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Donaldson
DCI

Overview Fund Activity

423 hedge funds and large institutions have $5.86B invested in Donaldson in 2021 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+20
Holders Change %
+4.96%
% of All Funds
6.53%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
71
Increased
137
Reduced
142
Closed
44
Calls
$497K
Puts
$1.47M
Net Calls
-$970K
Net Calls Change
+$9K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$107M
2
Millennium Management
Millennium Management
New York
$42.3M
3
HighTower Advisors
HighTower Advisors
Illinois
$38M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$29.8M
5
State Street
State Street
Massachusetts
$330M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$0
2
Wells Fargo
Wells Fargo
California
$38.8M
3
AAM
Ardevora Asset Management
United Kingdom
$0
4
UBS AM
UBS AM
Illinois
$12.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
276
Versor Investments
New York
$334K -$111K -1,865 -25%
BFM
277
Boothbay Fund Management
New York
$333K +$333K +5,623 New
ST
278
Sabal Trust
Florida
$332K – – –
PTC
279
Petrus Trust Company
Texas
$330K +$330K +5,570 New
PWM
280
Perigon Wealth Management
California
$330K +$330K +5,575 New
MAM
281
Martingale Asset Management
Massachusetts
$325K +$325K +5,482 New
BCI
282
Brinker Capital Investments
Pennsylvania
$314K +$314K +5,292 New
WB
283
WesBanco Bank
West Virginia
$312K -$23.7K -400 -7%
Cetera Investment Advisers
284
Cetera Investment Advisers
Illinois
$297K – – –
WS
285
Wedbush Securities
California
$297K +$26.6K +449 +10%
SEC
286
Seven Eight Capital
New York
$296K -$65.5K -1,105 -18%
Group One Trading
287
Group One Trading
Illinois
$296K +$296K +5,000 New
NIM
288
Northeast Investment Management
Massachusetts
$295K – – –
PCM
289
Parsons Capital Management
Rhode Island
$293K – – –
FRM
290
Fox Run Management
Connecticut
$283K +$283K +4,768 New
WTC
291
WhitTier Trust Company
Nevada
$279K – – –
PP
292
PDT Partners
New York
$278K +$278K +4,685 New
HIC
293
Hartline Investment Corp
Illinois
$272K +$2.07K +35 +0.8%
Lido Advisors
294
Lido Advisors
California
$268K +$37.3K +631 +16%
Cambridge Investment Research Advisors
295
Cambridge Investment Research Advisors
Iowa
$264K -$21.2K -357 -7%
OTL
296
Oak Thistle LLC
New York
$263K +$263K +4,426 New
SFG
297
SNS Financial Group
Minnesota
$262K -$1.9K -32 -0.7%
OFA
298
Oak Family Advisors
Illinois
$262K +$3.08K +52 +1%
SF
299
Synovus Financial
Georgia
$262K +$9.82K +167 +4%
VBFP
300
Valtinson Bruner Financial Planning
Minnesota
$261K -$16.6K -280 -6%
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