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Donaldson

468 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
150
Reduced
173
Closed
31
Calls
$3.31M
Puts
$1.37M
Net Calls
+$1.95M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
NW
226
NewEdge Wealth
Pennsylvania
$994K -$17.4K -266 -2%
AWM
227
Apollon Wealth Management
South Carolina
$991K +$163K +2,499 +20%
VAS
228
Vestmark Advisory Solutions
Massachusetts
$989K -$22.7K -348 -2%
GIP
229
Granite Investment Partners
California
$944K
Pictet Asset Management
230
Pictet Asset Management
Switzerland
$925K
Federated Hermes
231
Federated Hermes
Pennsylvania
$908K -$112K -1,713 -11%
Arrowstreet Capital
232
Arrowstreet Capital
Massachusetts
$905K -$3.47M -53,039 -79%
AFA
233
Abacus FCF Advisors
Florida
$900K +$900K +13,778 New
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$887K -$243K -3,723 -22%
PTC
235
Petrus Trust Company
Texas
$885K
Verition Fund Management
236
Verition Fund Management
Connecticut
$881K +$407K +6,233 +86%
BNP Paribas Financial Markets
237
BNP Paribas Financial Markets
France
$860K +$209K +3,201 +32%
BCV
238
Banque Cantonale Vaudoise
Switzerland
$850K -$45K -688 -5%
LIM
239
Leavell Investment Management
Alabama
$850K
YIH
240
Y-Intercept (HK)
Hong Kong
$839K +$479K +7,329 +133%
BC
241
Burney Company
Virginia
$834K -$85K -1,300 -9%
VI
242
Vestcor Inc
New Brunswick, Canada
$834K +$26K +398 +3%
NYLIM
243
New York Life Investment Management
New York
$830K -$10.1K -154 -1%
Allianz Asset Management
244
Allianz Asset Management
Germany
$779K -$603K -9,231 -44%
IIC
245
Ironwood Investment Counsel
Arizona
$771K -$54.4K -833 -7%
Chevy Chase Trust
246
Chevy Chase Trust
Maryland
$765K +$765K +11,700 New
PE
247
Point72 Europe
United Kingdom
$762K +$762K +11,660 New
DAS
248
Dynamic Advisor Solutions
Arizona
$756K -$41.8K -658 -5%
VPIM
249
Vanguard Personalized Indexing Management
California
$752K -$473K -7,241 -39%
BONH
250
Bank of New Hampshire
New Hampshire
$741K -$106K -1,621 -13%