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Donaldson
DCI

Overview Fund Activity

530 hedge funds and large institutions have $7.39B invested in Donaldson in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 201 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+17
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
171
Reduced
201
Closed
37
Calls
$4.25M
Puts
$3.27M
Net Calls
+$974K
Net Calls Change
+$703K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$110M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.97M
3
Renaissance Technologies
Renaissance Technologies
New York
$18M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$181M
5
EB
Eastern Bank
Massachusetts
$8.51M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$277M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$79M
3
EAM
Eagle Asset Management
Florida
$0
4
MAM
Martingale Asset Management
Massachusetts
$4.58M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
251
New York Life Investment Management
New York
$1.02M -$58.4K -792 -5%
LIM
252
Leavell Investment Management
Alabama
$1.02M – – –
MM
253
MQS Management
New York
$982K +$982K +13,321 New
CFSG
254
Community Financial Services Group
Vermont
$968K +$5.82K +79 +0.6%
X
255
Xponance
Pennsylvania
$957K +$1.55K +21 +0.2%
DT
256
Diversified Trust
Tennessee
$942K +$394K +5,349 +72%
MF
257
Magnetar Financial
Illinois
$867K +$536K +7,273 +162%
SC
258
Savant Capital
Illinois
$867K -$141K -1,911 -14%
Chevy Chase Trust
259
Chevy Chase Trust
Maryland
$862K – – –
DAS
260
Dynamic Advisor Solutions
Arizona
$859K -$5.6K -76 -0.6%
VI
261
Vestcor Inc
New Brunswick, Canada
$856K +$79.5K +1,079 +10%
CRC
262
Curi RMB Capital
Illinois
$839K +$21K +285 +3%
ACM
263
Aquatic Capital Management
Illinois
$833K -$752K -10,200 -47%
Deutsche Bank
264
Deutsche Bank
Germany
$827K -$7.3K -99 -0.9%
AAS
265
Avantax Advisory Services
Texas
$827K +$3.39K +46 +0.4%
BONH
266
Bank of New Hampshire
New Hampshire
$812K -$6.78K -92 -0.8%
PTC
267
Petrus Trust Company
Texas
$800K -$197K -2,677 -20%
Mackenzie Financial
268
Mackenzie Financial
Ontario, Canada
$798K +$137K +1,861 +21%
NERM
269
New England Research & Management
Illinois
$798K -$560K -7,596 -41%
IIC
270
Ironwood Investment Counsel
Arizona
$797K -$1.92K -26 -0.2%
First Eagle Investment Management
271
First Eagle Investment Management
New York
$797K +$62.6K +850 +9%
Cerity Partners
272
Cerity Partners
New York
$782K -$38K -516 -5%
BC
273
Burney Company
Virginia
$781K +$74 +1 +0%
Osaic Holdings
274
Osaic Holdings
Arizona
$777K -$119K -1,613 -13%
CA
275
Claro Advisors
Massachusetts
$755K +$15K +203 +2%
9 10
11
12 13