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Donaldson
DCI

Overview Fund Activity

513 hedge funds and large institutions have $7.31B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+13
Holders Change %
+2.6%
% of All Funds
7.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
185
Reduced
178
Closed
40
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M

Top Buyers

1
CAM
1
Close Asset Management
United Kingdom
$72.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$32.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$28.6M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$22.4M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$14.3M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$105M
2
BlackRock
2
BlackRock
New York
$773M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$115M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Eagle Investment Management
276
First Eagle Investment Management
New York
$713K +$107K +1,500 +18%
EHWM
277
Eads & Heald Wealth Management
Georgia
$698K +$19.2K +268 +3%
SAM
278
Securian Asset Management
Minnesota
$687K -$20K -279 -3%
RJFSA
279
Raymond James Financial Services Advisors
Florida
$680K +$9.16K +128 +1%
GRP
280
Global Retirement Partners
California
$677K +$641K +8,951 +1,741%
IHL
281
Investment House LLC
California
$673K – – –
DM
282
Deerfield Management
New York
$672K +$672K +9,389 New
BPA
283
Beacon Pointe Advisors
California
$666K -$20K -280 -3%
MSRPS
284
Maryland State Retirement & Pension System
Maryland
$661K – – –
Mackenzie Financial
285
Mackenzie Financial
Ontario, Canada
$642K +$83.4K +1,166 +15%
WS
286
Wedbush Securities
California
$640K +$60.4K +844 +10%
PCM
287
Perkins Capital Management
Minnesota
$636K – – –
SWM
288
Sendero Wealth Management
Texas
$636K – – –
TC
289
TownSquare Capital
Utah
$633K -$6.51K -91 -1%
VI
290
Versor Investments
New York
$633K -$107K -1,500 -15%
Public Employees Retirement Association of Colorado
291
Public Employees Retirement Association of Colorado
Colorado
$632K – – –
AI
292
Atria Investments
North Carolina
$621K +$621K +8,681 New
M
293
Mirova
France
$614K – – –
Aviva
294
Aviva
United Kingdom
$612K -$27.8K -388 -4%
HIM
295
Hillsdale Investment Management
Ontario, Canada
$608K – – –
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$606K +$36.1K +504 +6%
Squarepoint
297
Squarepoint
New York
$598K -$804K -11,235 -57%
RG
298
Renaissance Group
Kentucky
$591K -$6.01K -84 -1%
GT
299
Glenview Trust
Kentucky
$578K -$2.72K -38 -0.5%
Focus Partners Wealth
300
Focus Partners Wealth
Massachusetts
$577K -$7.15K -100 -1%
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