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Donaldson

407 hedge funds and large institutions have $5.88B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

26% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.54M

3% more funds holding

Funds holding: 394407 (+13)

5% more capital invested

Capital invested by funds: $5.61B → $5.88B (+$263M)

0.59% more ownership

Funds ownership: 80.34%80.92% (+0.59%)

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 150

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
407
Holders Change
+13
Holders Change %
+3.3%
% 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
128
Reduced
150
Closed
40
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
F
251
F3Logic
Minnesota
$540K -$47.8K -800 -8%
Lazard Asset Management
252
Lazard Asset Management
New York
$538K -$583K -9,755 -51%
NSAM
253
North Star Asset Management
Wisconsin
$530K -$1.5K -25 -0.3%
PP
254
Prudential plc
United Kingdom
$524K +$539K +9,008 New
BC
255
Burney Company
Virginia
$519K +$30K +502 +6%
HIM
256
Hillsdale Investment Management
Ontario, Canada
$515K -$29.9K -500 -5%
EMG
257
ETF Managers Group
New Jersey
$509K +$82.8K +1,385 +19%
QC
258
Quadrature Capital
United Kingdom
$498K -$304K -5,089 -37%
GAMA
259
Graticule Asia Macro Advisors
New York
$493K +$507K +8,483 New
FWIA
260
Fort Washington Investment Advisors
Ohio
$483K
PFO
261
Pathstone Family Office
New Jersey
$478K +$492K +8,227 New
SFO
262
Standard Family Office
South Dakota
$467K -$83.7K -1,400 -15%
PA
263
Profund Advisors
Maryland
$444K -$4.72K -79 -1%
IFAM
264
Institutional & Family Asset Management
Colorado
$436K
Mitsubishi UFJ Trust & Banking
265
Mitsubishi UFJ Trust & Banking
Japan
$435K -$96.4K -1,613 -17%
KFA
266
Krane Funds Advisors
New York
$432K +$444K +7,428 New
MKC
267
M. Kraus & Co
Vermont
$428K -$77.3K -1,293 -15%
SCM
268
Shelton Capital Management
Colorado
$410K
RGC
269
Roberts, Glore & Co
Illinois
$409K
GAM
270
Gould Asset Management
California
$407K
KFS
271
Kurt F. Somerville
$403K -$5.98K -100 -1%
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$400K +$37.7K +631 +10%
TA
273
TFG Advisers
Michigan
$398K +$6.46K +108 +2%
SFS
274
Sowell Financial Services
Arkansas
$393K +$126K +2,113 +53%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
275
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$393K +$177K +2,963 +78%