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Donaldson

515 hedge funds and large institutions have $7.32B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 186 increasing their positions, 178 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

2% more funds holding

Funds holding: 503515 (+12)

7% more call options, than puts

Call options by funds: $4.4M | Put options by funds: $4.13M

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 178

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.04% less ownership

Funds ownership: 85.99%84.95% (-1%)

5% less capital invested

Capital invested by funds: $7.73B → $7.32B (-$406M)

Holders
515
Holders Change
+12
Holders Change %
+2.39%
% of All Funds
7.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
186
Reduced
178
Closed
41
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$714K
First Eagle Investment Management
277
First Eagle Investment Management
New York
$713K +$110K +1,500 +18%
EHWM
278
Eads & Heald Wealth Management
Georgia
$698K +$19.7K +268 +3%
SAM
279
Securian Asset Management
Minnesota
$687K -$20.5K -279 -3%
RJFSA
280
Raymond James Financial Services Advisors
Florida
$680K +$9.39K +128 +1%
GRP
281
Global Retirement Partners
California
$677K +$657K +8,951 +1,741%
IHL
282
Investment House LLC
California
$673K
DM
283
Deerfield Management
New York
$672K +$689K +9,389 New
BPA
284
Beacon Pointe Advisors
California
$666K -$20.5K -280 -3%
MSRPS
285
Maryland State Retirement & Pension System
Maryland
$661K
Mackenzie Financial
286
Mackenzie Financial
Ontario, Canada
$642K +$85.6K +1,166 +15%
WS
287
Wedbush Securities
California
$640K +$61.9K +844 +10%
PCM
288
Perkins Capital Management
Minnesota
$636K
SWM
289
Sendero Wealth Management
Texas
$636K
TC
290
TownSquare Capital
Utah
$633K -$6.68K -91 -1%
VI
291
Versor Investments
New York
$633K -$110K -1,500 -15%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$632K
AI
293
Atria Investments
North Carolina
$621K +$637K +8,681 New
M
294
Mirova
France
$614K
Aviva
295
Aviva
United Kingdom
$612K -$28.5K -388 -4%
HIM
296
Hillsdale Investment Management
Ontario, Canada
$608K
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$606K +$37K +504 +6%
Squarepoint
298
Squarepoint
New York
$598K -$824K -11,235 -57%
RG
299
Renaissance Group
Kentucky
$591K -$6.16K -84 -1%
GT
300
Glenview Trust
Kentucky
$578K -$2.79K -38 -0.5%