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Donaldson
DCI

Overview Fund Activity

340 hedge funds and large institutions have $4.72B invested in Donaldson in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
117
Reduced
118
Closed
29
Calls
$1.34M
Puts
$1.02M
Net Calls
+$320K
Net Calls Change
+$312K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$155M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$69.7M
3
VVP
3
Vulcan Value Partners
Alabama
$19M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$197M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$559M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.56M
2
Los Angeles Capital Management
2
Los Angeles Capital Management
California
$431K
3
ZIM
3
Zacks Investment Management
Illinois
$242K
4
EVM
4
Eaton Vance Management
Massachusetts
$9.66M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
226
Nomura Holdings
Japan
$376K +$376K +8,340 New
BF
227
BOK Financial
Oklahoma
$375K +$1.99K +44 +0.5%
WAM
228
World Asset Management
Michigan
$370K -$1.35K -30 -0.4%
LNWWM
229
Laird Norton Wetherby Wealth Management
California
$364K -$1.26K -28 -0.3%
ISL
230
Ingalls & Snyder LLC
New York
$359K – – –
JG
231
Jefferies Group
New York
$356K -$104K -2,303 -23%
BA
232
Bridgewater Associates
Connecticut
$346K -$454K -10,051 -57%
Zurich Cantonal Bank
233
Zurich Cantonal Bank
Switzerland
$337K -$18.6K -413 -5%
IFAM
234
Institutional & Family Asset Management
Colorado
$334K +$9.21K +204 +3%
Millennium Management
235
Millennium Management
New York
$332K -$598K -13,245 -64%
LIA
236
LS Investment Advisors
Michigan
$331K -$7.84K -174 -2%
HTHT
237
Hemenway Trust Hemenway Trust
New Hampshire
$327K -$15.8K -350 -5%
LPL Financial
238
LPL Financial
California
$326K -$70.6K -1,566 -18%
GAM
239
Gould Asset Management
California
$316K – – –
RCM
240
Riverhead Capital Management
Delaware
$312K +$4.52K +100 +1%
WB
241
WesBanco Bank
West Virginia
$290K -$1.8K -40 -0.6%
CW
242
Cobiz Wealth
Colorado
$289K -$13.5K -300 -4%
FDCC
243
Foster Dykema Cabot & Co
Massachusetts
$281K – – –
VF
244
Virtu Financial
New York
$280K +$45.9K +1,018 +20%
RM
245
Resource Management
Louisiana
$270K – – –
BC
246
Burney Company
Virginia
$269K – – –
FAAS
247
First Allied Advisory Services
California
$266K +$1.86K +41 +0.7%
RGC
248
Roberts, Glore & Co
Illinois
$258K -$10.1K -225 -4%
ST
249
Sabal Trust
Florida
$253K – – –
RC
250
RegentAtlantic Capital
New Jersey
$252K – – –
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