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Donaldson

298 hedge funds and large institutions have $3.13B invested in Donaldson in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 108 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,046% more call options, than puts

Call options by funds: $4.56M | Put options by funds: $398K

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

2% more funds holding

Funds holding: 291298 (+7)

1.37% more ownership

Funds ownership: 81.09%82.47% (+1.4%)

2% more capital invested

Capital invested by funds: $3.07B → $3.13B (+$61.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 108

Holders
298
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
7.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
96
Reduced
108
Closed
33
Calls
$4.56M
Puts
$398K
Net Calls
+$4.17M
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
276
Versant Capital Management
Arizona
$12K +$12.9K +438 New
GAM
277
Gemmer Asset Management
California
$11K
IP
278
Isthmus Partners
Wisconsin
$10K
WCBA
279
Weaver C. Barksdale & Associates
Tennessee
$10K +$412 +14 +4%
MFS
280
MSI Financial Services
Massachusetts
$10K +$1.47K +50 +17%
AssetMark Inc
281
AssetMark Inc
California
$10K +$10.2K +345 New
CG
282
Cutler Group
California
$9K +$9.48K +322 New
GWM
283
Gupta Wealth Management
California
$7K +$7K +238 New
AF
284
Arrow Financial
New York
$6K
JFA
285
JNBA Financial Advisors
Minnesota
$6K
SEC
286
Seven Eight Capital
New York
$6K +$5.89K +200 New
PCM
287
Penserra Capital Management
California
$5K +$4.65K +158 New
Manulife (Manufacturers Life Insurance)
288
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.61K -$92.5K -3,142 -2%
EWM
289
Endurance Wealth Management
Rhode Island
$4K
IA
290
IFP Advisors
Florida
$4K +$3.62K +123 New
MCM
291
Manchester Capital Management
Vermont
$3K
WRM
292
Westport Resources Management
Connecticut
$3K
AIA
293
Allegis Investment Advisors
Idaho
$3K +$2.91K +99 New
FPFS
294
First Personal Financial Services
North Carolina
$2K +$1.68K +57 New
N
295
Nuveen
North Carolina
$1.53K
FNBT
296
FineMark National Bank & Trust
Florida
$1K
QI
297
QS Investors
New York
$1K +$294 +10 New
Mawer Investment Management
298
Mawer Investment Management
Alberta, Canada
-$7.95M -283,174 Closed
KI
299
Kalmar Investments
Delaware
-$6.37M -226,685 Closed
ERSOT
300
Employees Retirement System of Texas
Texas
-$3.12M -111,000 Closed