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Donaldson

349 hedge funds and large institutions have $5.34B invested in Donaldson in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+10
Holders Change %
+2.95%
% of All Funds
7.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
40
Increased
94
Reduced
135
Closed
29
Calls
$2.26M
Puts
$1.19M
Net Calls
+$1.07M
Net Calls Change
+$295K
Name Holding Trade Value Shares
Change
Shares
Change %
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$416K +$25.9K +498 +7%
PP
227
PagnatoKarp Partners
Virginia
$407K +$1.82K +35 +0.5%
Macquarie Group
228
Macquarie Group
Australia
$406K
NA
229
NewEdge Advisors
Louisiana
$404K +$404K +7,734 New
RCM
230
Riverhead Capital Management
Delaware
$401K
IFAM
231
Institutional & Family Asset Management
Colorado
$390K
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$388K +$26.2K +502 +7%
KFS
233
Kurt F. Somerville
$381K -$14.3K -275 -4%
LPL Financial
234
LPL Financial
California
$380K +$3.07K +59 +0.8%
VBFP
235
Valtinson Bruner Financial Planning
Minnesota
$365K -$31.9K -620 -8%
GAM
236
Gould Asset Management
California
$365K
AA
237
ALPS Advisors
Colorado
$360K +$360K +6,911 New
AF
238
AMG Funds
Connecticut
$353K -$237K -4,539 -40%
FFN
239
Focus Financial Network
Minnesota
$348K -$30.2K -579 -8%
HTHT
240
Hemenway Trust Hemenway Trust
New Hampshire
$346K -$2.6K -50 -0.7%
Point72 Asset Management
241
Point72 Asset Management
Connecticut
$344K -$698K -13,401 -67%
BP
242
Ballentine Partners
Massachusetts
$342K +$54.4K +1,046 +19%
TA
243
TFG Advisers
Michigan
$340K +$17.6K +339 +5%
LIA
244
LS Investment Advisors
Michigan
$334K +$9.63K +185 +3%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$325K -$12.6K -241 -4%
LNWWM
246
Laird Norton Wetherby Wealth Management
California
$322K +$3.8K +73 +1%
SCM
247
Stevens Capital Management
Pennsylvania
$322K +$322K +6,179 New
WB
248
WesBanco Bank
West Virginia
$321K
GH
249
GAM Holding
Switzerland
$320K -$354K -6,806 -53%
HB
250
Homrich & Berg
Georgia
$320K -$74.9K -1,439 -19%