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Donaldson
DCI

Overview Fund Activity

401 hedge funds and large institutions have $5.11B invested in Donaldson in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-22
Holders Change %
-5.2%
% of All Funds
6.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
134
Reduced
149
Closed
62
Calls
$1.78M
Puts
$752K
Net Calls
+$1.02M
Net Calls Change
+$1.99M

Top Buyers

1
BlackRock
BlackRock
New York
+$21.5M
2
State Street
State Street
Massachusetts
+$19.9M
3
FMI
Fiduciary Management Inc
Wisconsin
+$14.8M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$14.5M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$9.91M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$52.8M
2
Millennium Management
Millennium Management
New York
-$30.6M
3
ACA
Anchor Capital Advisors
Massachusetts
-$26.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$20.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
226
Winthrop Advisory Group
Massachusetts
$568K +$568K +10,945 New
VAS
227
Vestmark Advisory Solutions
Massachusetts
$567K +$934 +18 +0.2%
BC
228
Burney Company
Virginia
$564K +$22K +423 +4%
Osaic Holdings
229
Osaic Holdings
Arizona
$558K -$41.7K -752 -7%
PP
230
PDT Partners
New York
$546K +$303K +5,838 +125%
AC
231
Apogem Capital
New York
$531K -$86.7K -1,670 -14%
MAM
232
Martingale Asset Management
Massachusetts
$528K +$243K +4,681 +85%
EHWM
233
Eads & Heald Wealth Management
Georgia
$524K – – –
Aristotle Capital Management
234
Aristotle Capital Management
California
$519K -$46.7K -900 -8%
IHL
235
Investment House LLC
California
$514K – – –
Creative Planning
236
Creative Planning
Kansas
$508K +$108K +2,085 +27%
MSRPS
237
Maryland State Retirement & Pension System
Maryland
$506K – – –
GT
238
Glenview Trust
Kentucky
$499K – – –
PCM
239
Perkins Capital Management
Minnesota
$497K – – –
LWCFA
240
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$495K – – –
PFO
241
Pathstone Family Office
New Jersey
$484K +$6.13K +118 +1%
NSAM
242
North Star Asset Management
Wisconsin
$472K – – –
State of Wisconsin Investment Board
243
State of Wisconsin Investment Board
Wisconsin
$457K -$327K -6,289 -42%
Mitsubishi UFJ Trust & Banking
244
Mitsubishi UFJ Trust & Banking
Japan
$437K – – –
F
245
F3Logic
Minnesota
$433K – – –
PAMS
246
Pictet Asset Management (Switzerland)
Switzerland
$432K – – –
FWIA
247
Fort Washington Investment Advisors
Ohio
$431K – – –
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$427K -$701K -13,512 -62%
MM
249
MQS Management
New York
$426K +$426K +8,196 New
CG
250
Colony Group
Massachusetts
$420K +$420K +8,095 New
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