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Donaldson
DCI

Overview Fund Activity

416 hedge funds and large institutions have $5.67B invested in Donaldson in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 135 increasing their positions, 133 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+30
Holders Change %
+7.77%
% of All Funds
6.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
70
Increased
135
Reduced
133
Closed
35
Calls
$1.02M
Puts
$747K
Net Calls
+$277K
Net Calls Change
+$179K

Top Buyers

1
BlackRock
BlackRock
New York
+$30.7M
2
Morgan Stanley
Morgan Stanley
New York
+$23.8M
3
FMI
Fiduciary Management Inc
Wisconsin
+$12.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$11.2M
5
American Century Companies
American Century Companies
Missouri
+$8.38M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$66.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$57M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$31.1M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$25.7M
5
State Street
State Street
Massachusetts
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHWM
226
Eads & Heald Wealth Management
Georgia
$650K +$14.1K +240 +2%
VI
227
Versor Investments
New York
$640K +$640K +10,866 New
Natixis Advisors
228
Natixis Advisors
Massachusetts
$633K +$633K +10,754 New
Aristotle Capital Management
229
Aristotle Capital Management
California
$589K – – –
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$586K +$88.8K +1,508 +18%
PCM
231
Perkins Capital Management
Minnesota
$582K – – –
MSRPS
232
Maryland State Retirement & Pension System
Maryland
$574K – – –
PMEF
233
Point72 Middle East FZE
United Arab Emirates
$568K +$568K +9,649 New
DCM
234
Dupont Capital Management
Delaware
$565K -$409K -6,951 -42%
GT
235
Glenview Trust
Kentucky
$565K – – –
BPA
236
Beacon Pointe Advisors
California
$563K +$563K +9,556 New
DADC
237
D.A. Davidson & Co
Montana
$553K -$5.14K -87 -0.9%
IHL
238
Investment House LLC
California
$553K -$29.4K -500 -5%
F
239
F3Logic
Minnesota
$491K – – –
GBS
240
Gallagher Benefit Services
Illinois
$491K +$491K +8,345 New
CG
241
Colony Group
Massachusetts
$477K – – –
NSAM
242
North Star Asset Management
Wisconsin
$477K -$5.89K -100 -1%
Creative Planning
243
Creative Planning
Kansas
$449K -$8.12K -138 -2%
CA
244
Claro Advisors
Massachusetts
$437K +$95K +1,613 +28%
SAM
245
Shell Asset Management
Netherlands
$428K -$90.1K -1,532 -17%
SPA
246
Sherbrooke Park Advisers
New York
$418K +$418K +7,100 New
TC
247
TownSquare Capital
Utah
$417K +$417K +7,090 New
EGM
248
Engineers Gate Manager
New York
$399K +$399K +6,775 New
RJT
249
Raymond James Trust
Florida
$391K +$882 +15 +0.2%
APWM
250
Argonautica Private Wealth Management
Massachusetts
$382K +$382K +6,490 New
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