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Donaldson
DCI

Overview Fund Activity

385 hedge funds and large institutions have $4.77B invested in Donaldson in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
-16
Holders Change %
-3.99%
% of All Funds
6.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
142
Reduced
120
Closed
49
Calls
$1.31M
Puts
$1.32M
Net Calls
-$6K
Net Calls Change
-$1.03M

Top Buyers

1
State Street
1
State Street
Massachusetts
$326M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$31.5M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$82.4M
4
Millennium Management
4
Millennium Management
New York
$18.3M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$191M

Top Sellers

1
GF
1
Greenhouse Funds
Maryland
$0
2
RG
2
Renaissance Group
Kentucky
$978K
3
DZ Bank
3
DZ Bank
Germany
$0
4
TAM
4
Tocqueville Asset Management
New York
$12M
5
MPI
5
Mairs & Power Inc
Minnesota
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
251
Somerset Trust
Pennsylvania
$299K -$3.56K -74 -1%
OMC
252
Old Mission Capital
Illinois
$297K -$513K -10,681 -63%
TSS
253
Two Sigma Securities
New York
$291K +$291K +6,035 New
UB
254
UMB Bank
Missouri
$290K -$530 -11 -0.2%
HTHT
255
Hemenway Trust Hemenway Trust
New Hampshire
$284K – – –
FNBOO
256
First National Bank of Omaha
Nebraska
$284K – – –
CA
257
Claro Advisors
Massachusetts
$279K +$279K +5,804 New
KFS
258
Kurt F. Somerville
$274K – – –
ST
259
Sabal Trust
Florida
$270K – – –
Mitsubishi UFJ Trust & Banking
260
Mitsubishi UFJ Trust & Banking
Japan
$269K -$135K -2,818 -33%
STA
261
Summit Trail Advisors
New York
$269K +$66.9K +1,388 +33%
GVAG
262
Great Valley Advisor Group
Delaware
$258K – – –
NERM
263
New England Research & Management
Illinois
$256K -$2.4K -50 -0.9%
HIC
264
Hartline Investment Corp
Illinois
$255K – – –
LNWWM
265
Laird Norton Wetherby Wealth Management
California
$254K -$33.7K -700 -12%
BCI
266
Brinker Capital Investments
Pennsylvania
$247K -$1.73K -36 -0.7%
PA
267
Profund Advisors
Maryland
$242K -$73.2K -1,518 -23%
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$242K -$46.6K -970 -16%
WS
269
Wedbush Securities
California
$242K +$3.37K +70 +1%
NIM
270
Northeast Investment Management
Massachusetts
$239K – – –
MKC
271
M. Kraus & Co
Vermont
$238K – – –
PCM
272
Parsons Capital Management
Rhode Island
$238K – – –
WTC
273
WhitTier Trust Company
Nevada
$227K – – –
AAS
274
Avantax Advisory Services
Texas
$223K -$1.06K -22 -0.5%
RP
275
Riverwater Partners
Wisconsin
$223K +$223K +4,635 New
9 10
11
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