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Donaldson

346 hedge funds and large institutions have $5.2B invested in Donaldson in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 57 closing their positions.

Holders
346
Holders Change
-24
Holders Change %
-6.49%
% of All Funds
7.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
116
Reduced
117
Closed
57
Calls
$876K
Puts
$415K
Net Calls
+$461K
Net Calls Change
+$283K
Name Market Value Shares Shares
Change
Shares
Change %
AIM
301
Advantage Investment Management
Iowa
$42K 834 +3 +0.4%
CTC
302
Central Trust Company
Missouri
$41K 810
PCM
303
Penserra Capital Management
California
$36K 721 -71 -9%
SWM
304
SeaCrest Wealth Management
New York
$35K 700
CI
305
CX Institutional
Indiana
$32K 638 +638 New
RTC
306
Riverview Trust Company
Washington
$31K 616
DWA
307
Dougherty Wealth Advisers
Minnesota
$26K 517
WF
308
WealthTrust Fairport
Ohio
$25K 500 +500 New
PFO
309
Pathstone Family Office
New Jersey
$23K 450 +450 New
AQA
310
Alpha Quant Advisors
Texas
$19K 372 +372 New
GAM
311
Gemmer Asset Management
California
$18K 368
PCP
312
Proficio Capital Partners
Massachusetts
$15K 309 -3 -1%
PK
313
Pflug Koory
Nebraska
$15K 300
ME
314
McIlrath & Eck
Washington
$14K 271 -175 -39%
CCM
315
Covington Capital Management
California
$14K 286
IWP
316
Icon Wealth Partners
Texas
$14K 280 +280 New
TL
317
TrueWealth LLC
Georgia
$11K 211
TCM
318
TD Capital Management
Tennessee
$10K 202
RE
319
RBC Europe
United Kingdom
$9.81K 196
SCM
320
Shelton Capital Management
Colorado
$9.18K 460 -8,724 -95%
JCM
321
Jacobi Capital Management
Pennsylvania
$9K 179
VCM
322
Versant Capital Management
Arizona
$7K 146 -9 -6%
QCG
323
Quadrant Capital Group
Ohio
$7K 172
APA
324
American Portfolios Advisors
New York
$5.19K 104 +1 +1%
SMFS
325
Squar Milner Financial Services
California
$5K 108