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Donaldson

403 hedge funds and large institutions have $5.66B invested in Donaldson in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 118 increasing their positions, 152 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
7.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
118
Reduced
152
Closed
33
Calls
$1.84M
Puts
$2.82M
Net Calls
-$979K
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
301
Lido Advisors
California
$224K +$3.27K +57 +1%
II
302
Inspire Investing
Idaho
$224K +$224K +3,894 New
CI
303
Cigna Investments
Connecticut
$222K -$5.74K -100 -3%
AI
304
Accredited Investors
Minnesota
$221K +$344 +6 +0.2%
GAM
305
Gotham Asset Management
New York
$214K -$135K -2,347 -39%
HB
306
Homrich & Berg
Georgia
$212K -$22.1K -385 -9%
TAM
307
Trillium Asset Management
Massachusetts
$212K
B
308
Bailard
California
$211K +$12.6K +220 +6%
Los Angeles Capital Management
309
Los Angeles Capital Management
California
$209K -$12.3K -215 -6%
GT
310
Glenview Trust
Kentucky
$207K
AWE
311
Avidian Wealth Enterprises
Texas
$206K +$57 +1 +0%
VF
312
Virtu Financial
New York
$202K +$202K +3,521 New
CFB
313
Cullen/Frost Bankers
Texas
$161K
WT
314
Whittier Trust
California
$134K
Skandinaviska Enskilda Banken (SEB)
315
Skandinaviska Enskilda Banken (SEB)
Sweden
$132K
Macquarie Group
316
Macquarie Group
Australia
$127K -$130K -2,267 -51%
HI
317
Harbour Investments
Wisconsin
$119K +$37.2K +648 +45%
EW
318
Evoke Wealth
California
$115K -$57 -1 -0%
CAPTRUST Financial Advisors
319
CAPTRUST Financial Advisors
North Carolina
$110K +$51.7K +904 +89%
PCG
320
Private Capital Group
Connecticut
$106K
SPIA
321
Steward Partners Investment Advisory
New York
$105K +$17.3K +301 +20%
FAM
322
Fred Alger Management
New York
$86K +$19.7K +344 +30%
SFO
323
Standard Family Office
South Dakota
$80K -$501K -8,766 -86%
GWM
324
Geneos Wealth Management
Colorado
$75K
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$71.2K +$71.2K +1,240 New