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Donaldson
DCI

Overview Fund Activity

455 hedge funds and large institutions have $6.15B invested in Donaldson in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
139
Reduced
180
Closed
42
Calls
$1.53M
Puts
$1.09M
Net Calls
+$438K
Net Calls Change
-$130K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$91.3M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$44.8M
3
JAM
3
Jupiter Asset Management
United Kingdom
$23.9M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$26.4M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$28.4M

Top Sellers

1
State Street
1
State Street
Massachusetts
$335M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$2.25M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$201M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.96M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
251
INTECH Investment Management
Florida
$673K +$673K +10,770 New
O
252
Ossiam
France
$638K +$595K +9,517 +1,381%
CA
253
Claro Advisors
Massachusetts
$637K +$131K +2,092 +26%
PCM
254
Perkins Capital Management
Minnesota
$618K – – –
Creative Planning
255
Creative Planning
Kansas
$611K +$131K +2,100 +27%
DADC
256
D.A. Davidson & Co
Montana
$602K +$11.1K +177 +2%
AWS
257
Atria Wealth Solutions
New York
$599K +$360K +5,752 +151%
LWCFA
258
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$596K – – –
RG
259
Renaissance Group
Kentucky
$592K -$67.8K -1,084 -10%
IHL
260
Investment House LLC
California
$588K – – –
PFO
261
Pathstone Family Office
New Jersey
$585K -$4.5K -72 -0.8%
CAM
262
Cresset Asset Management
Illinois
$582K +$388K +6,207 +200%
MSRPS
263
Maryland State Retirement & Pension System
Maryland
$578K -$31.9K -510 -5%
BPA
264
Beacon Pointe Advisors
California
$577K -$1.38K -22 -0.2%
William Blair & Company
265
William Blair & Company
Illinois
$562K -$59.4K -951 -10%
PP
266
Prudential plc
United Kingdom
$560K +$560K +8,966 New
SG Americas Securities
267
SG Americas Securities
New York
$559K -$1.49M -23,856 -73%
NA
268
NewEdge Advisors
Louisiana
$551K +$12.9K +207 +2%
Lazard Asset Management
269
Lazard Asset Management
New York
$532K +$483K +7,744 +981%
ACM
270
Aquatic Capital Management
Illinois
$531K -$281K -4,500 -35%
CCIA
271
Campbell & Co Investment Adviser
Maryland
$527K -$270K -4,312 -34%
GFA
272
Gallagher Fiduciary Advisors
Illinois
$522K – – –
SC
273
Savant Capital
Illinois
$511K +$2.44K +39 +0.5%
Los Angeles Capital Management
274
Los Angeles Capital Management
California
$500K -$6.66M -106,542 -93%
GT
275
Glenview Trust
Kentucky
$500K -$100K -1,600 -17%
9 10
11
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