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Donaldson

450 hedge funds and large institutions have $6.1B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
142
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
Pictet Asset Management
226
Pictet Asset Management
Switzerland
$844K +$844K +14,155 New
BC
227
Burney Company
Virginia
$839K +$14.3K +240 +2%
BCV
228
Banque Cantonale Vaudoise
Switzerland
$817K -$8.41K -141 -1%
PTC
229
Petrus Trust Company
Texas
$807K +$129K +2,167 +19%
PFO
230
Pathstone Family Office
New Jersey
$777K +$219K +3,667 +39%
LIM
231
Leavell Investment Management
Alabama
$775K
BONH
232
Bank of New Hampshire
New Hampshire
$773K -$63.3K -1,062 -8%
NYLIM
233
New York Life Investment Management
New York
$767K +$404K +6,778 +111%
EGM
234
Engineers Gate Manager
New York
$761K -$1.18M -19,843 -61%
AWM
235
Apollon Wealth Management
South Carolina
$756K +$1.79K +30 +0.2%
IIC
236
Ironwood Investment Counsel
Arizona
$754K +$754K +12,638 New
DAS
237
Dynamic Advisor Solutions
Arizona
$749K -$27.3K -458 -4%
VI
238
Vestcor Inc
New Brunswick, Canada
$738K +$518K +8,675 +235%
Deutsche Bank
239
Deutsche Bank
Germany
$695K -$3.88M -65,134 -85%
PMEF
240
Point72 Middle East FZE
United Arab Emirates
$688K +$688K +11,536 New
CRC
241
Curi RMB Capital
Illinois
$671K +$671K +11,255 New
EHWM
242
Eads & Heald Wealth Management
Georgia
$644K -$29.2K -490 -4%
AG
243
AIA Group
Hong Kong
$641K -$31.4K -527 -5%
TC
244
TownSquare Capital
Utah
$639K -$201K -3,371 -24%
CA
245
Claro Advisors
Massachusetts
$638K +$30.1K +505 +5%
SM
246
Sciencast Management
New Jersey
$626K +$626K +10,504 New
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$619K -$27.1K -455 -4%
SAM
248
Securian Asset Management
Minnesota
$612K -$31.8K -534 -5%
Canada Pension Plan Investment Board
249
Canada Pension Plan Investment Board
Ontario, Canada
$596K +$596K +10,000 New
BNP Paribas Financial Markets
250
BNP Paribas Financial Markets
France
$594K -$312K -5,231 -34%