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Donaldson

343 hedge funds and large institutions have $5.84B invested in Donaldson in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 88 increasing their positions, 143 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-6
Holders Change %
-1.72%
% of All Funds
6.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
38
Increased
88
Reduced
143
Closed
33
Calls
$1.33M
Puts
$501K
Net Calls
+$827K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Shares
Change %
RTC
301
Riverview Trust Company
Washington
$35K
DWA
302
Dougherty Wealth Advisers
Minnesota
$30K
EI
303
Ellevest Inc
New York
$27K +$27K +476 New
CFG
304
Citizens Financial Group
Rhode Island
$25K +$25K +432 New
GAM
305
Gemmer Asset Management
California
$21K
CIA
306
CSat Investment Advisory
Michigan
$20K +$2.46K +42 +14%
PK
307
Pflug Koory
Nebraska
$17K
AWA
308
Artemis Wealth Advisors
New York
$16.1K +$16.1K +280 New
ME
309
McIlrath & Eck
Washington
$16K
MAM
310
Meeder Asset Management
Ohio
$14K -$39.5K -658 -74%
TCM
311
TD Capital Management
Tennessee
$12K
SPIA
312
Steward Partners Investment Advisory
New York
$11K
JCM
313
Jacobi Capital Management
Pennsylvania
$10K
QCG
314
Quadrant Capital Group
Ohio
$9K
RIA
315
Realta Investment Advisors
Delaware
$9K
VAIA
316
Virtus Alternative Investment Advisers
Connecticut
$9K +$9K +162 New
CAW
317
Cornerstone Advisors (Washington)
Washington
$8K +$2.57K +42 +47%
VCM
318
Versant Capital Management
Arizona
$7K -$579 -11 -8%
APA
319
American Portfolios Advisors
New York
$6.04K +$58 +1 +1%
FPB
320
First PREMIER Bank
South Dakota
$6K
TL
321
TrueWealth LLC
Georgia
$6K
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$5K -$342K -6,147 -99%
ST
323
Smithfield Trust
Pennsylvania
$5K -$86.4K -1,383 -95%
HNB
324
Huntington National Bank
Ohio
$5K
FHA
325
First Horizon Advisors
Tennessee
$5K +$631 +13 +14%