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Donaldson

331 hedge funds and large institutions have $3.91B invested in Donaldson in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-12
Holders Change %
-3.5%
% of All Funds
7.31%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
44
Increased
111
Reduced
114
Closed
54
Calls
$1.21M
Puts
Net Calls
+$1.21M
Net Calls Change
+$380K
Name Holding Trade Value Shares
Change
Shares
Change %
BC
251
Burney Company
Virginia
$215K
FC
252
FORA Capital
Florida
$214K +$214K +5,540 New
OIA
253
OneDigital Investment Advisors
Kansas
$213K +$43.2K +1,118 +25%
CPIG
254
Chicago Partners Investment Group
Illinois
$211K -$1.73K -41 -0.8%
AC
255
Aristides Capital
Kentucky
$210K -$213K -5,531 -50%
SFI
256
Susquehanna Fundamental Investments
Pennsylvania
$209K +$209K +5,400 New
HB
257
Homrich & Berg
Georgia
$206K
Fuller & Thaler Asset Management
258
Fuller & Thaler Asset Management
California
$179K
SCA
259
Stonebridge Capital Advisors
Minnesota
$178K -$31K -800 -15%
CFB
260
Cullen/Frost Bankers
Texas
$155K -$18.3K -471 -11%
SFS
261
Sowell Financial Services
Arkansas
$151K +$28.5K +739 +23%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$131K +$58.3K +1,505 +80%
PA
263
Procyon Advisors
Connecticut
$110K +$40.5K +1,050 +58%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$103K
HIA
265
Harbor Investment Advisory
Maryland
$102K -$429K -11,086 -81%
WTC
266
WhitTier Trust Company
Nevada
$97K
PMFA
267
Plante Moran Financial Advisors
Michigan
$85K +$85K +2,200 New
PHK
268
Point72 Hong Kong
Hong Kong
$84K +$20.2K +525 +32%
MWNA
269
Marshall Wace North America
New York
$82K +$82K +2,121 New
WT
270
Whittier Trust
California
$78K -$96.3K -2,500 -55%
EW
271
Evoke Wealth
California
$77.4K -$7.49K -194 -9%
PCG
272
Private Capital Group
Connecticut
$73K +$11.9K +309 +19%
PA
273
Parallel Advisors
California
$55K +$16.9K +452 +44%
BL
274
Balentine LLC
Georgia
$50K +$50K +1,306 New
MA
275
MUFG Americas
New York
$49K