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Donaldson
DCI

Overview Fund Activity

423 hedge funds and large institutions have $5.86B invested in Donaldson in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+20
Holders Change %
+4.96%
% of All Funds
6.53%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
71
Increased
137
Reduced
142
Closed
44
Calls
$497K
Puts
$1.47M
Net Calls
-$970K
Net Calls Change
+$9K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$107M
2
Millennium Management
Millennium Management
New York
$42.3M
3
HighTower Advisors
HighTower Advisors
Illinois
$38M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$29.8M
5
State Street
State Street
Massachusetts
$330M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$0
2
Wells Fargo
Wells Fargo
California
$38.8M
3
AAM
Ardevora Asset Management
United Kingdom
$0
4
UBS AM
UBS AM
Illinois
$12.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
226
Apogem Capital
New York
$705K -$101K -1,710 -13%
QC
227
Quadrature Capital
United Kingdom
$701K +$262K +4,416 +60%
SAM
228
Securian Asset Management
Minnesota
$656K -$11.4K -192 -2%
Aristotle Capital Management
229
Aristotle Capital Management
California
$646K – – –
NW
230
NewEdge Wealth
Pennsylvania
$646K +$1.6K +27 +0.2%
VAS
231
Vestmark Advisory Solutions
Massachusetts
$646K +$1.66K +28 +0.3%
Osaic Holdings
232
Osaic Holdings
Arizona
$640K +$25K +422 +4%
BC
233
Burney Company
Virginia
$618K – – –
EHWM
234
Eads & Heald Wealth Management
Georgia
$598K – – –
IHL
235
Investment House LLC
California
$587K – – –
CCIA
236
Campbell & Co Investment Adviser
Maryland
$580K +$580K +9,783 New
MSRPS
237
Maryland State Retirement & Pension System
Maryland
$578K – – –
GT
238
Glenview Trust
Kentucky
$569K +$356K +6,000 +167%
PCM
239
Perkins Capital Management
Minnesota
$567K – – –
LWCFA
240
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$565K – – –
DF
241
Donoghue Forlines
Massachusetts
$555K +$555K +9,370 New
PFO
242
Pathstone Family Office
New Jersey
$545K -$2.13K -36 -0.4%
NSAM
243
North Star Asset Management
Wisconsin
$539K – – –
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
$535K -$2.38M -40,143 -82%
PP
245
Paloma Partners
Connecticut
$531K +$531K +8,963 New
OQS
246
Occudo Quantitative Strategies
Florida
$503K +$178K +2,995 +55%
Mitsubishi UFJ Trust & Banking
247
Mitsubishi UFJ Trust & Banking
Japan
$499K -$14.3K -241 -3%
F
248
F3Logic
Minnesota
$495K – – –
PAMS
249
Pictet Asset Management (Switzerland)
Switzerland
$493K -$474 -8 -0.1%
FWIA
250
Fort Washington Investment Advisors
Ohio
$492K – – –
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