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Donaldson

453 hedge funds and large institutions have $6.42B invested in Donaldson in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 156 increasing their positions, 156 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+37
Holders Change %
+8.89%
% of All Funds
7.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
64
Increased
156
Reduced
156
Closed
22
Calls
$1.19M
Puts
$621K
Net Calls
+$568K
Net Calls Change
+$291K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
251
William Blair & Company
Illinois
$650K -$111K -1,700 -15%
PCM
252
Perkins Capital Management
Minnesota
$646K
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$637K
VI
254
Versor Investments
New York
$632K -$78.4K -1,200 -11%
GT
255
Glenview Trust
Kentucky
$627K
TRCT
256
Tower Research Capital (TRC)
New York
$627K +$428K +6,554 +216%
LWCFA
257
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$623K -$102K -1,560 -14%
PFO
258
Pathstone Family Office
New Jersey
$616K -$738K -11,302 -55%
DADC
259
D.A. Davidson & Co
Montana
$616K +$4.56K +70 +0.7%
IHL
260
Investment House LLC
California
$614K
GCP
261
GSA Capital Partners
United Kingdom
$606K +$606K +9,271 New
BPA
262
Beacon Pointe Advisors
California
$604K -$19.9K -305 -3%
NA
263
NewEdge Advisors
Louisiana
$562K -$12.9K -197 -2%
GFA
264
Gallagher Fiduciary Advisors
Illinois
$545K +$545K +8,345 New
SC
265
Savant Capital
Illinois
$532K +$532K +8,135 New
CA
266
Claro Advisors
Massachusetts
$529K +$44.1K +675 +9%
CG
267
Colony Group
Massachusetts
$527K -$2.22K -34 -0.4%
YIH
268
Y-Intercept (HK)
Hong Kong
$513K +$228K +3,497 +80%
Creative Planning
269
Creative Planning
Kansas
$501K +$2.88K +44 +0.6%
BCM
270
Bayesian Capital Management
New York
$488K +$488K +7,470 New
AC
271
AXQ Capital
New Jersey
$477K +$477K +7,306 New
SAM
272
Shell Asset Management
Netherlands
$474K -$1.63K -25 -0.3%
NSAM
273
North Star Asset Management
Wisconsin
$470K -$58.8K -900 -11%
XT
274
XTX Topco
Cayman Islands
$462K +$462K +7,073 New
STA
275
Summit Trail Advisors
New York
$456K +$47.2K +723 +12%