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Donaldson

337 hedge funds and large institutions have $4.69B invested in Donaldson in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $4.68B → $4.69B (+$11.4M)

0.09% more ownership

Funds ownership: 78.52%78.62% (+0.09%)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2% less funds holding

Funds holding: 344337 (-7)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
337
Holders Change
-7
Holders Change %
-2.03%
% of All Funds
8.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
27
Increased
116
Reduced
121
Closed
29
Calls
$126K
Puts
Net Calls
+$126K
Net Calls Change
-$380K
Name Holding Trade Value Shares
Change
Change in
Stake
HT
301
Heritage Trust
Oklahoma
$46K
NIT
302
NumerixS Investment Technologies
British Columbia, Canada
$46K +$46.3K +1,000 New
Macquarie Group
303
Macquarie Group
Australia
$41K +$41.6K +900 New
CTC
304
Central Trust Company
Missouri
$37K
CG
305
Cutler Group
California
$33K -$463 -10 -1%
Barrow, Hanley, Mewhinney & Strauss
306
Barrow, Hanley, Mewhinney & Strauss
Texas
$31K +$2.36K +51 +8%
ST
307
Smithfield Trust
Pennsylvania
$29K
BWP
308
Baldwin Wealth Partners
Massachusetts
$23K
GAM
309
Gemmer Asset Management
California
$17K
PHK
310
Point72 Hong Kong
Hong Kong
$17K +$8.47K +183 +99%
IA
311
IFP Advisors
Florida
$16K
WT
312
Whittier Trust
California
$16K
BBHC
313
Brown Brothers Harriman & Co
New York
$15K
IP
314
Isthmus Partners
Wisconsin
$15K
PCP
315
Proficio Capital Partners
Massachusetts
$14K -$509 -11 -3%
PK
316
Pflug Koory
Nebraska
$14K
PFGIA
317
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$14.4K +312 New
CCM
318
Covington Capital Management
California
$13K +$13.2K +286 New
WCBA
319
Weaver C. Barksdale & Associates
Tennessee
$12K +$463 +10 +4%
AF
320
Arrow Financial
New York
$10K
RE
321
RBC Europe
United Kingdom
$9K +$9.07K +196 New
PA
322
Parallel Advisors
California
$9K
TCM
323
TD Capital Management
Tennessee
$9K
JCM
324
Jacobi Capital Management
Pennsylvania
$8K +$8.1K +175 New
AssetMark Inc
325
AssetMark Inc
California
$7K -$1.9K -41 -21%