DCI icon

Donaldson

468 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
150
Reduced
173
Closed
31
Calls
$3.31M
Puts
$1.37M
Net Calls
+$1.95M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
MSS
251
Mitchell Sinkler & Starr
Pennsylvania
$738K +$738K +11,300 New
CRC
252
Curi RMB Capital
Illinois
$736K
Citigroup
253
Citigroup
New York
$722K -$1.11M -16,927 -60%
VI
254
Versor Investments
New York
$715K +$418K +6,391 +141%
Mitsubishi UFJ Trust & Banking
255
Mitsubishi UFJ Trust & Banking
Japan
$709K +$344K +5,263 +94%
Deutsche Bank
256
Deutsche Bank
Germany
$696K -$64.9K -993 -9%
EHWM
257
Eads & Heald Wealth Management
Georgia
$694K -$11.8K -180 -2%
CAN
258
Cetera Advisor Networks
California
$686K +$219K +3,354 +47%
CA
259
Claro Advisors
Massachusetts
$668K -$30.3K -463 -4%
SAM
260
Securian Asset Management
Minnesota
$665K -$6.54K -100 -1%
GT
261
Glenmede Trust
Pennsylvania
$660K +$660K +10,106 New
BEI
262
Benjamin Edwards Inc
Missouri
$653K +$557K +8,520 +578%
CAM
263
Cresset Asset Management
Illinois
$653K +$46.2K +707 +8%
BPA
264
Beacon Pointe Advisors
California
$649K +$21.2K +325 +3%
Aviva
265
Aviva
United Kingdom
$644K +$5.56K +85 +0.9%
DADC
266
D.A. Davidson & Co
Montana
$634K -$8.89K -136 -1%
TC
267
TownSquare Capital
Utah
$628K -$72.7K -1,113 -10%
CCIA
268
Campbell & Co Investment Adviser
Maryland
$617K +$617K +9,437 New
LWCFA
269
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$616K
RJFSA
270
Raymond James Financial Services Advisors
Florida
$615K +$21.1K +323 +4%
IHL
271
Investment House LLC
California
$614K
MSRPS
272
Maryland State Retirement & Pension System
Maryland
$604K
William Blair & Company
273
William Blair & Company
Illinois
$590K +$2.22K +34 +0.4%
Mackenzie Financial
274
Mackenzie Financial
Ontario, Canada
$582K +$20.3K +311 +4%
PCM
275
Perkins Capital Management
Minnesota
$581K -$65.4K -1,000 -10%