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Donaldson
DCI

Overview Fund Activity

416 hedge funds and large institutions have $5.67B invested in Donaldson in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 135 increasing their positions, 133 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+30
Holders Change %
+7.77%
% of All Funds
6.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
70
Increased
135
Reduced
133
Closed
35
Calls
$1.02M
Puts
$747K
Net Calls
+$277K
Net Calls Change
+$179K

Top Buyers

1
BlackRock
BlackRock
New York
+$30.7M
2
Morgan Stanley
Morgan Stanley
New York
+$23.8M
3
FMI
Fiduciary Management Inc
Wisconsin
+$12.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$11.2M
5
American Century Companies
American Century Companies
Missouri
+$8.38M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$66.1M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$57M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$31.1M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$25.7M
5
State Street
State Street
Massachusetts
-$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
251
TFG Advisers
Michigan
$378K -$3.47K -59 -0.9%
WF
252
Welch & Forbes
Massachusetts
$375K – – –
SCM
253
Shelton Capital Management
Colorado
$372K -$19.4K -329 -5%
STA
254
Summit Trail Advisors
New York
$368K +$51K +867 +16%
RGC
255
Roberts, Glore & Co
Illinois
$365K -$20.6K -350 -5%
ACIM
256
Azimuth Capital Investment Management
Michigan
$359K +$106K +1,800 +42%
UB
257
UMB Bank
Missouri
$353K -$941 -16 -0.3%
FNBOO
258
First National Bank of Omaha
Nebraska
$348K – – –
HTHT
259
Hemenway Trust Hemenway Trust
New Hampshire
$347K – – –
VRS
260
Virginia Retirement Systems
Virginia
$336K -$424K -7,200 -56%
KFS
261
Kurt F. Somerville
$335K – – –
ST
262
Sabal Trust
Florida
$330K -$2.12K -36 -0.6%
LNWWM
263
Laird Norton Wetherby Wealth Management
California
$328K +$6.01K +102 +2%
Mackenzie Financial
264
Mackenzie Financial
Ontario, Canada
$327K +$327K +5,554 New
SWM
265
Sendero Wealth Management
Texas
$323K +$323K +5,490 New
WS
266
Wedbush Securities
California
$317K -$4.06K -69 -1%
GVAG
267
Great Valley Advisor Group
Delaware
$316K – – –
Renaissance Technologies
268
Renaissance Technologies
New York
$306K -$2.97M -50,500 -91%
IP
269
Isthmus Partners
Wisconsin
$306K – – –
Verition Fund Management
270
Verition Fund Management
Connecticut
$303K +$303K +5,154 New
RP
271
Riverwater Partners
Wisconsin
$303K +$39.2K +666 +15%
IFU
272
iSAM Funds (UK)
United Kingdom
$299K +$299K +5,080 New
PCM
273
Parsons Capital Management
Rhode Island
$291K – – –
NERM
274
New England Research & Management
Illinois
$290K -$23.6K -400 -8%
SFS
275
Stiles Financial Services
Minnesota
$287K +$883 +15 +0.3%
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