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Donaldson
DCI

Overview Fund Activity

336 hedge funds and large institutions have $4.69B invested in Donaldson in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 29 closing their positions.

Holders
336
Holders Change
-7
Holders Change %
-2.04%
% of All Funds
8.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
27
Increased
116
Reduced
121
Closed
29
Calls
$126K
Puts
–
Net Calls
+$126K
Net Calls Change
-$380K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$39.2M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$52.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$9.77M
4
PAM
4
Panagora Asset Management
Massachusetts
$12.9M
5
ZIM
5
Zacks Investment Management
Illinois
$7.74M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$1.62M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$634K
3
Prudential Financial
3
Prudential Financial
New Jersey
$11.3M
4
RCMC
4
RK Capital Management (Colorado)
Colorado
$0
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$60M
Name Market Value Shares Shares
Change 		Shares
Change %
GJIC
276
Gamble Jones Investment Counsel
California
$222K 4,825 -200 -4%
WAM
277
Wealthspire Advisors (Maryland)
Maryland
$219K 4,759 +46 +1%
Zurich Cantonal Bank
278
Zurich Cantonal Bank
Switzerland
$216K 4,692 – –
OC
279
Oppenheimer & Co
New York
$212K 4,602 – –
MFW
280
Mosaic Family Wealth
Missouri
$211K 4,586 +158 +4%
MF
281
Magnetar Financial
Illinois
$201K 4,366 +4,366 New
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$201K 4,386 +4,386 New
MCM
283
McKinley Capital Management
Alaska
$189K 4,120 -310 -7%
OAM
284
Oppenheimer Asset Management
New York
$185K 4,028 -36 -0.9%
MA
285
MUFG Americas
New York
$170K 3,690 +15 +0.4%
RFS
286
Rockefeller Financial Services
New York
$152K 3,300 – –
LNB
287
Ledyard National Bank
$143K 3,103 -300 -9%
PWM
288
Perigon Wealth Management
California
$134K 2,914 +1,400 +92%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$130K 2,825 +654 +30%
WTC
290
WhitTier Trust Company
Nevada
$118K 2,578 – –
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$105K 2,284 -1,933 -46%
Fuller & Thaler Asset Management
292
Fuller & Thaler Asset Management
California
$98K 2,135 -1,200 -36%
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$88K 1,913 +211 +12%
EWM
294
Evercore Wealth Management
New York
$87K 1,900 – –
GWM
295
Geneos Wealth Management
Colorado
$77K 1,680 – –
AG
296
Advisor Group
Arizona
$76K 1,641 +211 +15%
GT
297
Glenmede Trust
Pennsylvania
$72K 1,581 -300 -16%
Credit Agricole
298
Credit Agricole
France
$65K 1,422 -11,657 -89%
EMG
299
ETF Managers Group
New Jersey
$53K 1,162 +96 +9%
HT
300
Heritage Trust
Oklahoma
$46K 1,000 – –
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