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Donaldson
DCI

Overview Fund Activity

523 hedge funds and large institutions have $6.89B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
180
Reduced
176
Closed
70
Calls
$8.31M
Puts
$2.01M
Net Calls
+$6.3M
Net Calls Change
+$5.32M

Top Buyers

1
SI
Scharf Investments
California
$61.7M
2
Morgan Stanley
Morgan Stanley
New York
$147M
3
CC
Capital Counsel
New York
$44.2M
4
BlackRock
BlackRock
New York
$762M
5
FMI
Fiduciary Management Inc
Wisconsin
$149M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$10.9M
2
Millennium Management
Millennium Management
New York
$2.85M
3
JAM
Jupiter Asset Management
United Kingdom
$11.4M
4
CSS
Cubist Systematic Strategies
Connecticut
$0
5
TI
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
276
Wedbush Securities
California
$688K +$47.7K +708 +7%
BC
277
Burney Company
Virginia
$684K -$29.6K -440 -4%
IIC
278
Ironwood Investment Counsel
Arizona
$683K -$45.8K -680 -6%
LWCFA
279
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$681K – – –
PTC
280
Petrus Trust Company
Texas
$681K -$51K -757 -7%
LIP
281
Lighthouse Investment Partners
Florida
$674K +$674K +10,000 New
VPIM
282
Vanguard Personalized Indexing Management
California
$663K +$37.2K +552 +6%
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$654K +$118K +1,756 +22%
EHWM
284
Eads & Heald Wealth Management
Georgia
$646K -$10.8K -160 -2%
IHL
285
Investment House LLC
California
$633K – – –
IIM
286
INTECH Investment Management
Florida
$632K +$386K +5,736 +157%
SAM
287
Securian Asset Management
Minnesota
$610K -$20.9K -310 -3%
CA
288
Claro Advisors
Massachusetts
$597K -$93.1K -1,383 -14%
Public Employees Retirement Association of Colorado
289
Public Employees Retirement Association of Colorado
Colorado
$595K – – –
NRD
290
Nebula Research & Development
New York
$592K -$362K -5,382 -38%
MAM
291
Martingale Asset Management
Massachusetts
$584K -$3.6M -53,501 -86%
M
292
Mirova
France
$578K – – –
HSA
293
Hussman Strategic Advisors
Maryland
$566K +$566K +8,400 New
TC
294
TownSquare Capital
Utah
$560K -$11.5K -170 -2%
CGH
295
Crossmark Global Holdings
Texas
$560K -$6.4K -95 -1%
GC
296
Globeflex Capital
California
$552K -$1.03M -15,346 -65%
Aviva
297
Aviva
United Kingdom
$546K -$52.6K -781 -9%
GT
298
Glenview Trust
Kentucky
$545K – – –
MOS
299
MGO One Seven
Ohio
$538K +$327K +4,856 +155%
VI
300
Versor Investments
New York
$532K +$155K +2,300 +41%
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