DCI icon

Donaldson
DCI

Overview Fund Activity

361 hedge funds and large institutions have $4.65B invested in Donaldson in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 130 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
7.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
39
Increased
107
Reduced
130
Closed
32
Calls
$5.78M
Puts
$734K
Net Calls
+$5.05M
Net Calls Change
+$3.13M

Top Buyers

1
SIM
Sprucegrove Investment Management
Ontario, Canada
$49.7M
2
GF
Greenhouse Funds
Maryland
$22.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$21.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41.4M
5
UBS AM
UBS AM
Illinois
$52.5M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$546M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$20.8M
3
BlackRock
BlackRock
New York
$486M
4
State Street
State Street
Massachusetts
$227M
5
FMW
Farr Miller & Washington
District of Columbia
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
276
J.P. Morgan Private Wealth Advisors
California
$236K -$558 -12 -0.2%
NIM
277
Northeast Investment Management
Massachusetts
$231K – – –
PCM
278
Parsons Capital Management
Rhode Island
$230K – – –
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$230K +$229K +4,948 +30,925%
CC
280
Centiva Capital
New York
$229K +$229K +4,941 New
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$227K +$5.61K +121 +3%
GAM
282
Gotham Asset Management
New York
$226K -$570K -12,268 -72%
ECM
283
ExodusPoint Capital Management
New York
$224K -$2.7M -58,075 -92%
RJT
284
Raymond James Trust
Florida
$223K -$1.39K -30 -0.6%
ACM
285
AlphaCrest Capital Management
New York
$222K -$488K -10,538 -69%
SCA
286
Stonebridge Capital Advisors
Minnesota
$214K – – –
WS
287
Wedbush Securities
California
$213K -$1.34K -29 -0.6%
HIC
288
Hartline Investment Corp
Illinois
$211K – – –
Verition Fund Management
289
Verition Fund Management
Connecticut
$204K -$52.3K -1,127 -20%
FHB
290
First Hawaiian Bank
Hawaii
$200K – – –
SFS
291
Sowell Financial Services
Arkansas
$169K -$12.8K -275 -7%
CFB
292
Cullen/Frost Bankers
Texas
$162K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
293
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$134K +$134K +2,893 New
WTC
294
WhitTier Trust Company
Nevada
$116K – – –
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
PMFA
296
Plante Moran Financial Advisors
Michigan
$102K – – –
EW
297
Evoke Wealth
California
$93K – – –
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$90K +$2.61K +56 +3%
PCG
299
Private Capital Group
Connecticut
$86K – – –
CH
300
Canton Hathaway
Rhode Island
$72K +$72K +1,551 New
10 11
12
13 14