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Donaldson

385 hedge funds and large institutions have $4.77B invested in Donaldson in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
-16
Holders Change %
-3.99%
% of All Funds
6.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
142
Reduced
120
Closed
49
Calls
$1.31M
Puts
$1.32M
Net Calls
-$6K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
301
Lazard Asset Management
New York
$71K -$8.91M -186,639 -99%
GWM
302
Geneos Wealth Management
Colorado
$71K +$9.6K +200 +16%
AF
303
Advisornet Financial
Minnesota
$67K -$2M -41,743 -97%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$67K -$2.4K -50 -3%
HI
305
Harbour Investments
Wisconsin
$62K +$62K +1,292 New
IA
306
IFP Advisors
Florida
$61K
EI
307
Ellevest Inc
New York
$61K +$32.9K +688 +117%
BSB
308
Bangor Savings Bank
Maine
$60K +$60K +1,244 New
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$51K +$4.71K +97 +10%
CFB
310
Cullen/Frost Bankers
Texas
$48K
TPCW
311
TD Private Client Wealth
New York
$41.4K +$337 +7 +0.8%
VVP
312
Venture Visionary Partners
Ohio
$40.2K +$40.2K +836 New
TWM
313
Tradition Wealth Management
Minnesota
$40K +$97 +2 +0.2%
CTC
314
Central Trust Company
Missouri
$39K
S
315
SignatureFD
Georgia
$39K +$20.1K +414 +106%
HPC
316
HM Payson & Co
Maine
$38K
GG
317
Gleason Group
Kentucky
$37K +$194 +4 +0.5%
PP
318
PrairieView Partners
Minnesota
$36K
PFS
319
Prospera Financial Services
Texas
$35K
ACM
320
Aquatic Capital Management
Illinois
$34K +$34K +700 New
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8K
WB
322
Webster Bank
Connecticut
$31K
RTC
323
Riverview Trust Company
Washington
$30K
Simplex Trading
324
Simplex Trading
Illinois
$29K -$183K -3,929 -86%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$24K +$13.1K +269 +121%