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Donaldson
DCI

Overview Fund Activity

361 hedge funds and large institutions have $4.65B invested in Donaldson in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 130 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
7.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
39
Increased
107
Reduced
130
Closed
32
Calls
$5.78M
Puts
$734K
Net Calls
+$5.05M
Net Calls Change
+$3.13M

Top Buyers

1
SIM
Sprucegrove Investment Management
Ontario, Canada
$49.7M
2
GF
Greenhouse Funds
Maryland
$22.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$21.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41.4M
5
UBS AM
UBS AM
Illinois
$52.5M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$546M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$20.8M
3
BlackRock
BlackRock
New York
$486M
4
State Street
State Street
Massachusetts
$227M
5
FMW
Farr Miller & Washington
District of Columbia
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
226
Bridgewater Associates
Connecticut
$431K +$431K +9,281 New
NSAM
227
North Star Asset Management
Wisconsin
$425K – – –
SW
228
SVB Wealth
Massachusetts
$421K – – –
Fuller & Thaler Asset Management
229
Fuller & Thaler Asset Management
California
$419K +$226K +4,875 +117%
MKC
230
M. Kraus & Co
Vermont
$417K -$69.6K -1,500 -14%
SM
231
Sciencast Management
New Jersey
$410K +$102K +1,998 +33%
VRS
232
Virginia Retirement Systems
Virginia
$404K -$116K -2,500 -22%
GLA
233
Great Lakes Advisors
Illinois
$396K -$15.5K -334 -4%
CAM
234
Cresset Asset Management
Illinois
$388K -$419 -9 -0.1%
FWIA
235
Fort Washington Investment Advisors
Ohio
$386K – – –
Osaic Holdings
236
Osaic Holdings
Arizona
$384K -$360K -7,758 -48%
PA
237
Profund Advisors
Maryland
$378K +$116K +2,502 +44%
DA
238
Duality Advisers
Florida
$372K +$372K +8,020 New
FFN
239
Focus Financial Network
Minnesota
$368K +$93.8K +2,020 +34%
GC
240
Guggenheim Capital
Illinois
$353K +$353K +7,605 New
IFAM
241
Institutional & Family Asset Management
Colorado
$348K – – –
SCM
242
Shelton Capital Management
Colorado
$342K – – –
Teacher Retirement System of Texas
243
Teacher Retirement System of Texas
Texas
$336K +$336K +7,239 New
RGC
244
Roberts, Glore & Co
Illinois
$326K -$928 -20 -0.3%
KFS
245
Kurt F. Somerville
$326K – – –
GAM
246
Gould Asset Management
California
$325K – – –
BAM
247
Blueshift Asset Management
New Jersey
$322K +$322K +6,945 New
SEC
248
Seven Eight Capital
New York
$320K +$320K +6,900 New
ST
249
Somerset Trust
Pennsylvania
$315K +$279 +6 +0.1%
TA
250
TFG Advisers
Michigan
$311K +$4.64K +100 +2%
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