DCI icon

Donaldson

468 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
150
Reduced
173
Closed
31
Calls
$3.31M
Puts
$1.37M
Net Calls
+$1.95M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
276
Sendero Wealth Management
Texas
$581K +$47.4K +725 +9%
QT
277
Quantbot Technologies
New York
$579K +$247K +3,778 +74%
TI
278
Tidal Investments
Wisconsin
$575K +$126K +1,928 +28%
HIM
279
Hillsdale Investment Management
Ontario, Canada
$569K +$569K +8,700 New
RG
280
Renaissance Group
Kentucky
$556K -$59.7K -912 -10%
First Eagle Investment Management
281
First Eagle Investment Management
New York
$547K
GFA
282
Gallagher Fiduciary Advisors
Illinois
$545K
SC
283
Savant Capital
Illinois
$537K +$1.7K +26 +0.3%
Focus Partners Wealth
284
Focus Partners Wealth
Massachusetts
$535K +$535K +8,183 New
GT
285
Glenview Trust
Kentucky
$523K
EI
286
Ellevest Inc
New York
$502K +$132K +2,018 +36%
LAM
287
LECAP Asset Management
United Kingdom
$495K +$495K +7,581 New
WS
288
Wedbush Securities
California
$485K +$10.3K +158 +2%
PCM
289
Prelude Capital Management
New York
$481K +$481K +7,361 New
OR
290
Olympiad Research
Connecticut
$481K +$481K +7,361 New
NA
291
NewEdge Advisors
Louisiana
$477K -$41.8K -640 -8%
NSAM
292
North Star Asset Management
Wisconsin
$470K
DF
293
Donoghue Forlines
Massachusetts
$460K +$112K +1,718 +32%
Point72 Asset Management
294
Point72 Asset Management
Connecticut
$451K +$330K +5,045 +272%
Bank of Nova Scotia
295
Bank of Nova Scotia
Ontario, Canada
$432K -$35.7K -546 -8%
PMEF
296
Point72 Middle East FZE
United Arab Emirates
$425K -$329K -5,036 -44%
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$424K -$254K -3,890 -38%
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
$414K +$169K +2,586 +69%
SG Americas Securities
299
SG Americas Securities
New York
$413K -$1.7M -26,043 -80%
SOW
300
State of Wyoming
Wyoming
$412K -$35.5K -543 -8%