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Donaldson

400 hedge funds and large institutions have $6.4B invested in Donaldson in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-6
Holders Change %
-1.48%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
119
Reduced
155
Closed
40
Calls
$4.29M
Puts
$1.68M
Net Calls
+$2.61M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Shares
Change %
VI
301
Versor Investments
New York
$224K +$224K +3,527 New
IRF
302
IBM Retirement Fund
New York
$220K -$50.9K -802 -19%
B
303
Bailard
California
$220K
BA
304
Ballast Advisors
Minnesota
$216K +$216K +3,403 New
RC
305
RegentAtlantic Capital
New Jersey
$212K +$212K +3,330 New
QCM
306
Quantinno Capital Management
New York
$211K +$211K +3,325 New
V
307
Veritable
Delaware
$206K +$206K +3,244 New
YIH
308
Y-Intercept (HK)
Hong Kong
$204K +$204K +3,209 New
BCA
309
Bay Colony Advisors
Massachusetts
$203K +$203K +3,193 New
PIM
310
Penobscot Investment Management
Massachusetts
$203K +$203K +3,200 New
CFB
311
Cullen/Frost Bankers
Texas
$179K +$19.9K +313 +13%
WT
312
Whittier Trust
California
$149K -$3.19K -50 -2%
Skandinaviska Enskilda Banken (SEB)
313
Skandinaviska Enskilda Banken (SEB)
Sweden
$146K -$482K -7,600 -77%
QT
314
Quantbot Technologies
New York
$129K +$129K +2,036 New
EW
315
Evoke Wealth
California
$127K
PCG
316
Private Capital Group
Connecticut
$117K
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$103K
SPIA
318
Steward Partners Investment Advisory
New York
$97K
HI
319
Harbour Investments
Wisconsin
$91K +$12.8K +201 +16%
GWM
320
Geneos Wealth Management
Colorado
$82K
FAM
321
Fred Alger Management
New York
$74K +$74K +1,160 New
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$65K -$6.5K -102 -9%
CFGS
323
Concourse Financial Group Securities
Alabama
$65K
JFGIW
324
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$64K +$7.39K +117 +13%