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Donaldson
DCI

Overview Fund Activity

406 hedge funds and large institutions have $5.87B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+14
Holders Change %
+3.57%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
127
Reduced
150
Closed
39
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$140M
2
AAM
Ardevora Asset Management
United Kingdom
$55.4M
3
RG
Renaissance Group
Kentucky
$28M
4
BlackRock
BlackRock
New York
$650M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$96.5M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$10.4M
2
CB
Cooke & Bieler
Pennsylvania
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
251
Lazard Asset Management
New York
$538K -$567K -9,755 -51%
NSAM
252
North Star Asset Management
Wisconsin
$530K -$1.45K -25 -0.3%
PP
253
Prudential plc
United Kingdom
$524K +$524K +9,008 New
BC
254
Burney Company
Virginia
$519K +$29.2K +502 +6%
HIM
255
Hillsdale Investment Management
Ontario, Canada
$515K -$29.1K -500 -5%
EMG
256
ETF Managers Group
New Jersey
$509K +$81.9K +1,385 +19%
QC
257
Quadrature Capital
United Kingdom
$498K -$296K -5,089 -37%
GAMA
258
Graticule Asia Macro Advisors
New York
$493K +$493K +8,483 New
FWIA
259
Fort Washington Investment Advisors
Ohio
$483K – – –
PFO
260
Pathstone Family Office
New Jersey
$478K +$478K +8,227 New
SFO
261
Standard Family Office
South Dakota
$467K -$81.4K -1,400 -15%
PA
262
Profund Advisors
Maryland
$444K -$4.59K -79 -1%
IFAM
263
Institutional & Family Asset Management
Colorado
$436K – – –
Mitsubishi UFJ Trust & Banking
264
Mitsubishi UFJ Trust & Banking
Japan
$435K -$90.1K -1,613 -17%
KFA
265
Krane Funds Advisors
New York
$432K +$432K +7,428 New
MKC
266
M. Kraus & Co
Vermont
$428K -$75.2K -1,293 -15%
SCM
267
Shelton Capital Management
Colorado
$410K – – –
RGC
268
Roberts, Glore & Co
Illinois
$409K – – –
GAM
269
Gould Asset Management
California
$407K – – –
KFS
270
Kurt F. Somerville
$403K -$5.82K -100 -1%
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
$400K +$36.7K +631 +10%
TA
272
TFG Advisers
Michigan
$398K +$6.29K +108 +2%
SFS
273
Sowell Financial Services
Arkansas
$393K +$136K +2,113 +53%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
274
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$393K +$172K +2,963 +78%
ST
275
Somerset Trust
Pennsylvania
$373K -$7.8K -134 -2%
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