494 $2.9M
9 Isthmus Partners, LLC 0.31% 76,464 $3.2M
10 Algert Global LLC 0.26% 529,983 $22.2M
11 Alberta Investment Management Corp 0.25% 1,052,611 $44.2M
12 Marathon Asset Management Ltd 0.21% 120,804 $5.1M
13 Frontier Capital Management Co LLC 0.16% 419,466 $17.6M
14 Royce & Associates LP 0.15% 434,271 $18.2M
15 Boston Trust Walden Corp 0.14% 449,160 $18.8M
16 Inspire Investing, LLC 0.13% 73,137 $3.1M
17 Numerai GP LLC 0.10% 30,213 $1.3M
18 Mawer Investment Management Ltd. 0.10% 347,156 $14.6M
19 WINTON GROUP Ltd 0.09% 67,059 $2.8M
20 William Blair Investment Management, LLC 0.08% 631,933 $26.5M
21 James Investment Research, INC. 0.07% 17,362 $728K
22 Fuller & Thaler Asset Management, INC. 0.07% 629,252 $26.4M
23 State of Wyoming 0.05% 11,533 $484K
24 Legato Capital Management LLC 0.04% 12,204 $512K
25 Aquatic Capital Management LLC 0.03% 23,181 $972K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 54% buying: Last quarter: 121 funds bought or added vs 104 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DFIN holders?

Elite ownership — 49% AUM from top-100 funds: 51 of 242 holders are among the 100 largest funds by AUM, controlling 49% 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?

64% of holders stayed for 2+ years: 154 out of 242 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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