DCI icon

Donaldson

450 hedge funds and large institutions have $6.1B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
142
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
251
Perkins Capital Management
Minnesota
$589K
DADC
252
D.A. Davidson & Co
Montana
$587K +$13.2K +221 +2%
Aviva
253
Aviva
United Kingdom
$583K -$787K -13,195 -57%
BPA
254
Beacon Pointe Advisors
California
$572K +$22.1K +370 +4%
LWCFA
255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$562K
RG
256
Renaissance Group
Kentucky
$561K -$4.29K -72 -0.8%
IHL
257
Investment House LLC
California
$561K
CAM
258
Cresset Asset Management
Illinois
$553K -$1.97K -33 -0.4%
MSRPS
259
Maryland State Retirement & Pension System
Maryland
$551K
RJFSA
260
Raymond James Financial Services Advisors
Florida
$542K -$375K -6,290 -41%
IFU
261
iSAM Funds (UK)
United Kingdom
$539K +$539K +9,032 New
William Blair & Company
262
William Blair & Company
Illinois
$537K
CG
263
Colony Group
Massachusetts
$528K +$53.6K +899 +11%
PRC
264
Pearl River Capital
Michigan
$511K +$264K +4,427 +107%
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$510K +$78.4K +1,321 +18%
OTL
266
Oak Thistle LLC
New York
$505K -$301K -5,054 -37%
First Eagle Investment Management
267
First Eagle Investment Management
New York
$499K +$31.6K +530 +7%
GFA
268
Gallagher Fiduciary Advisors
Illinois
$498K
Holocene Advisors
269
Holocene Advisors
New York
$497K +$497K +8,336 New
ACM
270
Aquatic Capital Management
Illinois
$495K -$11.9K -200 -2%
SC
271
Savant Capital
Illinois
$489K +$1.37K +23 +0.3%
SWM
272
Sendero Wealth Management
Texas
$487K +$74.3K +1,245 +18%
GT
273
Glenview Trust
Kentucky
$477K
NA
274
NewEdge Advisors
Louisiana
$473K -$52.1K -873 -10%
GCM
275
Graham Capital Management
Connecticut
$449K -$2.39M -40,034 -84%