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Donaldson

407 hedge funds and large institutions have $5.88B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

26% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.54M

3% more funds holding

Funds holding: 394407 (+13)

5% more capital invested

Capital invested by funds: $5.61B → $5.88B (+$263M)

0.59% more ownership

Funds ownership: 80.34%80.92% (+0.59%)

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 150

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
128
Reduced
150
Closed
40
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
226
Leavell Investment Management
Alabama
$756K
IMRF
227
Illinois Municipal Retirement Fund
Illinois
$742K
Los Angeles Capital Management
228
Los Angeles Capital Management
California
$740K +$760K +12,718 New
PHK
229
Point72 Hong Kong
Hong Kong
$731K +$199K +3,325 +36%
SAM
230
Shell Asset Management
Netherlands
$728K -$4.78K -80 -0.6%
WIC
231
Willis Investment Counsel
Georgia
$724K +$744K +12,450 New
Truist Financial
232
Truist Financial
North Carolina
$717K -$4.3K -72 -0.6%
SAM
233
Securian Asset Management
Minnesota
$690K -$5.98K -100 -0.8%
CGH
234
Crossmark Global Holdings
Texas
$667K -$12K -200 -2%
WAG
235
Winthrop Advisory Group
Massachusetts
$637K
Aristotle Capital Management
236
Aristotle Capital Management
California
$634K
CCMG
237
Clark Capital Management Group
Pennsylvania
$630K -$99.9K -1,671 -13%
FC
238
Fairpointe Capital
Illinois
$605K -$16.7M -279,120 -96%
TI
239
Trexquant Investment
Connecticut
$599K +$616K +10,305 New
Osaic Holdings
240
Osaic Holdings
Arizona
$596K +$149K +2,492 +32%
EHWM
241
Eads & Heald Wealth Management
Georgia
$595K -$42.2K -705 -6%
SSA
242
Schonfeld Strategic Advisors
New York
$593K -$23.9K -400 -4%
IHL
243
Investment House LLC
California
$576K -$4.42M -74,000 -88%
Skandinaviska Enskilda Banken (SEB)
244
Skandinaviska Enskilda Banken (SEB)
Sweden
$576K +$454K +7,600 +330%
NW
245
NewEdge Wealth
Pennsylvania
$569K +$225K +3,770 +63%
VAS
246
Vestmark Advisory Solutions
Massachusetts
$569K +$585K +9,791 New
MSRPS
247
Maryland State Retirement & Pension System
Maryland
$567K +$583K +9,750 New
PCM
248
Perkins Capital Management
Minnesota
$556K
LWCFA
249
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$554K
GCP
250
GSA Capital Partners
United Kingdom
$542K -$606K -10,135 -52%